ETF Analysis
Schwab U.S. Large-Cap Value ETF (SCHV) ETF Analysis
Schwab U.S. Large-Cap Value ETF (SCHV) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
Schwab U.S. Large-Cap Value ETF (SCHV) currently has an AIQ Score of 58/100, indicating a neutral setup. Risk is the strongest factor at 77/100. Momentum is the weakest current factor at 48/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
SCHV at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $33.94 |
| AIQ Score | 58/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Sell |
| Fund Size | $15.39B |
| Expense Ratio | 0.04% |
| Holdings Count | 559 |
| NAV | $34.07 |
| Asset Class | Equity |
| Primary Exposure | Financial Services (20.39%) |
| Issuer | Schwab |
| Domicile | US |
| Inception Date | Dec 11, 2009 |
| Distribution Yield | 1.84% |
| Beta | 0.84 |
| Average Volume | 3.18M |
| 52-week range | $28.29-$35.49 |
| RSI 14 | 49.21 |
| 50-Day SMA | $34.18 |
| 200-Day SMA | $33.20 |
| Risk Score | 77/100 |
| Momentum Score | 48/100 |
| Value Exposure Score | 52/100 |
SCHV Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 18.05% | 18.07% | -7.26% | Nov 6, 2025 |
| 3Y | 58.35% | 16.55% | -16.22% | Nov 6, 2023 |
| 5Y | 40.73% | 7.08% | -21.14% | Nov 8, 2021 |
| 10Y | 40.73% | 7.08% | -21.14% | Nov 8, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
SCHVSchwab U.S. Large-Cap Value ETF
Financial Services / Asset Management
Low Priority
Above Peers
Latest quote
- Momentum48
- Value52
- Quality64
- Risk resilience77
- Sentiment—
SCHV ETF Analysis Summary
Schwab U.S. Large-Cap Value ETF (SCHV) currently has an AIQ Score of 58/100, indicating a neutral setup. Risk resilience is the strongest factor at 77/100. Momentum is the weakest current factor at 48/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, SCHV has AIQ Score of 58/100 with Risk resilience base of 77/100 and fading Momentum at 48/100. Wait for component alignment before adding exposure.
Risk resilience (77/100) leads while Momentum (48/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -0.32% ETF move · SCHV classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is SCHV Bullish or Bearish Right Now?
SCHV currently has a neutral overall setup. Risk Resilience is the strongest factor at 77/100, while Momentum is weakest at 48/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 64/100.
- - Risk Resilience is supportive at 77/100.
- - Technical consensus has more sell votes than buy votes (30 vs 12).
Current Consensus
SCHV's Technical Analysis Consensus is currently Sell, with 12 buy, 3 neutral, and 30 sell votes. SCHV's 14-day RSI is 49.21, which places the ETF in a neutral momentum range. SCHV's beta is 0.84, indicating market sensitivity broadly in line with the market.
What Changed in SCHV?
The largest recent change in SCHV is Momentum moving down by 25.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the SCHV Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
SCHV Decision Framework
Public evidence layers, setup checks, and risk context for Schwab U.S. Large-Cap Value ETF.
Schwab U.S. Large-Cap Value ETF (SCHV) ETF Analysis
Schwab U.S. Large-Cap Value ETF has an AIQ Score of 58/100 in a Neutral regime. Risk is strongest at 77/100. Beta is 0.84, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | SCHV is in a Neutral AIQ regime with score 58/100. |
| Signal Conflict | The primary conflict is that risk leads at 77/100 while momentum lags at 48/100. |
| Factor Evidence | Momentum 48/100 · Value 52/100 · Quality 64/100 · Risk 77/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 77/100.
Momentum is 48/100 and RSI (14) is 49.2.
SCHV is in a Neutral regime at 58/100.
Risk factor is 77/100 with beta 0.84 and annual volatility 11.81%.
Current conflict: risk leads at 77/100 while momentum lags at 48/100.
SCHV Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
SCHV ETF Analytics
SCHV holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
SCHV Technical Analysis
SCHV technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
SCHV ETF Market Context
Track SCHV market context, news pressure, trend changes, income events, and current allocation evidence.
SCHV Distribution Analysis
SCHV distribution yield, annualized distributions, payment history, and income context.
SCHV ETF Data
SCHV available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
SCHV Risk Analysis
SCHV volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
SCHV ETF News
SCHV ETF news, market tone, recent headlines, and catalyst context.
SCHV vs Factor / Style / Smart Beta Peers
Current peer cohort: SCHV · SLYV · SPLV · SPYG · SPYV. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| SCHV Current ETF | 58/100 | 52/100 | 48/100 | 77/100 | 1.14 | 11.81% | Current |
| SLYV SPDR S&P 600 Small Cap Value ETF | 57/100 | 59/100 | 53/100 | 75/100 | 0.91 | 16.00% | SCHV vs SLYV |
| SPLV Invesco S&P 500 Low Volatility ETF | 70/100 | — | 76/100 | 60/100 | 0.47 | 11.11% | SCHV vs SPLV |
| SPYG SPDR Portfolio S&P 500 Growth ETF | 47/100 | 41/100 | 24/100 | 62/100 | 0.22 | 19.46% | SCHV vs SPYG |
| SPYV SPDR Portfolio S&P 500 Value ETF | 60/100 | 45/100 | 62/100 | 78/100 | 0.94 | 10.13% | SCHV vs SPYV |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Nov 6, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Nov 7, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching SCHV
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for SCHV
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
SCHV ETF FAQ
What is SCHV ETF price today?
SCHV is currently shown at $33.94. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is SCHV's 52-week high and low?
SCHV's 52-week range is $28.29 to $35.49 based on the latest completed market-close snapshot from Nov 6, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does SCHV pay a dividend?
SCHV's current distribution yield is 1.84% based on the latest completed market-close snapshot from Nov 6, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying SCHV?
Compare SCHV's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.