SCHV vs VO

Schwab US Large-Cap Value ETF vs Vanguard Mid-Cap ETF

Quick take
  • VO has the lower expense ratio at 0.03% vs 0.04% for SCHV.
  • SCHV pays a higher dividend yield (1.75%).

Side-by-side metrics

MetricSCHVVO
Expense ratio
Annual fee. Lower is better.
0.04%0.03%
Dividend yield
Trailing 12-month yield.
1.75%1.33%
AUM
Assets under management — bigger funds are typically more liquid.
$15.93B$223.97B
YTD return
16.15%11.23%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.760.95
P/E ratio
22.4124.01
Last price
$34.47$81.06
Inception
Issuer
SchwabVanguard

SCHV top holdings

Top holdings · SCHV
MUMicron Technology Inc4.02%
BRK-BBerkshire Hathaway Inc Class B2.83%
JPMJPMorgan Chase & Co2.75%
INTCIntel Corp1.94%
JNJJohnson & Johnson1.94%
XOMExxon Mobil Corp1.76%
AMATApplied Materials Inc1.72%
LRCXLam Research Corp1.60%
WMTWalmart Inc1.57%
CATCaterpillar Inc1.48%
Sector breakdown · SCHV
Real Estate3.9%
Consumer Cyclical6.5%
Basic Materials2.5%
Consumer Defensive8.1%
Technology22.9%
Communication Services2.1%
Financial Services18.7%
Utilities4.3%
Industrials13.9%
Energy5.9%
Healthcare11.2%

VO top holdings

Top holdings · VO
STXSeagate Technology Holdings PLC1.90%
WDCWestern Digital Corp1.78%
VRTVertiv Holdings Co Class A1.17%
PWRQuanta Services Inc1.05%
HWMHowmet Aerospace Inc1.02%
MRVLMarvell Technology Inc0.88%
CMICummins Inc0.88%
CEGConstellation Energy Corp0.88%
SLBSLB Ltd0.81%
DDOGDatadog Inc Class A0.80%
Sector breakdown · VO
Real Estate5.2%
Consumer Cyclical9.1%
Basic Materials3.9%
Consumer Defensive4.8%
Technology21.0%
Communication Services2.8%
Financial Services12.1%
Utilities7.9%
Industrials18.0%
Energy7.7%
Healthcare7.5%

About SCHV

SCHV (Schwab US Large-Cap Value ETF) is Large-cap US value at low cost. Managed by Schwab, the fund carries $15.9B in assets under management, an expense ratio of 0.04%, a dividend yield of 1.75%. Its largest holding is Micron Technology Inc (MU), which represents 4.0% of the portfolio. Real Estate is the fund's largest sector exposure at 3.9%.

About VO

VO (Vanguard Mid-Cap ETF) is US mid-cap stocks across sectors. Managed by Vanguard, the fund carries $224.0B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.33%. Its largest holding is Seagate Technology Holdings PLC (STX), which represents 1.9% of the portfolio. Real Estate is the fund's largest sector exposure at 5.2%.