SCHV vs. VFMV ETF Comparison

Comparison of Schwab U.S. Large-Cap Value ETF (SCHV) to Vanguard U.S. Minimum Volatility ETF (VFMV)
SCHV

Schwab U.S. Large-Cap Value ETF

SCHV Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$27.80

Average Daily Volume

889,709

Number of Holdings *

512

* may have additional holdings in another (foreign) market
VFMV

Vanguard U.S. Minimum Volatility ETF

VFMV Description The investment seeks to provide long-term capital appreciation with lower volatility relative to the broad U.S. equity market. The fund invests primarily in a group of U.S. common stocks that together are deemed by the advisor to have the potential to generate lower volatility relative to the broad U.S. equity market. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$126.54

Average Daily Volume

6,907

Number of Holdings *

165

* may have additional holdings in another (foreign) market
Performance
Period SCHV VFMV
30 Days 3.08% 3.75%
60 Days 4.55% 4.37%
90 Days 6.85% 5.38%
12 Months 28.96% 27.52%
72 Overlapping Holdings
Symbol Grade Weight in SCHV Weight in VFMV Overlap
ABBV D 1.21% 0.74% 0.74%
ABT B 0.82% 1.49% 0.82%
ADI D 0.43% 1.5% 0.43%
AEE A 0.1% 0.19% 0.1%
AJG B 0.26% 0.35% 0.26%
AKAM D 0.05% 0.04% 0.04%
AMAT F 0.58% 0.08% 0.08%
AMGN D 0.63% 0.14% 0.14%
ATR B 0.05% 0.25% 0.05%
BRK.A B 3.51% 0.31% 0.31%
BSX B 0.54% 0.75% 0.54%
CAH B 0.12% 0.64% 0.12%
CB C 0.43% 0.07% 0.07%
CBOE B 0.09% 1.04% 0.09%
CHD B 0.11% 1.44% 0.11%
CI F 0.37% 0.11% 0.11%
CL D 0.31% 1.05% 0.31%
CME A 0.34% 1.14% 0.34%
CMS C 0.08% 0.03% 0.03%
CNA B 0.0% 0.04% 0.0%
COR B 0.17% 1.48% 0.17%
CSCO B 0.95% 1.25% 0.95%
CTSH B 0.16% 0.06% 0.06%
CVX A 1.12% 0.9% 0.9%
DTE C 0.1% 0.03% 0.03%
DUK C 0.36% 1.42% 0.36%
EA A 0.16% 1.16% 0.16%
ED D 0.14% 1.44% 0.14%
FANG D 0.14% 0.3% 0.14%
FE C 0.09% 0.77% 0.09%
GD F 0.29% 1.14% 0.29%
GILD C 0.45% 0.83% 0.45%
GIS D 0.14% 1.0% 0.14%
HOLX D 0.07% 0.36% 0.07%
HPQ B 0.15% 0.96% 0.15%
HSY F 0.1% 0.36% 0.1%
IBM C 0.81% 1.52% 0.81%
JNJ D 1.51% 1.49% 1.49%
JPM A 2.8% 0.05% 0.05%
KMI A 0.22% 0.2% 0.2%
KO D 1.0% 1.4% 1.0%
LMT D 0.46% 1.47% 0.46%
MCD D 0.85% 0.79% 0.79%
MDLZ F 0.35% 0.28% 0.28%
MO A 0.39% 0.24% 0.24%
MRK F 1.01% 1.46% 1.01%
MSI B 0.34% 0.03% 0.03%
MU D 0.45% 0.02% 0.02%
NOC D 0.28% 1.17% 0.28%
NTAP C 0.1% 1.37% 0.1%
PEP F 0.89% 0.04% 0.04%
PFE D 0.58% 0.32% 0.32%
PG A 1.64% 1.48% 1.48%
PPC C 0.01% 0.34% 0.01%
PSX C 0.22% 0.1% 0.1%
QCOM F 0.7% 0.25% 0.25%
ROL B 0.06% 0.23% 0.06%
RSG A 0.18% 1.2% 0.18%
RTX C 0.65% 1.06% 0.65%
SO D 0.39% 1.38% 0.39%
T A 0.67% 1.41% 0.67%
TJX A 0.55% 1.27% 0.55%
TRV B 0.24% 0.38% 0.24%
TXN C 0.74% 1.48% 0.74%
UNM A 0.05% 0.06% 0.05%
VZ C 0.73% 1.0% 0.73%
WEC A 0.13% 0.45% 0.13%
WM A 0.33% 1.06% 0.33%
WMB A 0.29% 0.37% 0.29%
WMT A 1.55% 1.08% 1.08%
WTW B 0.13% 0.93% 0.13%
XOM B 2.18% 1.23% 1.23%
SCHV Overweight 440 Positions Relative to VFMV
Symbol Grade Weight
HD A 1.62%
BAC A 1.27%
ORCL B 1.25%
WFC A 1.02%
DIS B 0.85%
PM B 0.83%
CAT B 0.76%
GS A 0.75%
CMCSA B 0.68%
MS A 0.67%
AXP A 0.66%
NEE D 0.65%
LOW D 0.61%
HON B 0.6%
ETN A 0.59%
UNP C 0.58%
COP C 0.54%
SYK C 0.54%
BX A 0.54%
C A 0.53%
ADP B 0.5%
SCHW B 0.49%
BMY B 0.48%
MMC B 0.45%
SBUX A 0.45%
BA F 0.44%
MDT D 0.44%
PLD D 0.43%
INTC D 0.42%
KKR A 0.42%
DE A 0.42%
UPS C 0.4%
TT A 0.38%
AMT D 0.38%
ICE C 0.37%
NKE D 0.36%
APH A 0.35%
PYPL B 0.35%
AON A 0.34%
PNC B 0.33%
EOG A 0.32%
USB A 0.32%
WELL A 0.32%
CTAS B 0.31%
APD A 0.3%
EMR A 0.3%
MMM D 0.29%
CVS D 0.29%
ITW B 0.29%
COF B 0.28%
FDX B 0.27%
OKE A 0.27%
CSX B 0.27%
CARR D 0.26%
FCX D 0.26%
BDX F 0.26%
ECL D 0.25%
GM B 0.25%
SLB C 0.25%
TFC A 0.25%
HCA F 0.25%
PCAR B 0.24%
NSC B 0.24%
SRE A 0.24%
AMP A 0.23%
JCI C 0.23%
SPG B 0.23%
AFL B 0.23%
RCL A 0.23%
NXPI D 0.23%
TGT F 0.23%
DLR B 0.23%
BK A 0.23%
VST B 0.22%
MPC D 0.22%
AEP D 0.21%
ALL A 0.21%
PSA D 0.21%
DHI D 0.2%
AIG B 0.2%
HWM A 0.2%
MET A 0.2%
D C 0.2%
PWR A 0.2%
NEM D 0.2%
CMI A 0.2%
O D 0.2%
PAYX C 0.19%
KVUE A 0.19%
KMB D 0.19%
LHX C 0.19%
ROST C 0.19%
FIS C 0.19%
FAST B 0.19%
DFS B 0.18%
PRU A 0.18%
AME A 0.18%
PEG A 0.18%
PCG A 0.18%
VLO C 0.18%
CCI D 0.18%
VRSK A 0.17%
DAL C 0.17%
IR B 0.17%
F C 0.17%
LEN D 0.17%
KR B 0.16%
EXC C 0.16%
GEHC F 0.16%
XEL A 0.16%
CBRE B 0.16%
OTIS C 0.16%
MTB A 0.15%
ACGL D 0.15%
KDP D 0.15%
SYY B 0.15%
GLW B 0.15%
YUM B 0.15%
A D 0.15%
MNST C 0.15%
NDAQ A 0.14%
EIX B 0.14%
VICI C 0.14%
WAB B 0.14%
IRM D 0.14%
DD D 0.14%
OXY D 0.14%
HIG B 0.14%
MCHP D 0.14%
EXR D 0.14%
NUE C 0.14%
DOW F 0.13%
CNC D 0.13%
UAL A 0.13%
FITB A 0.13%
GRMN B 0.13%
ARES A 0.13%
ROK B 0.13%
ETR B 0.13%
AVB B 0.13%
PPG F 0.12%
STT A 0.12%
ON D 0.12%
KEYS A 0.12%
TSCO D 0.12%
GPN B 0.12%
EBAY D 0.12%
XYL D 0.12%
RJF A 0.12%
BRO B 0.11%
VLTO D 0.11%
TROW B 0.11%
BR A 0.11%
VTR C 0.11%
FTV C 0.11%
PHM D 0.11%
AWK D 0.11%
DOV A 0.11%
KHC F 0.11%
SW A 0.11%
HAL C 0.11%
HPE B 0.11%
EQT B 0.11%
CDW F 0.1%
CINF A 0.1%
HUBB B 0.1%
DVN F 0.1%
RF A 0.1%
EQR B 0.1%
PPL B 0.1%
CCL B 0.1%
HBAN A 0.1%
SYF B 0.1%
ADM D 0.1%
CLX B 0.09%
STE F 0.09%
LYB F 0.09%
K A 0.09%
NTRS A 0.09%
PKG A 0.09%
LDOS C 0.09%
ES D 0.09%
ZBH C 0.09%
WY D 0.09%
EXPE B 0.09%
WSM B 0.09%
IFF D 0.09%
BIIB F 0.09%
ATO A 0.09%
WRB A 0.08%
MAA B 0.08%
WSO A 0.08%
BAH F 0.08%
TRU D 0.08%
SNA A 0.08%
LUV C 0.08%
INVH D 0.08%
ESS B 0.08%
DRI B 0.08%
OMC C 0.08%
MKC D 0.08%
NRG B 0.08%
ZBRA B 0.08%
CTRA B 0.08%
LH C 0.08%
IP B 0.08%
STX D 0.08%
CNP B 0.08%
STLD B 0.08%
CFG B 0.08%
WDC D 0.08%
AVY D 0.07%
GEN B 0.07%
LNT A 0.07%
DG F 0.07%
MRO B 0.07%
UTHR C 0.07%
CF B 0.07%
ARE D 0.07%
USFD A 0.07%
GWRE A 0.07%
J F 0.07%
BAX D 0.07%
MANH D 0.07%
MAS D 0.07%
GPC D 0.07%
NI A 0.07%
EXPD D 0.07%
TER D 0.07%
IEX B 0.07%
OC A 0.07%
KIM A 0.07%
BBY D 0.07%
BURL A 0.07%
NTNX A 0.07%
XPO B 0.07%
TRMB B 0.07%
PNR A 0.07%
RS B 0.07%
RBA A 0.07%
RPM A 0.07%
LVS C 0.07%
KEY B 0.07%
PFG D 0.07%
DGX A 0.07%
TSN B 0.07%
BALL D 0.07%
NDSN B 0.06%
GLPI C 0.06%
CW B 0.06%
APTV D 0.06%
FFIV B 0.06%
JBL B 0.06%
THC D 0.06%
NWSA B 0.06%
EWBC A 0.06%
ACM A 0.06%
SUI D 0.06%
EVRG A 0.06%
AMCR D 0.06%
EQH B 0.06%
RGA A 0.06%
GGG B 0.06%
ENTG D 0.06%
DOC D 0.06%
EL F 0.06%
VRSN F 0.06%
TXT D 0.06%
L A 0.06%
TOL B 0.06%
SSNC B 0.06%
FNF B 0.06%
SOFI A 0.06%
VTRS A 0.06%
Z A 0.06%
FLEX A 0.06%
FOXA B 0.06%
GME C 0.05%
SNAP C 0.05%
LAMR D 0.05%
DKS C 0.05%
INCY C 0.05%
BJ A 0.05%
RRX B 0.05%
AIZ A 0.05%
NCLH B 0.05%
LECO B 0.05%
BXP D 0.05%
JNPR F 0.05%
AA B 0.05%
UHS D 0.05%
AMH D 0.05%
EMN D 0.05%
SJM D 0.05%
KMX B 0.05%
OVV B 0.05%
ALLE D 0.05%
JEF A 0.05%
REG B 0.05%
JLL D 0.05%
HST C 0.05%
NVT B 0.05%
WPC D 0.05%
SCI B 0.05%
ITT A 0.05%
JKHY D 0.05%
BG F 0.05%
TPR B 0.05%
DLTR F 0.05%
CHRW C 0.05%
ALB C 0.05%
CPT B 0.05%
CAG D 0.05%
SWK D 0.05%
ELS C 0.05%
SWKS F 0.05%
UDR B 0.05%
AOS F 0.04%
CPB D 0.04%
MGM D 0.04%
ZION B 0.04%
OGE B 0.04%
APG B 0.04%
HRL D 0.04%
CFR B 0.04%
TFX F 0.04%
SNX C 0.04%
ORI A 0.04%
CMA A 0.04%
WCC B 0.04%
KNX B 0.04%
DCI B 0.04%
MORN B 0.04%
TPX B 0.04%
FBIN D 0.04%
HSIC B 0.04%
REXR F 0.04%
AES F 0.04%
SOLV C 0.04%
AAL B 0.04%
CIEN B 0.04%
RGLD C 0.04%
AR B 0.04%
AYI B 0.04%
WAL B 0.04%
ALLY C 0.04%
GL B 0.04%
WTRG B 0.04%
PR B 0.04%
LKQ D 0.04%
LAD A 0.04%
EHC B 0.04%
CNH C 0.04%
MKTX D 0.04%
AFG A 0.04%
RPRX D 0.04%
WBS A 0.04%
ARMK B 0.04%
WWD B 0.04%
OHI C 0.04%
PNW B 0.04%
ERIE D 0.04%
TAP C 0.04%
FHN A 0.04%
IPG D 0.04%
TTEK F 0.04%
CCK C 0.04%
CG A 0.04%
TECH D 0.04%
CUBE D 0.04%
LW C 0.04%
VFC C 0.03%
STWD C 0.03%
PARA C 0.03%
MTN C 0.03%
DAR C 0.03%
ELAN D 0.03%
BEN C 0.03%
UHAL D 0.03%
CGNX C 0.03%
GNTX C 0.03%
BBWI D 0.03%
DINO D 0.03%
LSCC D 0.03%
ALV C 0.03%
MHK D 0.03%
FMC D 0.03%
BSY D 0.03%
MASI A 0.03%
MIDD C 0.03%
G B 0.03%
JAZZ B 0.03%
WEX D 0.03%
RHI B 0.03%
HII D 0.03%
DVA B 0.03%
WH B 0.03%
AGNC D 0.03%
BWA D 0.03%
ACI C 0.03%
KBR F 0.03%
IVZ B 0.03%
MTCH D 0.03%
VOYA B 0.03%
SEIC B 0.03%
BERY B 0.03%
CE F 0.03%
ONTO D 0.03%
CHRD D 0.03%
NNN D 0.03%
HAS D 0.03%
MOS F 0.03%
CZR F 0.03%
APA D 0.03%
LNW D 0.03%
CRBG B 0.03%
EGP F 0.03%
CBSH A 0.03%
TTC D 0.03%
WYNN D 0.03%
FRT B 0.03%
AXTA A 0.03%
WLK D 0.02%
ST F 0.02%
POST C 0.02%
LEA D 0.02%
SIRI C 0.02%
AGCO D 0.02%
BRKR D 0.02%
WBA F 0.02%
COLD D 0.02%
ARW D 0.02%
UI A 0.01%
REYN D 0.01%
LCID F 0.01%
AGR B 0.01%
BOKF B 0.01%
COTY F 0.01%
ADTN A 0.01%
PAG B 0.01%
SCHV Underweight 93 Positions Relative to VFMV
Symbol Grade Weight
MCK B -1.52%
DOX D -1.5%
EQC B -1.49%
PGR A -1.48%
TMUS B -1.43%
CVLT B -1.38%
ROP B -1.33%
MSFT F -1.3%
MUSA A -1.13%
REGN F -1.12%
ORLY B -1.11%
IDT B -1.1%
IDCC A -1.06%
KEX C -1.05%
FCN D -0.98%
LRN A -0.97%
MGEE C -0.89%
HSTM B -0.84%
VECO F -0.78%
DLB B -0.78%
UNH C -0.75%
TYL B -0.74%
TKO B -0.73%
CHE D -0.69%
SPOT B -0.68%
SAFT C -0.67%
BLKB B -0.66%
CTRE D -0.65%
CRUS D -0.64%
AVGO D -0.64%
GOOGL C -0.64%
NSIT F -0.56%
WTM A -0.54%
AAPL C -0.54%
YELP C -0.52%
NABL F -0.51%
GOOG C -0.48%
META D -0.47%
GDDY A -0.46%
MATX C -0.45%
PBH A -0.42%
NEU C -0.4%
FLO D -0.38%
INSW F -0.37%
V A -0.35%
DTM B -0.35%
AZO C -0.34%
LAUR A -0.34%
NVEC C -0.33%
THFF B -0.33%
LLY F -0.32%
VERX B -0.3%
RLI B -0.3%
QRVO F -0.28%
OLLI D -0.26%
LIN D -0.24%
JBSS D -0.24%
MCS B -0.22%
EXEL B -0.21%
AMSF B -0.21%
LOPE B -0.2%
MTSI B -0.2%
DECK A -0.2%
IMMR C -0.2%
ACN C -0.2%
EBF F -0.2%
JJSF B -0.19%
CASS B -0.19%
QNST B -0.18%
HQY B -0.18%
SPOK C -0.15%
FDP B -0.15%
OLED D -0.14%
HCKT B -0.14%
SPNS F -0.14%
TW A -0.13%
PI D -0.12%
DGICA A -0.1%
TNK F -0.09%
DJCO B -0.09%
KLAC D -0.07%
CNXN C -0.07%
OSIS B -0.06%
PEBK B -0.04%
LANC C -0.04%
CLBK B -0.04%
GLRE B -0.04%
NBIX C -0.03%
BCAL B -0.03%
EIG B -0.03%
VRTX F -0.03%
MRAM D -0.02%
FFNW C -0.02%
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