Data as of Oct 28, 2026.
EQWL vs SCHV: Differences, Returns & Fees
Over the year to Oct 28, 2026, EQWL returned +15.1% to SCHV's +20.8%; 41% of their weight is in the same names.
askIQ about this page
askIQ about EQWL and SCHV
Net assets: $2.8bn on Oct 27, 2026 for Invesco S&P 100 Equal Weight ETF, and $15.7bn on Aug 31, 2026 for Schwab U.S. Large-Cap Value ETF.
Pair scorecard
SCHV costs 0.21 points a year less; their one-year returns differ by 5.7 points.
| Measure | EQWL | SCHV |
|---|---|---|
| Return | ||
| Total return, 1 year | +15.1% | +20.8% |
| Benchmark | ||
| What it tracks | S&P 100 Equal Weight Index | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.25% | 0.04% |
| Net assets, EQWL as of Oct 27, 2026 and SCHV as of Aug 31, 2026 | $2.8bn | $15.7bn |
| Holdings | ||
| Holdings in common | 41% | |
| Top ten holdings, share of the fund | 11.9% | 20.3% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, EQWL and SCHV hold 41% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
41% in common
Only in one fund ↓
Side by side
EQWL and SCHV on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
EQWL and SCHV are built for the same job. How do they differ in cost, holdings and results?
- What each follows. EQWL follows S&P 100 Equal Weight Index and SCHV follows Dow Jones U.S. Large-Cap Value Total Stock Market Index.
- Holdings in common. 41% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 EQWL returned +15.1% and SCHV +20.8% with distributions reinvested, a gap of 5.7 points.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
EQWL
EQWL tracks an index. Over the year to Oct 28, 2026 it returned +15.1% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 27, 2026, 99% of the fund by weight is stocks the S&P 500 also holds, across 103 positions, with the top ten at 11.9%.
SCHV
SCHV tracks an index. Over the year to Oct 28, 2026 it returned +20.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% a year. By its holdings filed for Aug 31, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 555 positions, with the top ten at 20.3%.
Questions people ask
- Which returned more over the last year, EQWL or SCHV?
- In the year to Oct 28, 2026, with distributions reinvested, EQWL returned +15.1% and SCHV +20.8%.
- Which is cheaper, EQWL or SCHV?
- SCHV is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, EQWL against SCHV, data as of Oct 28, 2026. https://etfiq.com/compare/any/eqwl-vs-schv
ETFIQ. (Oct 28, 2026). EQWL against SCHV. Retrieved from https://etfiq.com/compare/any/eqwl-vs-schv
[EQWL against SCHV (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/eqwl-vs-schv)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.