Compare/Updated Oct 26, 2026, refreshed every trading day
SCHV vs VTV
Schwab U.S. Large-Cap Value ETF against Vanguard Morningstar Value ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
VTV did better over the period: $1,000 invested on Oct 28, 2022 would be worth $1,784 versus $1,727 for SCHV, a 78.4% versus 72.7% total return. VTV also led across every listed period, including 1 year (+23.0% versus +20.4%) and 3 years (+74.9% versus +72.0%). The advantage matters because the funds are highly similar, with a 0.982 correlation in daily moves, yet VTV delivered higher returns with lower 12-month volatility: 10.1% versus 11.3%. VTV also experienced a slightly smaller worst drawdown, -14.5% versus -15.3%. Its expense ratio was marginally lower at 0.03% versus 0.04%, although SCHV had the lower price and still won in 21 of the last 48 months. Overall, VTV provided the stronger combination of return and risk results over this period.
- Price is above its 200-day average ($33); 50-day at $34.
- RSI 57, neutral. Supertrend says buy. ADX 22, so the trend is developing.
- Price is above its 200-day average ($210); 50-day at $222.
- RSI 61, neutral. Supertrend says buy. ADX 24, so the trend is developing.
Head to head
Which has returned more, SCHV or VTV?
SCHV beat VTV in 21 of the last 48 months; VTV won the other 27. The typical monthly gap was 0.42 points.
Total return by period
Which is riskier?
Both: Nov 29, 2024 to Apr 8, 2025
- 0.982
- correlation of daily moves, 4 years
- 1.04
- SCHV move per 1% in VTV
- 0.951
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.42 points.
When did they diverge?
| Month | SCHV | VTV | Gap |
|---|---|---|---|
| July 2026 | -2.1% | +0.9% | -3.06 pts |
| January 2023 | +4.1% | +2.8% | +1.32 pts |
| April 2026 | +6.5% | +5.4% | +1.06 pts |
| October 2026 | +3.1% | +4.2% | -1.06 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with SCHV and VTV?
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