SCHVvsIWDETF Comparison
VS
Schwab U.S. Large-Cap Value ETF (SCHV) and iShares Russell 1000 Value ETF (IWD) belong to the same industry segment: US Large Cap Value. SCHV's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, IWD's top sector exposures are Finance, Technology and Consumer Non-Cyclicals. SCHV is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.18% for IWD. SCHV is up 18.61% year-to-date (YTD) with -$926M in YTD flows. IWD performs better with 24.27% YTD performance, and -$2.52B in YTD flows. Run a side-by-side ETF comparison of SCHV and IWD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SCHV vs IWD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHV IWD | +3.18%+3.45% | +1.45%+3.00% | +18.61%+24.27% | +20.81%+27.45% | +79.37%+88.06% | +63.58%+72.64% |
| Flows | SCHV IWD | -$4M-$1.45B | -$303M-$1.31B | -$926M-$2.52B | -$687M+$378M | +$239M+$305M | +$535M-$3.79B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHV IWD | +9.37%+8.33% | +11.38%+11.09% | +12.80%+12.91% | +14.52%+14.74% |
| Max drawdown | SCHV IWD | -5.46%-4.09% | -6.83%-6.81% | -15.13%-15.64% | -19.73%-19.11% |
| Max drawdown duration | SCHV IWD | 73d48d | 49d43d | 208d213d | 752d700d |
Trading data
SCHV | IWD | |
Last sale 10/29/2026 at 2:57 PM | $34.91 | $260.15 |
| Previous close 10/28/2026 | $34.63 | $258.72 |
| 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
Create an account to view replication metrics
Join for free
SCHV | IWD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 10/29/2026 at 2:57 PM
Live
Closed
SCHV | IWD | |
|---|---|---|
| Last price | $34.91 | $260.15 |
| 1D performance | +0.81% | +0.55% |
| AuM | $15.67 B | $82.93 B |
| E/R | 0.04% | 0.18% |
Characteristics
SCHV | IWD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | iShares |
| Benchmark | Dow Jones U.S. Large-Cap Value Total Stock Market Index | Russell 1000 Value Index |
| N° of holdings | 552 | 856 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 11, 2009 | May 22, 2000 |
| ESG | No | No |
Advertisement
Exposure
Countries
SCHV
USA
96.12%
Other
3.88%
IWD
USA
96.52%
Other
3.48%
Sectors
SCHV
Finance
23.95%
Technology
18.56%
Healthcare
11.97%
Industrials
11.88%
Consumer Non-Cycl.
9.66%
Other
23.98%
IWD
Finance
22.2%
Technology
20.02%
Consumer Non-Cycl.
14.11%
Healthcare
12.69%
Industrials
9.04%
Other
21.95%
Advertisement
Diversification
SCHV
Total weight of top 15 holdings out of 15
26.61%
IWD
Total weight of top 15 holdings out of 15
33.59%
Top 15 holdings
Data as of August 31, 2026
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%
IWD
Amazon.com, Inc.
6.13%
Apple, Inc.
5.57%
Microsoft Corp.
5.00%
JPMorgan Chase & Co.
2.53%
Berkshire Hathaway, Inc.
2.49%
ExxonMobil Holdings Corp.
1.78%
Johnson & Johnson
1.70%
Cisco Systems, Inc.
1.16%
Walmart, Inc.
1.12%
AbbVie, Inc.
1.11%
Intel Corp.
1.08%
Chevron Corp.
1.01%
Bank of America Corp.
1.01%
Merck & Co., Inc.
0.97%
UnitedHealth Group, Inc.
0.93%
Frequently asked questions about SCHV and IWD
How have the SCHV and IWD ETFs performed in 2026?
As of October 28, 2026, SCHV is up 18.61% year-to-date (YTD), while IWD has returned 24.27%. That puts IWD better performer ahead so far this year.
Which ETF is attracting more investor money: SCHV or IWD?
Year-to-date, the SCHV ETF saw -$926M in flows, compared to -$2.52B for IWD.
Which ETF is more volatile: SCHV or IWD?
Over the past year, SCHV had a volatility of 11.38%, while IWD experienced 11.09%.
Which ETF is bigger: SCHV or IWD?
As of October 28, 2026, SCHV holds $15.67 B in assets under management (AUM), while IWD manages $82.93 B.
What sectors do the SCHV and IWD ETFs invest in?
SCHV leans toward sectors like Finance, Technology and Healthcare. Meanwhile, IWD focuses on Finance, Technology and Consumer Non-Cyclicals.
What are the top holdings of the SCHV ETF and IWD ETF?
SCHV top holdings include Micron Technology, Inc., JPMorgan Chase & Co. and Berkshire Hathaway, Inc.. IWD holds in its top three: Amazon.com, Inc., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SCHV or IWD?
SCHV holds 552 securities with 26.61% of its assets in the top 15. IWD has 866 securities and a top 15 weight of 33.59%.
Advertisement
Latest news about SCHV & IWD
ETF Comparison: Schwab U.S. Large-Cap Growth ETF (SCHG) Versus Schwab U.S. Large-Cap Value ETF (SCHV)
March 18, 2025
SCHV
The Fastest Growing and Shrinking ETFs of 2025 So Far
February 5, 2025
IWD
Advertisement
Advertisement
