ETF Versus

SCHG vs SPYV

Schwab U.S. Large-Cap Growth ETF vs State Street SPDR Portfolio S&P 500 Value ETF

Last updated: 2026-04-02

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
SPYV

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-02

Quick Verdict

Over the past year, SCHG has significantly outperformed with a 15.5% return vs 10.5%.

Key Metrics

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

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
SCHG +75.0%
SPYV +47.1%

Performance Comparison

Period SCHG SPYV Difference
1 Month -4.01% -3.87% -0.14%
3 Months -9.51% -0.54% -8.97%
6 Months -9.06% +1.51% -10.57%
YTD -9.51% -0.54% -8.97%
1 Year +15.51% +10.47% +5.04%
3 Years +80.24% +39.05% +41.19%
5 Years +74.98% +47.10% +27.88%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHG Fees SPYV 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 SCHG SPYV
Annualized Volatility 22.3% 14.4%
Max Drawdown -35.0% -19.1%
Sharpe Ratio 0.41 0.30

Dividend Comparison

Metric SCHG SPYV
Annual Dividend (per share) $0.13 $1.03
Dividend Yield 0.43% 1.82%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SCHG if...

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

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