SCHV
Schwab U.S. Large-Cap Value ETF
1Y Return
N/A
Expense Ratio
0.04%
Dividend Yield
N/A
AUM
N/A
Basic Info
IssuerCharles Schwab
CategoryValue
Inception Date2009-12-11
Schwab U.S. Large-Cap Value ETF targets value-oriented equities trading at lower relative valuations.
Returns & Risk
1Y ReturnN/A
3Y (Ann.)N/A
5Y (Ann.)N/A
VolatilityN/A
Sharpe RatioN/A
Max DrawdownN/A
Top 10 Holdings
Apple
7.0%
Microsoft
6.5%
NVIDIA
6.0%
Amazon
3.5%
Meta
2.5%
Sector Allocation
Technology
30.0%
Financials
14.0%
Healthcare
12.0%
Consumer
11.0%
Industrials
10.0%
Historical Annual Returns
Annual returns over the past 6 years
NaN%NaN%
NaN%2020
NaN%2021
NaN%2022
NaN%2023
NaN%2024
NaN%2025
AI Analysis
SCHV each have distinct characteristics. SCHV led with a 1-year return of N/A, while SCHV returned N/A. SCHV has the lowest expense ratio at 0.04%. See detailed comparison below.
Investor Profile
Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in SCHV (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing
Risk Warning
Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance