Screener
VFVA vs SCHV
Vanguard U.S. Value Factor ETF Shares vs Schwab U.S. Large-Cap Value ETF
Key differences
Both VFVA and SCHV are equity ETFs. VFVA charges 0.13% a year and SCHV 0.04%. The main difference: VFVA follows a active selection strategy; SCHV uses index tracking.
- VFVA follows a active selection strategy; SCHV uses index tracking.
- SCHV costs 0.09% less per year.
- SCHV is much larger than VFVA. Larger funds are usually more liquid and less likely to close.
- SCHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VFVA | SCHV | |
|---|---|---|
| Annual cost (TER) | 0.13% | 0.04% |
| Fund size (AUM) | $826M | $15.5B |
| Since | 2018 | 2009 |
| Dividend yield | 1.93% | 1.79% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +30.3% | +27.3% |
| CAGR 3Y | +19.6% | +19.3% |
| CAGR 5Y | +10.0% | +10.3% |
| Sharpe 3Y | 0.87 | 1.17 |
| Volatility 1Y | 15.33% | 10.81% |
| Max drawdown | -48.57% | -37.08% |
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