US large-cap value ETFs
SCHV vs SPYV.
Schwab U.S. Large-Cap Value ETF (Dow Jones U.S. Large-Cap Value) against SPDR Portfolio S&P 500 Value ETF (S&P 500 Value) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total return
Daily bar history for this pair isn’t loaded yet — returns will appear once the nightly ingest covers both funds.
Fund facts
| SCHV | SPYV | |
|---|---|---|
| Name | Schwab U.S. Large-Cap Value ETF | State Street SPDR Portfolio S&P 500 Value ETF |
| Category | Large Value | Large Value |
| Style | Passive | Passive |
| Expense ratio | 0.04% | 0.04% |
| Assets (AUM) | $15.9B | $35.3B |
| Dividend yield | 1.75% | 1.72% |
| Avg volume (3-mo) | 3.4M | 2.5M |
| Inception | December 11, 2009 | September 25, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
Holdings overlaptop-25 holdings · coverage SCHV 21.6% · SPYV 23.8%
5.3%of portfolio weight overlaps3 shared of top 10
| Shared holding | SCHV | SPYV | MIN |
|---|---|---|---|
| INTCIntel Corp | 1.94% | 2.27% | 1.94% |
| XOMExxon Mobil Corp | 1.76% | 1.95% | 1.76% |
| WMTWalmart Inc | 1.57% | 1.71% | 1.57% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.
Sector tilt SCHV SPYV
Technology22.9% / 21.7%+1.2pp
Financial Services18.7% / 15.0%+3.6pp
Industrials13.9% / 10.9%+3.0pp
Healthcare
More us large-cap value etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comreturn history unavailable · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.