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SCHV vs VFVA

Schwab U.S. Large-Cap Value ETF vs Vanguard U.S. Value Factor ETF Shares

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$15.2B

VFVA

Vanguard U.S. Value Factor ETF Shares

Vanguard

Annual cost

0.13%

Fund size

$815M

Key differences

  • SCHV costs 0.09% less per year.
  • SCHV is significantly larger than VFVA — larger funds tend to be more liquid and less likely to close.
  • SCHV follows a index tracking strategy; VFVA uses active selection.
  • SCHV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHVVFVA
Annual cost (TER)0.04%0.13%
Fund size (AUM)$15.2B$815M
Since20092018
Dividend yield1.85%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.0%+30.5%
CAGR 3Y+18.2%+18.2%
CAGR 5Y+10.2%+9.7%
Sharpe 3Y1.100.80
Volatility 1Y10.69%15.53%
Max drawdown-37.08%-48.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHV and VFVA