SCHV ETF

The Schwab U.S. Large-Cap Value ETF (SCHV) started on December 11, 2009. It is a passively managed fund that aims to provide wide access to the Large Cap Value part of the US stock market.

SCHV oversees $12 billion with an expense ratio of 0.04% and provides a safer option for large-cap investments. With less focus on technology and more on the Financials sector, it offers more stability and better prospects in times of low interest rates. Although SCHV might not perform as well during rapid growth phases, its lower valuation and reduced volatility make it a good option for cautious investors right now.

Investors wanting to invest in high-quality large-cap stocks may find it quite challenging to choose the right ones. Being a stock picker in this area can lead to a lot of frustration.

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund launched on 12/11/2009.

Value has lagged growth for a while and could be due for a comeback. SCHV has seen reasonable dividend growth on a year-over-year basis. The lack of Tech holdings makes this fund a good diversifier.

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund launched on 12/11/2009.

SCHV is a nicely diversified investment vehicle that targets comparatively inexpensive U.S. stocks. Financials-heavy SCHV is offering a weighted-average adjusted EY of around 5.2% that comes with a 5.24% forward EPS growth rate. SCHV underperformed IVV and IVE over the January 2010–May 2024 period, capturing less downside but, sadly, less upside as well.

Schwab U.S. Large-Cap Value ETF™ holds over 500 stocks with value characteristics based on forward P/E, price-to-book and dividend. The SCHV ETF is well-diversified across sectors and holdings, but heavily weighted in financials. The fund has lagged behind the S&P 500 since its inception and underperformed other value funds in recent years.

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Schwab U.S. Large-Cap Value ETF (SCHV), a passively managed exchange traded fund launched on 12/11/2009.