IUSVvsSCHVETF Comparison
VS
iShares Core S&P U.S. Value ETF (IUSV) and Schwab U.S. Large-Cap Value ETF (SCHV) belong to the same industry segment: US Large Cap Value. IUSV's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, SCHV's top sector exposures are Finance, Technology and Healthcare. Both IUSV and SCHV have the same Total Expense Ratio (TER) of 0.04%. IUSV is up 14.07% year-to-date (YTD) with +$834M in YTD flows. SCHV performs better with 18.61% YTD performance, and -$926M in YTD flows. Run a side-by-side ETF comparison of IUSV and SCHV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IUSV vs SCHV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IUSV SCHV | +3.79%+3.18% | +2.20%+1.45% | +14.07%+18.61% | +15.44%+20.81% | +68.94%+79.37% | +71.81%+63.58% |
| Flows | IUSV SCHV | +$62M-$4M | +$407M-$303M | +$834M-$926M | +$1.42B-$687M | +$6.15B+$239M | +$8.37B+$535M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IUSV SCHV | +7.88%+9.37% | +9.69%+11.38% | +12.44%+12.80% | +14.42%+14.52% |
| Max drawdown | IUSV SCHV | -4.07%-5.46% | -6.36%-6.83% | -17.77%-15.13% | -17.96%-19.73% |
| Max drawdown duration | IUSV SCHV | 62d73d | 80d49d | 263d208d | 286d752d |
Trading data
IUSV | SCHV | |
Last sale 10/29/2026 at 1:30 PM | $116.63 | $34.98 |
| Previous close 10/28/2026 | $115.60 | $34.63 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IUSV | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
IUSV | SCHV | |
|---|---|---|
| Last price | $116.63 | $34.98 |
| 1D performance | +0.89% | +1.01% |
| AuM | $28.38 B | $15.67 B |
| E/R | 0.04% | 0.04% |
Characteristics
IUSV | SCHV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | S&P 900 Value Index | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| N° of holdings | 733 | 552 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 24, 2000 | December 11, 2009 |
| ESG | No | No |
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Exposure
Countries
IUSV
USA
95.8%
Other
4.2%
SCHV
USA
96.12%
Other
3.88%
Sectors
IUSV
Technology
19.38%
Finance
19.34%
Consumer Non-Cycl.
12.78%
Healthcare
12.08%
Industrials
9.46%
Energy
7.55%
Other
19.41%
SCHV
Finance
23.95%
Technology
18.56%
Healthcare
11.97%
Industrials
11.88%
Consumer Non-Cycl.
9.66%
Other
23.98%
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Diversification
IUSV
Total weight of top 15 holdings out of 15
27.13%
SCHV
Total weight of top 15 holdings out of 15
26.61%
Top 15 holdings
Data as of August 31, 2026
IUSV
Apple, Inc.
7.28%
Amazon.com, Inc.
3.74%
ExxonMobil Holdings Corp.
2.09%
Walmart, Inc.
1.44%
Intel Corp.
1.38%
Costco Wholesale Corp.
1.31%
Bank of America Corp.
1.27%
Tesla, Inc.
1.23%
Chevron Corp.
1.21%
Merck & Co., Inc.
1.14%
UnitedHealth Group, Inc.
1.11%
Procter & Gamble Co.
1.06%
The Home Depot, Inc.
1.02%
JPMorgan Chase & Co.
0.96%
Visa, Inc.
0.89%
SCHV
Micron Technology, Inc.
3.34%
JPMorgan Chase & Co.
3.04%
Berkshire Hathaway, Inc.
2.93%
ExxonMobil Holdings Corp.
2.12%
Johnson & Johnson
2.09%
AbbVie, Inc.
1.48%
Walmart, Inc.
1.47%
Cisco Systems, Inc.
1.40%
Intel Corp.
1.38%
Bank of America Corp.
1.30%
Lam Research Corp.
1.24%
Merck & Co., Inc.
1.23%
Applied Materials, Inc.
1.21%
Caterpillar, Inc.
1.19%
Chevron Corp.
1.19%
Frequently asked questions about IUSV and SCHV
How have the IUSV and SCHV ETFs performed in 2026?
As of October 28, 2026, IUSV is up 14.07% year-to-date (YTD), while SCHV has returned 18.61%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: IUSV or SCHV?
Year-to-date, the IUSV ETF saw +$834M in flows, compared to -$926M for SCHV.
Which ETF is more volatile: IUSV or SCHV?
Over the past year, IUSV had a volatility of 9.69%, while SCHV experienced 11.38%.
Which ETF is bigger: IUSV or SCHV?
As of October 28, 2026, IUSV holds $28.38 B in assets under management (AUM), while SCHV manages $15.67 B.
What sectors do the IUSV and SCHV ETFs invest in?
IUSV leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SCHV focuses on Finance, Technology and Healthcare.
What are the top holdings of the IUSV ETF and SCHV ETF?
IUSV top holdings include Apple, Inc., Amazon.com, Inc. and ExxonMobil Holdings Corp.. SCHV holds in its top three: Micron Technology, Inc., JPMorgan Chase & Co. and Berkshire Hathaway, Inc..
Which ETF is more diversified: IUSV or SCHV?
IUSV holds 736 securities with 27.13% of its assets in the top 15. SCHV has 552 securities and a top 15 weight of 26.61%.
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