SCHDvsPWVETF Comparison
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Schwab U.S. Dividend Equity ETF (SCHD) belongs to the US High Dividend segment. Invesco Dynamic Large Cap Value ETF (PWV) is part of the US Large Cap Value segment. SCHD's top 3 sector exposures are Healthcare, Consumer Non-Cyclicals and Energy. In contrast, PWV's top sector exposures are Finance, Healthcare and Energy. SCHD is less expensive with a Total Expense Ratio (TER) of 0.06%, versus 0.55% for PWV. SCHD is up 31.13% year-to-date (YTD) with +$24.83B in YTD flows. PWV performs worse with 21.39% YTD performance, and +$319M in YTD flows. Run a side-by-side ETF comparison of SCHD and PWV 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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SCHD vs PWV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHD PWV | +6.39%+2.78% | +5.94%-0.14% | +31.13%+21.39% | +34.01%+23.39% | +75.66%+92.36% | +63.87%+89.81% |
| Flows | SCHD PWV | +$2.48B-$25M | +$9.89B+$167M | +$24.83B+$319M | +$25.43B+$356M | +$41.08B+$523M | +$63.13B+$517M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHD PWV | +11.48%+10.22% | +11.52%+9.98% | +13.20%+12.94% | +14.43%+14.15% |
| Max drawdown | SCHD PWV | -6.85%-7.90% | -6.85%-7.90% | -16.07%-14.40% | -16.85%-16.49% |
| Max drawdown duration | SCHD PWV | 58d54d | 58d54d | 402d192d | 714d688d |
Trading data
SCHD | PWV | |
Last sale 10/28/2026 at 4:02 PM | $35.14 | $79.61 |
| Previous close 10/27/2026 | $35.12 | $79.52 |
| Consolidated volume 10/27/2026 | ||
| 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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SCHD | PWV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 4:02 PM
Live
Closed
SCHD | PWV | |
|---|---|---|
| Last price | $35.14 | $79.61 |
| 1D performance | +0.06% | +0.11% |
| AuM | $118.47 B | $1.86 B |
| E/R | 0.06% | 0.55% |
Characteristics
SCHD | PWV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | Invesco |
| Benchmark | Dow Jones U.S. Dividend 100 Index | Dynamic Large Cap Value Intellidex Index |
| N° of holdings | 99 | 50 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 20, 2011 | March 3, 2005 |
| ESG | No | No |
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Exposure
Countries
SCHD
USA
96.96%
Other
3.04%
PWV
USA
98.65%
Other
1.35%
Sectors
SCHD
Healthcare
22.01%
Consumer Non-Cycl.
19.65%
Energy
15.17%
Finance
10.2%
Technology
9.47%
Other
23.5%
PWV
Finance
33.29%
Healthcare
22.89%
Energy
18.29%
Consumer Non-Cycl.
11.71%
Other
13.82%
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Diversification
SCHD
Total weight of top 15 holdings out of 15
58.21%
PWV
Total weight of top 15 holdings out of 15
50.03%
Top 15 holdings
Data as of August 31, 2026
SCHD
Merck & Co., Inc.
5.03%
Abbott Laboratories
4.92%
Amgen, Inc.
4.82%
The Coca-Cola Co.
4.30%
Verizon Communications, Inc.
3.98%
The Home Depot, Inc.
3.97%
ConocoPhillips
3.91%
Chevron Corp.
3.89%
UnitedHealth Group, Inc.
3.87%
Procter & Gamble Co.
3.83%
PepsiCo, Inc.
3.69%
Bristol Myers Squibb Co.
3.37%
Texas Instruments Incorporated
3.10%
Accenture Plc
2.79%
Altria Group, Inc.
2.76%
PWV
Merck & Co., Inc.
3.80%
AbbVie, Inc.
3.68%
Bank of America Corp.
3.56%
JPMorgan Chase & Co.
3.51%
Johnson & Johnson
3.51%
The Coca-Cola Co.
3.37%
Wells Fargo & Co.
3.33%
Chevron Corp.
3.29%
Morgan Stanley
3.24%
UnitedHealth Group, Inc.
3.19%
The Goldman Sachs Group, Inc.
3.18%
Citigroup, Inc.
3.18%
ExxonMobil Holdings Corp.
3.18%
Verizon Communications, Inc.
3.10%
PepsiCo, Inc.
2.92%
Frequently asked questions about SCHD and PWV
How have the SCHD and PWV ETFs performed in 2026?
As of October 27, 2026, SCHD is up 31.13% year-to-date (YTD), while PWV has returned 21.39%. That puts SCHD better performer ahead so far this year.
Which ETF is attracting more investor money: SCHD or PWV?
Year-to-date, the SCHD ETF saw +$24.83B in flows, compared to +$319M for PWV.
Which ETF is more volatile: SCHD or PWV?
Over the past year, SCHD had a volatility of 11.52%, while PWV experienced 9.98%.
Which ETF is bigger: SCHD or PWV?
As of October 27, 2026, SCHD holds $118.47 B in assets under management (AUM), while PWV manages $1.86 B.
What sectors do the SCHD and PWV ETFs invest in?
SCHD leans toward sectors like Healthcare, Consumer Non-Cyclicals and Energy. Meanwhile, PWV focuses on Finance, Healthcare and Energy.
What are the top holdings of the SCHD ETF and PWV ETF?
SCHD top holdings include Merck & Co., Inc., Abbott Laboratories and Amgen, Inc.. PWV holds in its top three: Merck & Co., Inc., AbbVie, Inc. and Bank of America Corp..
Which ETF is more diversified: SCHD or PWV?
SCHD holds 99 securities with 58.21% of its assets in the top 15. PWV has 50 securities and a top 15 weight of 50.03%.
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