VTV vs SCHV

Both VTV and SCHV are ETFs. VTV has a higher 5-year return than SCHV (8.77% vs 8.31%). VTV and SCHV have the same expense ratio (0.04%). Below is the comparison between VTV and SCHV.

SCHV VTV
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Value
Issuer Charles Schwab Vanguard
Net Assets $5.47B $44.94B
Expense Ratio 0.04% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.76% 3.07%
Underlying Index Dow Jones U.S. Large Cap Value Total Stock Market Index CRSP US Large Cap Value Index
YTD Return -7.15% -7.48%
1-Year Return -0.13% 0.34%
3-Year Return 4.25% 5.16%
5-Year Return 8.31% 8.77%
10-Year Return 10.45% 10.93%

VTV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VTV performance & returns

YTD Return -7.48%
1-Month Return 1.25%
3-Month Return 5.39%
1-Year Return 0.34%
3-Year Return 5.16%
5-Year Return 8.77%
10-Year Return 10.93%
VTV expense ratio is 0.04%.

VTV holdings

Top 10 Holdings (22.95% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.29%
Johnson & Johnson JNJ 3.23%
Procter & Gamble Co PG 2.74%
UnitedHealth Group Inc UNH 2.37%
JPMorgan Chase & Co JPM 2.32%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.90%
Merck & Co Inc MRK 1.72%
Intel Corp INTC 1.72%
AT&T Inc T 1.70%

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SCHV description

The Fund seeks to track as closely as possible the total return of the Dow Jones U.S. Large Cap Value Total Stock Market Index. Under normal circumstances, the Fund will invest at least 90% of its net assets in stocks that are included in the underlying index.

SCHV performance & returns

YTD Return -7.15%
1-Month Return 1.83%
3-Month Return 5.92%
1-Year Return -0.13%
3-Year Return 4.25%
5-Year Return 8.31%
10-Year Return 10.45%
SCHV expense ratio is 0.04%.

SCHV holdings

Top 10 Holdings (20.34% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.48%
JPMorgan Chase & Co JPM 2.42%
Intel Corp INTC 2.10%
Verizon Communications Inc VZ 1.93%
AT&T Inc T 1.82%
Cisco Systems Inc CSCO 1.67%
Merck & Co Inc MRK 1.64%
Exxon Mobil Corp XOM 1.60%
Bank of America Corp BAC 1.56%

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