ETF Versus

RPV vs SCHA

Invesco S&P 500 Pure Value ETF vs Schwab U.S. Small-Cap ETF

Last updated: 2026-04-02

RPV

Invesco S&P 500 Pure Value ETF (RPV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2006, the fund has a 20-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2006-03-07
SCHA

Schwab U.S. Small-Cap ETF (SCHA) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-11-03

Quick Verdict

Over the past year, SCHA has significantly outperformed with a 23.1% return vs 15.3%.

Key Metrics

Metric RPV SCHA
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

75 91 107 123 139 155 2021-04 2022-06 2023-09 2024-12 2026-04
RPV +42.8%
SCHA +15.6%

Performance Comparison

Period RPV SCHA Difference
1 Month -3.37% -2.75% -0.62%
3 Months +2.52% +1.91% +0.61%
6 Months +7.11% +3.60% +3.51%
YTD +2.52% +1.91% +0.61%
1 Year +15.27% +23.11% -7.84%
3 Years +41.05% +40.06% +0.99%
5 Years +42.82% +15.59% +27.23%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period RPV Fees SCHA 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 RPV SCHA
Annualized Volatility 18.1% 22.0%
Max Drawdown -24.1% -31.6%
Sharpe Ratio 0.24 0.04

Dividend Comparison

Metric RPV SCHA
Annual Dividend (per share) $2.59 $0.34
Dividend Yield 2.42% 1.16%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SCHA if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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