ETF Versus

RPV vs SCHG

Invesco S&P 500 Pure Value ETF vs Schwab U.S. Large-Cap Growth 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
SCHG

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-01-04

Quick Verdict

Both funds have delivered similar 1-year returns (15.3% vs 15.5%), tracking closely.

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

80 104 128 152 176 200 2021-04 2022-06 2023-09 2024-12 2026-04
RPV +42.8%
SCHG +75.0%

Performance Comparison

Period RPV SCHG Difference
1 Month -3.37% -4.01% +0.64%
3 Months +2.52% -9.51% +12.03%
6 Months +7.11% -9.06% +16.17%
YTD +2.52% -9.51% +12.03%
1 Year +15.27% +15.51% -0.24%
3 Years +41.05% +80.24% -39.19%
5 Years +42.82% +74.98% -32.16%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period RPV Fees SCHG 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 SCHG
Annualized Volatility 18.1% 22.3%
Max Drawdown -24.1% -35.0%
Sharpe Ratio 0.24 0.41

Dividend Comparison

Metric RPV SCHG
Annual Dividend (per share) $2.59 $0.13
Dividend Yield 2.42% 0.43%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs RPV IJR vs SCHG ITOT vs RPV ITOT vs SCHG IVV vs RPV IVV vs SCHG IWD vs RPV IWD vs SCHG