Data as of Oct 28, 2026.
SCHB vs SCHV: Differences, Returns & Fees
Over the year to Oct 28, 2026, SCHB returned +13.4% to SCHV's +20.8%; 43% of their weight is in the same names.
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Net assets on Aug 31, 2026: $44.6bn for Schwab U.S. Broad Market ETF and $15.7bn for Schwab U.S. Large-Cap Value ETF.
Pair scorecard
SCHB costs 0.01 points a year less; their one-year returns differ by 7.4 points; SCHB is 2.8 times larger.
| Measure | SCHB | SCHV |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.4% | +20.8% |
| Benchmark | ||
| What it tracks | Dow Jones U.S. Broad Stock Market Index | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.03% | 0.04% |
| Net assets, as of Aug 31, 2026 | $44.6bn | $15.7bn |
| Holdings | ||
| Holdings in common | 43% | |
| Top ten holdings, share of the fund | 33.7% | 20.3% |
Holdings in common uses holdings dated Aug 31, 2026. Method
Risk and return
Dec 18, 2009 to Oct 23, 2026 · 879 weekly returnsSCHB returned more: +794.0% to +533.9%. SCHV swung slightly less: 15.5% to 16.5%. SCHB fell slightly less at its worst: −33.3% to −34.3%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | SCHB | SCHV | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +794.0% | +533.9% | SCHB | Price change plus distributions, reinvested. |
| Annualized | +13.8% | +11.5% | SCHB | Total return as a yearly rate. |
| Price return | +571.5% | +310.6% | SCHB | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 16.5% | 15.5% | SCHV (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 11.4% | 10.9% | SCHV (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −33.3% | −34.3% | SCHB (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.78 | 0.68 | SCHB | Return above Treasury bills per unit of volatility. |
| Sortino | 1.12 | 0.97 | SCHB | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.42 | 0.34 | SCHB | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 879 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, SCHB and SCHV hold 43% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026.
half
43% in common
Only in one fund ↓
Side by side
SCHB and SCHV on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
SCHB and SCHV do different jobs. What does each one do in a portfolio?
- What each follows. SCHB follows Dow Jones U.S. Broad Stock Market Index and SCHV follows Dow Jones U.S. Large-Cap Value Total Stock Market Index.
- Holdings in common. 43% of the weight is in the same securities (holdings dated Aug 31, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 SCHB returned +13.4% and SCHV +20.8% with distributions reinvested, a gap of 7.4 points.
Data as of Oct 28, 2026.
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SCHB
SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.
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, SCHB or SCHV?
- In the year to Oct 28, 2026, with distributions reinvested, SCHB returned +13.4% and SCHV +20.8%.
- Which is cheaper, SCHB or SCHV?
- SCHB is cheaper, by 0.01 percentage points a year. That is about $1 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.
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ETFIQ, SCHB against SCHV, data as of Oct 28, 2026. https://etfiq.com/compare/any/schb-vs-schv
ETFIQ. (Oct 28, 2026). SCHB against SCHV. Retrieved from https://etfiq.com/compare/any/schb-vs-schv
[SCHB against SCHV (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/schb-vs-schv)
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