SCHG vs SLYV ETF Comparison
Compare SCHG and SLYV across fund costs, diversification, holdings, performance, income, risk and current AlgovestIQ evidence.
What is the main difference between SCHG and SLYV?
SCHG is Schwab U.S. Large-Cap Growth ETF, while SLYV is State Street SPDR S&P 600 Small Cap Value ETF. SCHG is tied to Equity; SLYV is tied to Equity. SLYV is broader by holdings count, with 461 positions versus 194 for SCHG. SCHG is more concentrated at the top, based on top-10 holdings weight.
| Metric | SCHG | SLYV | Type |
|---|---|---|---|
| Expense ratio | 0.04% | 0.15% | Fund |
| Assets under management | $62.5B | $5.0B | Fund |
| Holdings | 194 | 461 | Fund |
| Top-10 concentration | 78.9% | 15.3% | Fund |
| Average volume | 13,892,019 | 376,014 | Fund |
| Underlying exposure | Equity | Equity | Fund |
| Annualized volatility | 16.7% | 16.8% | Risk |
| Max drawdown | -16.6% | -9.4% | Risk |
| Beta | 1.23 | 0.90 | Risk |
| Sharpe ratio | 0.81 | 1.20 | Risk |
| Sortino ratio | 1.20 | 2.01 | Risk |
| AIQ Score | 58/100 | 53/100 | AlgovestIQ |
| AIQ Edge Score | 7/10 | 5/10 | AlgovestIQ |
| Momentum | 62/100 | 32/100 | AlgovestIQ |
| Risk Resilience | 78/100 | 85/100 | AlgovestIQ |
AlgovestIQ AIQ Comparison
Schwab U.S. Large-Cap Growth ETF vs State Street SPDR S&P 600 Small Cap Value ETF
SCHG leads
SCHG leads by 5 AIQ points, primarily on Momentum and Quality, having only recently taken the lead back from SLYV.
Fragile: 2 of 4 evidence groups support SCHG, the lead recently changed hands, and its current signal state is conflicted.
Schwab U.S. Large-Cap Growth ETF
State Street SPDR S&P 600 Small Cap Value ETF
The Algovestiq AIQ Score currently favors SCHG over SLYV, 58 versus 53 as of Sep 5, 2026. SCHG's advantage is driven primarily by stronger momentum and quality, while SLYV holds the stronger value profile. SCHG also shows the stronger technical structure relative to its 50-day moving average. 2 of 4 covered evidence groups favor SCHG today, and the comparison is rated Fragile on stability: the AIQ gap is narrow at 5 points. SCHG lead: Reversed — SLYV led by 1 AIQ points 30 sessions ago; SCHG now leads by 5.
Compare Schwab U.S. Large-Cap Growth ETF and State Street SPDR S&P 600 Small Cap Value ETF across performance, expense ratio, dividend yield, drawdown, volatility and the Algovestiq AIQ Score.
Compare SCHG and SLYV against another ticker
Open a multi-ticker workspace without changing this focused pair page.
AIQ Factor Divergence
Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.
- Momentum25%62 vs 32SCHG +30
- Value30%30 vs 56SLYV +26
- Quality30%71 vs 50SCHG +21
- Risk Resilience15%78 vs 85SLYV +7
2 of 4 evidence groups favor SCHG. SCHG’s edge is concentrated in momentum and quality; SLYV keeps a meaningful value edge.
What changed since the last close
Latest scored session 2026-09-03, compared against the prior scored session 2026-09-02.
Largest factor move: Momentum +9
No new signals fired.
Largest factor move: Momentum -1
No new signals fired.
SCHG's lead widened by 3 AIQ points in the latest snapshot.
Deeper signal detail for each name lives on its own signals page — SCHG and SLYV both carry a full feed there.
The central trade-off
SCHG (Schwab U.S. Large-Cap Growth ETF): the stronger current systematic profile, led by momentum and quality.
SLYV (State Street SPDR S&P 600 Small Cap Value ETF): the counter-case, on value, risk resilience, valuation.
Which one fits your objective
The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.
Balanced
SCHGSCHG on the overall AIQ Score, which weights Quality and Value at 30% each.
Growth
EvenGrowth figures are not covered for both names.
Value
SLYVSLYV on the peer-relative Value factor, by 26 points.
Momentum
SCHGSCHG on the Momentum factor, by 30 points.
Lower downside
SLYVSLYV on Risk Resilience, by 7 points.
Analyst upside
EvenAnalyst targets are level or not covered for both names.
Fund facts, side by side
Two funds tracking overlapping universes are separated by cost and risk far more than by holdings. Those lead here.
| Measure | SCHG | SLYV | Why it matters |
|---|---|---|---|
| Expense ratio | 0.04% | 0.15% | Lower is better — it compounds against you every year you hold. |
| Assets under management | $62.5B | $5.0B | Larger funds generally carry tighter spreads. |
| Holdings | 196 | 461 | More holdings means broader diversification, not better returns. |
| Average volume | 13,892,019 | 376,014 | Liquidity — matters most if you trade size. |
| Annualized volatility | 16.7% | 16.8% | Lower is a steadier ride for the same exposure. |
| Max drawdown | -16.6% | -9.4% | The worst peak-to-trough loss on record for the fund. |
| Sharpe ratio | 0.81 | 1.20 | Return per unit of risk. Higher is better. |
| Beta | 1.23 | 0.90 | Sensitivity to the broad market. Neither direction is better — it depends on the role in your portfolio. |
Where the exposure actually sits
SCHG and SLYV share 0.08% of their weighted exposure across 3 common holdings.
SCHG is the more concentrated of the two: its ten largest positions are 78.87% of the fund, against 15.28% for SLYV (194 holdings vs 461). Concentration cuts both ways — it is what drives outperformance when the top names work, and what makes the drawdown deeper when they do not.
191 holdings are unique to SCHG and 458 to SLYV. Owning both is genuinely additive — most of the capital sits in different securities.
Largest shared positions
| Holding | SCHG | SLYV | Shared |
|---|---|---|---|
| PAYCPAYCOM SOFTWARE | 0.04% | 1.08% | 0.04% |
| MBGLMOBILITY GLOBAL INC | 0.02% | 0.37% | 0.02% |
| POOLPOOL | 0.02% | 0.64% | 0.02% |
Shared weight is the lower of the two positions — the portion of capital both funds genuinely have in the same security.
ETF comparison questions
Short answers to the fund-specific questions behind this comparison.
Which ETF is more diversified, SCHG or SLYV?
SLYV currently has more reported holdings, with 461 positions versus 194.
Which has the lower expense ratio?
SCHG has the lower reported expense ratio in the current fund profile.
Which ETF has the higher distribution yield?
The current dataset does not show a higher-yield winner.
Which ETF has been more volatile?
SLYV has the higher annualized volatility in the current risk snapshot.
Which ETF has had the smaller drawdown?
SLYV has the less severe max drawdown in the current risk snapshot.
Which ETF has the stronger current AlgovestIQ evidence?
SCHG currently leads on supporting AlgovestIQ evidence, 58 to 53.
AIQ Agreement Matrix
2 of 4 covered evidence groups favor SCHG. A wide gap backed by one group is a weaker case than a narrow gap backed by five.
| Evidence group | Favors | Reading |
|---|---|---|
| AIQ Score | SCHG | 58 vs 53 |
| Fundamentals | Not covered | Not covered |
| Valuation | SLYV | Value 30 vs 56 |
| Technicals | SCHG | Price vs 50-day 2.3% vs 0.4%; vs 200-day 9.2% vs 8.3% |
| Risk Resilience | SLYV | Risk Resilience 78 vs 85 |
| Analyst expectations | Not covered | Not covered |
✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of SCHG and SLYV and are excluded from the count.
AIQ Decision Stability
The conclusion is sensitive to small changes. Treat the lead as provisional and watch the flip conditions below.
- The AIQ gap is narrow at 5 points. (argues the conclusion is provisional)
- Only 2 of 4 covered evidence groups agree. (argues the conclusion is provisional)
- The lead has already changed hands inside the comparison window. (argues the conclusion is provisional)
- The lead has been steady session to session. (supports the conclusion holding)
- The leader is throwing conflicting signals. (argues the conclusion is provisional)
Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on SCHG.
How the comparison changed
120 daily snapshots · Apr 22 – Sep 3SCHG lead: Reversed — SLYV led by 1 AIQ points 30 sessions ago; SCHG now leads by 5.
- Today
- SCHG +5
- 58 vs 53
- 7 sessions ago
- SLYV +2
- 57 vs 59
- 30 sessions ago
- SLYV +1
- 61 vs 62
- 90 sessions ago
- SLYV +4
- 58 vs 62
The lead changed hands 3 times in this window, most recently on Aug 31 when SCHG moved ahead of SLYV.
AIQ Signal Divergence
Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.
4 bullish / 1 bearish / 2 neutral, conflicted
- Golden Cross Active — bullish, trend, long horizon (5.81%)
- Bollinger Band Squeeze — neutral, volatility, short horizon
- EMA Ribbon Expansion Bullish — bullish, trend, medium horizon
2 bullish / 1 bearish / 2 neutral, conflicted
- Golden Cross Active — bullish, trend, long horizon (8.57%)
- Bollinger Band Squeeze — neutral, volatility, short horizon
- 52-Week High Proximity — bullish, risk, long horizon (2.4%)
SCHG leads the comparison while carrying a conflicted signal state, which is one reason the stability rating is not higher.
Price vs model alignment
Whether the latest session's price move confirms what the model did over the same session, or contradicts it.
Price is down while the AIQ Score moved up 3 points over the same session — price and model disagree (price -0.86%, AIQ +3 points).
Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price +0.59%, AIQ 0 points).
What would flip this result
A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.
- 1SLYV closes the Momentum gap — currently 30 points behind, the largest single contributor to SCHG's edge.
- 2SLYV's Bollinger Band Squeeze turns directional — it is neutral today and would confirm a change in trend.
- 3SCHG's conflicting signal state resolves bearish — it currently carries 4 bullish and 1 bearish rules at once.
- 4A regime shift changes factor weighting — the composite weights Quality and Value at 30% each, so a rotation toward either would move the result most.
The full evidence
Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.
Technicals
SCHG has the stronger structure| Metric | SCHG | SLYV |
|---|---|---|
| RSI (14) | 50.7 | 31.4 |
| ADX (14) | 20.2 | 11.7 |
| Price vs 50-day | 2.3% | 0.4% |
| Price vs 200-day | 9.2% | 8.3% |
| Volatility (1M, annualized) | 12.4% | 11.2% |
Risk
SLYV is the more resilient| Metric | SCHG | SLYV |
|---|---|---|
| Beta | 1.23 | 0.9 |
| Sharpe ratio | 0.81 | 1.2 |
| Sortino ratio | 1.2 | 2.01 |
| Max drawdown | -16.6% | -9.4% |
| Current drawdown | -0.3% | -2.8% |
| Annualized volatility | 16.7% | 16.8% |
| Value at risk (95%) | -1.8% | -1.5% |
Straight answers
Each answer is regenerated from the current snapshot, not written once and left to age.
Which is better, SCHG or SLYV?
On the Algovestiq AIQ Score, SCHG is the stronger of the two as of Sep 5, 2026, scoring 58 against SLYV's 53. The edge comes from momentum and quality. SLYV is not without a case — it holds the better value profile, which matters more if that is the objective you are optimizing for. This is a systematic score, not a recommendation: it ranks the two on the same evidence, it does not know your holding period or tax position.
Is SCHG or SLYV the better buy right now?
SCHG carries the stronger systematic profile as of Sep 5, 2026, and the comparison is rated Fragile — 2 of 4 covered evidence groups agree. A Fragile rating means the conclusion is sensitive: the AIQ gap is narrow at 5 points. Treat the lead as provisional.
Why does the AIQ Score favor SCHG over SLYV?
The composite weights Quality at 30%, Value at 30%, Momentum at 25% and Risk Resilience at 15%. SCHG leads Momentum by 30 points; SLYV leads Value by 26 points; SCHG leads Quality by 21 points. Where the two split, the factor with the larger weight carries the result.
Which is better value, SCHG or SLYV?
SLYV is the better-valued of the two on the peer-relative Value factor. SLYV on the peer-relative Value factor, by 26 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.
Which has stronger growth, SCHG or SLYV?
Growth figures are not covered for both names. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.
Which has stronger momentum, SCHG or SLYV?
SCHG on the Momentum factor, by 30 points. Momentum carries 25% of the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.
Which is riskier, SCHG or SLYV?
SLYV is the more resilient of the two, so the other name carries the higher downside risk. SLYV on Risk Resilience, by 7 points. The Risk Resilience factor weights 15% of the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.
Is SCHG more profitable than SLYV?
Margin data is not comparable for both names in the current snapshot.
Is SCHG's lead over SLYV getting stronger or weaker?
SCHG lead: Reversed — SLYV led by 1 AIQ points 30 sessions ago; SCHG now leads by 5. This is measured from 120 daily comparison snapshots between 2026-04-22 and 2026-09-03. The lead has changed hands 3 times in that window, most recently on 2026-08-31, when SCHG moved ahead of SLYV.
What would change the SCHG vs SLYV verdict?
The result is a state, not a forecast, so it changes when the underlying evidence changes. Concretely: SLYV closes the Momentum gap — currently 30 points behind, the largest single contributor to SCHG's edge; SLYV's Bollinger Band Squeeze turns directional — it is neutral today and would confirm a change in trend; SCHG's conflicting signal state resolves bearish — it currently carries 4 bullish and 1 bearish rules at once; a regime shift changes factor weighting — the composite weights Quality and Value at 30% each, so a rotation toward either would move the result most.
What do the current signals say about SCHG and SLYV?
SCHG: 4 bullish / 1 bearish / 2 neutral, conflicted. SLYV: 2 bullish / 1 bearish / 2 neutral, conflicted. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on SCHG is Golden Cross Active (bullish, long horizon). On SLYV it is Golden Cross Active (bullish, long horizon).
Compare SCHG and SLYV with others
How this comparison is scored
The Algovestiq AIQ Score composites four factors — Quality (30%), Value (30%), Momentum (25%) and Risk (15%). Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.
The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.
How to use side-by-side comparison →This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.