What is the expense ratio of ITOT vs SCHV?

ITOT has an expense ratio of N/A%, while SCHV has an expense ratio of N/A%.

ITOT vs SCHV

iShares Core S&P Total U.S. Stock Market ETF vs Schwab U.S. Large-Cap Value ETF

Last updated: 2026-04-02

iShares Core S&P Total U.S. Stock Market ETF (ITOT) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-23

SCHV

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-12-15

Quick Verdict

ITOT has edged ahead over the past year (16.3% vs 14.5%).

Key Metrics

Metric	ITOT	SCHV
Expense Ratio	N/A	N/A
Dividend Yield	N/A	N/A
Fund Family	N/A	N/A
Category	US Total Market	US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

ITOT +52.8%

SCHV +38.4%

Performance Comparison

Period	ITOT	SCHV	Difference
1 Month	-3.61%	-3.53%	-0.08%
3 Months	-3.83%	+2.41%	-6.24%
6 Months	-2.41%	+4.76%	-7.17%
YTD	-3.83%	+2.41%	-6.24%
1 Year	+16.30%	+14.51%	+1.79%
3 Years	+57.97%	+39.35%	+18.62%
5 Years	+52.82%	+38.43%	+14.39%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment	Period	ITOT Fees	SCHV Fees	You Save
$10,000	10 years	$0	$0	$0
$10,000	20 years	$0	$0	$0
$10,000	30 years	$0	$0	$0
$50,000	10 years	$0	$0	$0
$50,000	30 years	$0	$0	$0
$100,000	30 years	$0	$0	$0

Risk Metrics

Based on 5 years of daily returns

Metric	ITOT	SCHV
Annualized Volatility	17.4%	14.6%
Max Drawdown	-26.2%	-21.1%
Sharpe Ratio	0.32	0.21

Dividend Comparison

Metric	ITOT	SCHV
Annual Dividend (per share)	$1.61	$0.60
Dividend Yield	1.13%	1.96%
Distribution Frequency	Quarterly	Quarterly

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