Skip to content
Informed Portfolio logoInformed Portfolio

ETF · real data, updated daily

SCHV · Schwab U.s. Large-cap Value ETF

Over the last 15 years (2011-10 to 2026-10), $10,000 invested in SCHV with dividends reinvested grew to $58,646, 12.44% a year, with a worst peak-to-trough fall of -25.64%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-10 to 2026-10 · dividends reinvested

CAGR (annualized return)
12.44%
Volatility (annualized)
13.86%
Worst drawdown
-25.64%
Sharpe ratio
0.80

How SCHV held up in past market crashes

SCHV has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 36.6% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 10 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of SCHV in each market crash, next to the S&P 500
CrashSCHV deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-18.9%-20.2%Sep 2018 to Dec 20187 months
2020 COVID crash-36.6%-34.1%Feb 2020 to Mar 202010 months
2022 bear market-21.1%-25.4%Jan 2022 to Sep 202217 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About SCHV

Schwab U.S. Large-Cap Value ETF is an exchange-traded fund that focuses on large-cap U.S. companies with value characteristics. Its objective is to track the Dow Jones U.S. Large-Cap Value Total Stock Market Index as closely as possible, providing diversified exposure to established businesses across sectors such as financials, healthcare, industrials, consumer staples, and energy. The fund uses a rules-based approach to select and weight holdings, resulting in a portfolio built around companies with lower valuation profiles relative to the broader market. It is designed for investors seeking broad access to the U.S. value segment through a single fund, combining diversification, transparency, and passive index-based management. Schwab U.S. Large-Cap Value ETF is part of Charles Schwab Asset Management’s lineup of low-cost equity ETFs and is used as a core building block for value-oriented U.S. stock market exposure.

Put SCHV to the test

Every tool below opens prefilled with SCHV: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.