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SCHV: Schwab U.S. Large-Cap Value ETF (ETF)
Basic Info 33.52 0.66(1.93%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 12/11/2009 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 2.24% |
| Expenses | 0.04% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/11/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 13.7 | 27.4 | 18.3 | 10.2 | 11.4 | 11.4 | 11.5 | 16.0 | 14.1 | 8.9 | -7.6 | 25.6 | 2.6 | 25.9 | -7.3 | 16.6 | 15.7 | -1.2 | 11.0 | 31.0 | 15.1 | 3.6 | 14.8 | -0.4 |
| Sharpe Ratio | NA | 2.9 | 2.39 | 1.24 | 0.54 | 0.57 | NA | 0.65 | 0.85 | 1.0 | 0.43 | -0.45 | 2.03 | 0.07 | 2.1 | -0.57 | 2.44 | 1.23 | -0.08 | 1.03 | 2.79 | 1.26 | 0.16 | 0.84 | -0.74 |
| Draw Down(%) | NA | 6.8 | 6.8 | 15.3 | 19.8 | 37.1 | NA | 37.1 | 14.2 | 7.7 | 11.3 | 19.8 | 5.1 | 37.1 | 6.6 | 17.7 | 3.1 | 8.9 | 13.0 | 7.3 | 5.7 | 9.1 | 18.4 | 14.5 | 1.7 |
| Standard Deviation(%) | NA | 12.1 | 10.6 | 12.7 | 14.5 | 17.0 | NA | 16.3 | 15.5 | 10.6 | 12.5 | 20.1 | 12.6 | 35.8 | 11.6 | 15.2 | 6.5 | 12.6 | 15.1 | 10.6 | 11.1 | 12.0 | 22.2 | 17.5 | 9.1 |
| Treynor Ratio | NA | 0.33 | 0.25 | 0.15 | 0.08 | 0.1 | NA | 0.11 | 0.13 | 0.11 | 0.05 | -0.09 | 0.26 | 0.02 | 0.24 | -0.09 | 0.17 | 0.16 | -0.01 | 0.11 | 0.31 | 0.16 | 0.04 | 0.16 | -0.07 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 |
| Beta | NA | 1.06 | 1.03 | 1.02 | 1.03 | 0.99 | NA | 0.97 | 1.02 | 1.0 | 1.04 | 1.06 | 0.97 | 0.97 | 1.01 | 0.96 | 0.91 | 0.94 | 0.97 | 0.97 | 0.99 | 0.94 | 0.92 | 0.95 | 0.93 |
| RSquared | NA | 0.97 | 0.96 | 0.98 | 0.98 | 0.96 | NA | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.97 | 0.94 | 0.98 | 0.99 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.94 |
| Yield(%) | N/A | 0.5 | 2.2 | 1.8 | 1.9 | 3.2 | 4.3 | N/A | 2.3 | 2.0 | 2.6 | 2.1 | 2.4 | 3.0 | 3.7 | 2.7 | 2.7 | 2.3 | 2.6 | 2.6 | 2.7 | 3.2 | 2.6 | 2.5 | 0.2 |
| Dividend Growth(%) | N/A | -76.5 | -49.2 | -26.9 | -14.5 | N/A | N/A | N/A | -58.1 | -15.6 | 8.1 | 10.9 | -21.7 | -0.4 | 20.7 | 15.8 | 35.1 | -15.9 | 8.8 | 18.5 | -4.8 | 25.1 | 14.6 | 1522.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/2009
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See LARGE VALUE Asset Class Trend Rankings |
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