What is the expense ratio of SCHV vs SPY?

SCHV has an expense ratio of N/A%, while SPY has an expense ratio of N/A%.

SCHV vs SPY

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

Last updated: 2026-04-02

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

SPY

State Street SPDR S&P 500 ETF Trust (SPY) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 1993, the fund has a 33-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 1993-01-29

Quick Verdict

SPY has edged ahead over the past year (16.1% vs 14.5%).

Key Metrics

Metric	SCHV	SPY
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)

SCHV +38.4%

SPY +61.2%

Performance Comparison

Period	SCHV	SPY	Difference
1 Month	-3.53%	-3.69%	+0.16%
3 Months	+2.41%	-4.09%	+6.50%
6 Months	+4.76%	-2.44%	+7.20%
YTD	+2.41%	-4.09%	+6.50%
1 Year	+14.51%	+16.07%	-1.56%
3 Years	+39.35%	+59.45%	-20.10%
5 Years	+38.43%	+61.25%	-22.82%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment	Period	SCHV Fees	SPY 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	SPY
Annualized Volatility	14.6%	17.1%
Max Drawdown	-21.1%	-25.4%
Sharpe Ratio	0.21	0.38

Dividend Comparison

Metric	SCHV	SPY
Annual Dividend (per share)	$0.60	$7.38
Dividend Yield	1.96%	1.13%
Distribution Frequency	Quarterly	Quarterly

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