Schwab U.S. Large-Cap Value ETF (Dow Jones U.S. Large-Cap Value) against SPDR Portfolio S&P 500 Value ETF (S&P 500 Value) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Daily bar history for this pair isn’t loaded yet — returns will appear once the nightly ingest covers both funds.
| SCHV | SPYV | |
|---|---|---|
| Name | Schwab U.S. Large-Cap Value ETF | State Street SPDR Portfolio S&P 500 Value ETF |
| Category | Large Value | Large Value |
| Style | Passive | Passive |
| Expense ratio | 0.04% | 0.04% |
| Assets (AUM) | $15.7B | $36.2B |
| Dividend yield | 1.79% | 1.69% |
| Avg volume (3-mo) | 3.5M | 2.1M |
| Inception | December 11, 2009 | September 25, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| Shared holding | SCHV | SPYV | MIN |
|---|---|---|---|
| XOMExxonMobil Holdings Corp | 2.06% | 2.18% | 2.06% |
| WMTWalmart Inc | 1.55% | 1.65% | 1.55% |
| INTCIntel Corp | 1.37% | 1.44% | 1.37% |
| BACBank of America Corp | 1.28% | 1.37% | 1.28% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.