SCHV:ARCA-Schwab U.S. Large-Cap Value

ETF | Large Value | NYSE Arca

Last Closing

USD 51


0.00 (0.00)%

Market Cap

USD 2.64B



Analyst Target

Analyst Rating


ducovest Verdict



The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Value Total Stock Market Index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors.

Inception Date: 11/12/2009

Primary Benchmark: DJ US TSM Large Cap Value TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.07%

Management Expense Ratio: 0.04 %

Unadjusted Closing Price

Adjusted Closing Price



Top Sectors


Top Regions


Share Volume

Relative Performance (Total Returns)

Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
VTV Vanguard Value 0.04 %


USD 48.05B
IWD iShares Russell 1000 Value 0.19 %


USD 38.18B
VYM Vanguard High Dividend Yield 0.06 %


USD 24.08B
DIA SPDR Dow Jones Industrial Aver.. 0.17 %


USD 20.70B
SDY SPDR S&P Dividend 0.35 %


USD 18.68B
IVE iShares S&P 500 Value 0.18 %


USD 15.25B
SCHD Schwab US Dividend Equity 0.07 %


USD 9.41B
DGRO iShares Core Dividend Growth 0.08 %


USD 7.60B
HDV iShares Core High Dividend 0.08 %


USD 7.23B
FVD First Trust VL Dividend 0.70 %


USD 6.32B

ETFs Containing SCHV


Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Capital Gain 3.47% 35% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.47% 35% F 36% F
Trailing 12 Months  
Capital Gain -9.49% 52% F 51% F
Dividend Return 1.94% 36% F 37% F
Total Return -7.55% 48% F 48% F
Trailing 5 Years  
Capital Gain 25.80% 51% F 74% C
Dividend Return 14.45% 44% F 50% F
Total Return 40.25% 47% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 6.69% 55% F 70% C-
Dividend Return 9.42% 63% D 71% C-
Total Return 2.73% 66% D 53% F
Risk Return Profile  
Volatility (Standard Deviation) 7.96% 64% D 77% C+
Risk Adjusted Return 118.30% 70% C- 91% A-
Market Capitalization 2.64B 85% B 79% C+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike