ETF Versus

IVV vs SCHV

iShares Core S&P 500 ETF vs Schwab U.S. Large-Cap Value ETF

Last updated: 2026-04-02

IVV

iShares Core S&P 500 ETF (IVV) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-19

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

IVV has edged ahead over the past year (16.0% vs 14.5%).

Key Metrics

Metric IVV SCHV
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Blend US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

85 103 121 139 157 175 2021-04 2022-06 2023-09 2024-12 2026-04
IVV +61.3%
SCHV +38.4%

Performance Comparison

Period IVV SCHV Difference
1 Month -3.70% -3.53% -0.17%
3 Months -4.10% +2.41% -6.51%
6 Months -2.49% +4.76% -7.25%
YTD -4.10% +2.41% -6.51%
1 Year +16.02% +14.51% +1.51%
3 Years +59.51% +39.35% +20.16%
5 Years +61.35% +38.43% +22.92%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IVV 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 IVV SCHV
Annualized Volatility 16.9% 14.6%
Max Drawdown -25.4% -21.1%
Sharpe Ratio 0.39 0.21

Dividend Comparison

Metric IVV SCHV
Annual Dividend (per share) $8.06 $0.60
Dividend Yield 1.22% 1.96%
Distribution Frequency Quarterly Quarterly

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