Schwab US Large-Cap Value ETF

SCHV

Market cap $14.1B

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Schwab U.S. Large-Cap Value ETF (SCHV), a passively managed exchange traded fund launched on December 11, 2009.

SCHV offers a value-focused approach, tracking the Dow Jones U.S. Large-Cap Value Index for investors seeking large-cap value exposure. The ETF has delivered solid performance over the past year, supporting its role as a core holding for value-oriented portfolios. Value funds like SCHV remain attractive amid market uncertainties, providing diversification away from growth-heavy strategies.

SCHV offers strong value exposure, defensive characteristics, and a low expense ratio, making it a core holding for value diversification. The ETF's style purity leads to low tech exposure and high sector diversification, but results in lower returns versus peers with growth tilts. While SCHV lags VTV in bull markets, it should excel during true value-driven regimes, supporting its role as a portfolio stabilizer.

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Schwab U.S. Large-Cap Value ETF (SCHV), a passively managed exchange traded fund launched on 12/11/2009.

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund launched on 12/11/2009.

Schwab U.S. Large-Cap Value ETF (SCHV) is recommended for its ability to limit downside risk and generate steady returns, outperforming broader market indices in uncertain conditions. SCHV's portfolio, heavily weighted in financials, industrials, and health care sectors, is poised for robust earnings growth, supporting share price and dividend returns. The ETF's low per share price, attractive valuations, and high liquidity make it an appealing long-term investment option with a low expense ratio of 0.04%.

Value ETFs present a strategic investment opportunity to navigate ongoing volatility and potential shifts in trade policies.

Active and passive investors alike have plenty to gain from considering exchange traded funds (ETFs) as part of their investing strategy.

The Schwab U.S. Large-Cap Value ETF (SCHV) was launched on 12/11/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

SCHV warrants a 'Buy' rating due to its diversified sector concentration, low expense ratio, and attractive valuation compared to other value funds. Schwab U.S. Large-Cap Value ETF's reduced IT sector weight and focus on financials and energy sectors position it for strong future returns. Despite lower past performance, the Fund's top holdings, like Berkshire Hathaway, JPMorgan, and Exxon Mobil, offer solid fundamentals and growth prospects.