ETF Versus

SCHV vs SPLG

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

Last updated: 2026-04-02

SCHV

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
SPLG

State Street SPDR Portfolio S&P 500 ETF (SPLG) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-01-02

Quick Verdict

SPLG has edged ahead over the past year (16.2% vs 14.5%).

Key Metrics

Metric SCHV SPLG
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 Blend

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
SCHV +38.4%
SPLG +61.4%

Performance Comparison

Period SCHV SPLG Difference
1 Month -3.53% -3.66% +0.13%
3 Months +2.41% -4.07% +6.48%
6 Months +4.76% -2.39% +7.15%
YTD +2.41% -4.07% +6.48%
1 Year +14.51% +16.16% -1.65%
3 Years +39.35% +59.57% -20.22%
5 Years +38.43% +61.44% -23.01%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period SCHV Fees SPLG 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 SCHV SPLG
Annualized Volatility 14.6% 16.8%
Max Drawdown -21.1% -25.4%
Sharpe Ratio 0.21 0.39

Dividend Comparison

Metric SCHV SPLG
Annual Dividend (per share) $0.60 $0.88
Dividend Yield 1.96% 1.15%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs SCHV IJR vs SPLG ITOT vs SCHV ITOT vs SPLG IVV vs SCHV IVV vs SPLG IWD vs SCHV IWD vs SPLG