SCHA vs SCHV
Schwab U.S. Small-Cap ETF vs Schwab U.S. Large-Cap Value ETF
Last updated: 2026-04-02
Schwab U.S. Small-Cap ETF (SCHA) is an exchange-traded fund issued by Schwab that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.16%. Launched in 2009, the fund has a 17-year track record.
Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund issued by Schwab that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.96%. Launched in 2009, the fund has a 17-year track record.
Quick Verdict
Over the past year, SCHA has significantly outperformed with a 25.0% return vs 15.2%. Income investors may prefer SCHV for its higher yield (2.0% vs 1.2%).
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
0 of top 10 holdings overlap (0% overlap in top holdings)
SCHA Top Holdings
| Name | Weight |
|---|---|
| Sandisk CorporationSNDK | 2.27% |
| Lumentum Holdings Inc.LITE | 1.25% |
| ATI Inc.ATI | 0.48% |
| Nextpower Inc.NXT | 0.44% |
| Coeur Mining, Inc.CDE | 0.44% |
| Revolution Medicines, Inc.RVMD | 0.42% |
| EchoStar CorporationSATS | 0.39% |
| MKS Inc.MKSI | 0.37% |
| MACOM Technology Solutions Holdings, Inc.MTSI | 0.36% |
| The New York Times CompanyNYT | 0.33% |
SCHV Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 3.09% |
| JPMorgan Chase & Co.JPM | 2.74% |
| Exxon Mobil CorporationXOM | 2.57% |
| Johnson & JohnsonJNJ | 2.08% |
| Walmart Inc.WMT | 1.94% |
| Micron Technology, Inc.MU | 1.44% |
| Chevron CorporationCVX | 1.42% |
| AbbVie Inc.ABBV | 1.33% |
| The Procter & Gamble CompanyPG | 1.19% |
| Caterpillar Inc.CAT | 1.16% |
Which One Should You Choose?
Choose SCHA if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose SCHV if...
you prioritize dividend income and want higher regular distributions from your portfolio.