IUSVvsSCHVETF Comparison
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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 Information Technology, Financials and Health Care. In contrast, SCHV's top sector exposures are Financials, Information Technology and Industrials. Both IUSV and SCHV have the same Total Expense Ratio (TER) of 0.04%. IUSV is up 4.4% year-to-date (YTD) with -$177M in YTD flows. SCHV performs better with 8.54% YTD performance, and -$379M 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 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IUSV SCHV | +6.17%+6.47% | +1.99%+3.68% | +4.40%+8.54% | +22.93%+27.29% | +52.29%+56.23% | +65.60%+59.41% |
| Flows | IUSV SCHV | +$131M-$558M | +$605M-$370M | -$177M-$379M | +$1.64B+$352M | +$5.30B+$737M | +$8.39B+$1.12B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IUSV SCHV | +11.61%+12.85% | +10.69%+10.98% | +12.92%+12.83% | +14.71%+14.57% |
| Max drawdown | IUSV SCHV | -6.36%-6.83% | -6.36%-6.83% | -17.77%-15.13% | -17.96%-19.73% |
| Max drawdown duration | IUSV SCHV | 78d49d | 78d49d | 263d208d | 286d752d |
Trading data
IUSV | SCHV | |
Last sale 4/27/2026 at 1:30 PM | $106.64 | $32.00 |
| Previous close 04/27/2026 | $106.97 | $32.03 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 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 4/27/2026 at 1:30 PM
Live
Closed
IUSV | SCHV | |
|---|---|---|
| Last price | $106.64 | $32.00 |
| 1D performance | -0.31% | -0.09% |
| AuM | $25.23 B | $14.98 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 | 707 | 518 |
| 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
94.93%
Other
5.07%
SCHV
USA
94.8%
Other
5.2%
Sectors
IUSV
Information Techn.
18.19%
Financials
13.39%
Health Care
11.51%
Industrials
11.17%
Consumer Discreti.
10.74%
Consumer Staples
8.94%
Other
26.06%
SCHV
Financials
19.53%
Information Techn.
14.02%
Industrials
13.58%
Health Care
12.07%
Consumer Staples
8.59%
Energy
7.93%
Other
24.28%
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Diversification
IUSV
Total weight of top 15 holdings out of 15
26.49%
SCHV
Total weight of top 15 holdings out of 15
25.02%
Top 15 holdings
Data as of March 31, 2026
IUSV
APPLE
6.52%
AMAZON.COM INC
3.34%
EXXON
2.48%
WALMART INC
1.91%
COSTCO WHOLESALE
1.55%
TESLA
1.39%
CHEVRON TEXACO
1.36%
PROCTERGAMBLE
1.17%
HOME DEPOT
1.15%
BK OF AMERICA CO
1.13%
MERCK & CO INC
1.04%
JPMORGAN CHASE
0.89%
WELLS FARGO
0.86%
UNITEDHEALTH GRP
0.86%
JOHNSON&JOHNSON
0.84%
SCHV
BERKSHIRE HATHWAY
3.19%
JPMORGAN CHASE
2.88%
EXXON
2.53%
JOHNSON&JOHNSON
2.11%
WALMART INC
1.96%
MICRON TECHNOLOGY
1.47%
CHEVRON TEXACO
1.42%
ABBVIE
1.36%
PROCTERGAMBLE
1.21%
HOME DEPOT
1.20%
CISCO-T
1.19%
CATERPILLAR
1.19%
BK OF AMERICA CO
1.17%
MERCK & CO INC
1.08%
COCA-COLA
1.06%
Frequently asked questions about IUSV and SCHV
How have the IUSV and SCHV ETFs performed in 2026?
As of April 27, 2026, IUSV is up 4.4% year-to-date (YTD), while SCHV has returned 8.54%. 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 -$177M in flows, compared to -$379M for SCHV.
Which ETF is more volatile: IUSV or SCHV?
Over the past year, IUSV had a volatility of 10.69%, while SCHV experienced 10.98%.
Which ETF is bigger: IUSV or SCHV?
As of April 27, 2026, IUSV holds $25.23 B in assets under management (AUM), while SCHV manages $14.98 B.
What sectors do the IUSV and SCHV ETFs invest in?
IUSV leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, SCHV focuses on Financials, Information Technology and Industrials.
What are the top holdings of the IUSV ETF and SCHV ETF?
IUSV top holdings include APPLE, AMAZON.COM INC and EXXON. SCHV holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: IUSV or SCHV?
IUSV holds 741 securities with 26.49% of its assets in the top 15. SCHV has 552 securities and a top 15 weight of 25.02%.
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Latest news about IUSV & SCHV
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