SCHV was created on 2009-12-11 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 12259.46m in AUM and 523 holdings. SCHV tracks a market-cap-weighted index of value stocks based on terms of projected", current and historical metrics.
VIG was created on 2006-04-21 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 90027.17m in AUM and 339 holdings. VIG tracks a market-cap-weighted index of US companies that have increased their annual dividends for 10 or more consecutive years.
Key Details
Dec 11, 2009
Apr 21, 2006
Equity
Equity
Large Cap
Total Market
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PFG | 84.87% | $17.47B | -2.72% | 3.82% |
MET | 84.77% | $53.48B | +11.55% | 2.79% |
BN | 84.58% | $101.06B | +48.33% | 0.56% |
ITW | 83.62% | $72.02B | +3.30% | 2.41% |
PRU | 82.93% | $37.63B | -10.36% | 5.00% |
BNT | 82.58% | $12.35B | +49.25% | 0.00% |
ITT | 82.56% | $12.20B | +20.57% | 0.87% |
PRI | 82.13% | $8.83B | +14.26% | 1.47% |
TXT | 82.09% | $14.22B | -8.43% | 0.10% |
GGG | 81.47% | $14.30B | +7.79% | 1.24% |
AXP | 81.44% | $216.05B | +33.74% | 0.95% |
STT | 81.43% | $29.35B | +41.77% | 2.90% |
DOV | 81.29% | $24.67B | -0.07% | 1.15% |
PH | 81.26% | $86.28B | +33.63% | 0.99% |
CPAY | 81.14% | $23.23B | +21.88% | 0.00% |
TROW | 81.10% | $20.95B | -19.00% | 5.30% |
PNC | 80.84% | $72.00B | +19.83% | 3.54% |
JHG | 80.78% | $5.92B | +10.99% | 4.19% |
AVNT | 80.75% | $3.11B | -20.58% | 3.22% |
GS | 80.64% | $203.16B | +44.76% | 1.81% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 83.11% | $101.06B | +48.33% | 0.56% |
BNT | 81.78% | $12.35B | +49.25% | 0.00% |
ITT | 81.72% | $12.20B | +20.57% | 0.87% |
MCO | 81.66% | $87.97B | +14.38% | 0.74% |
ITW | 81.18% | $72.02B | +3.30% | 2.41% |
TROW | 81.07% | $20.95B | -19.00% | 5.30% |
BLK | 80.66% | $155.70B | +26.51% | 2.05% |
MET | 80.54% | $53.48B | +11.55% | 2.79% |
PFG | 80.49% | $17.47B | -2.72% | 3.82% |
PH | 80.40% | $86.28B | +33.63% | 0.99% |
SEIC | 80.08% | $10.72B | +30.95% | 1.14% |
AXP | 80.00% | $216.05B | +33.74% | 0.95% |
DOV | 79.90% | $24.67B | -0.07% | 1.15% |
TXT | 79.65% | $14.22B | -8.43% | 0.10% |
JHG | 79.64% | $5.92B | +10.99% | 4.19% |
GGG | 79.20% | $14.30B | +7.79% | 1.24% |
DCI | 78.90% | $8.08B | -3.65% | 1.61% |
PRI | 78.87% | $8.83B | +14.26% | 1.47% |
CPAY | 78.51% | $23.23B | +21.88% | 0.00% |
DD | 78.32% | $28.55B | -15.23% | 2.33% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DGRO | 98.48% | $31.12B | 0.08% | |
QUS | 98.22% | $1.53B | 0.15% | |
TDVG | 98.19% | $850.14M | 0.5% | |
DLN | 97.94% | $4.89B | 0.28% | |
DGRW | 97.60% | $15.34B | 0.28% | |
FNDX | 97.28% | $18.16B | 0.25% | |
VYM | 97.26% | $59.32B | 0.06% | |
VTV | 97.25% | $135.54B | 0.04% | |
MGV | 97.16% | $9.32B | 0.07% | |
DTD | 97.16% | $1.34B | 0.28% | |
PRF | 97.14% | $7.77B | 0.33% | |
IUS | 97.12% | $621.76M | 0.19% | |
JQUA | 97.01% | $6.19B | 0.12% | |
CFA | 96.98% | $518.03M | 0.35% | |
RSP | 96.96% | $70.46B | 0.2% | |
IWD | 96.76% | $60.64B | 0.19% | |
SCHV | 96.72% | $12.30B | 0.04% | |
IUSV | 96.61% | $20.35B | 0.04% | |
DUHP | 96.54% | $8.34B | 0.21% | |
VONV | 96.49% | $12.24B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -5.33% | $289.19M | +1,804.45% | 0.00% |
K | -4.80% | $27.24B | +35.22% | 2.91% |
VSA | -4.45% | $8.67M | -13.56% | 0.00% |
STG | -3.62% | $29.90M | -27.12% | 0.00% |
LITB | -2.79% | $20.79M | -78.58% | 0.00% |
HUSA | -1.87% | $22.36M | +1.02% | 0.00% |
CYCN | -0.99% | $9.62M | +10.15% | 0.00% |
CBOE | -0.98% | $24.01B | +35.71% | 1.10% |
VRCA | -0.54% | $55.31M | -91.51% | 0.00% |
MKTX | 0.08% | $8.35B | +14.78% | 1.35% |
ZCMD | 0.21% | $28.54M | -13.08% | 0.00% |
LTM | 0.71% | $11.85B | -95.91% | 2.57% |
AGL | 0.90% | $914.83M | -64.81% | 0.00% |
DG | 1.63% | $24.94B | -11.83% | 2.08% |
VHC | 1.65% | $36.32M | +36.90% | 0.00% |
VSTA | 1.77% | $341.66M | +40.10% | 0.00% |
UUU | 2.24% | $7.19M | +86.24% | 0.00% |
ASPS | 2.92% | $118.86M | -0.28% | 0.00% |
CARV | 2.93% | $8.79M | +24.71% | 0.00% |
SRRK | 2.96% | $3.17B | +314.00% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MKTX | 0.08% | $8.35B | +14.78% | 1.35% |
ZCMD | 0.21% | $28.54M | -13.08% | 0.00% |
VRCA | -0.54% | $55.31M | -91.51% | 0.00% |
LTM | 0.71% | $11.85B | -95.91% | 2.57% |
AGL | 0.90% | $914.83M | -64.81% | 0.00% |
CBOE | -0.98% | $24.01B | +35.71% | 1.10% |
CYCN | -0.99% | $9.62M | +10.15% | 0.00% |
DG | 1.63% | $24.94B | -11.83% | 2.08% |
VHC | 1.65% | $36.32M | +36.90% | 0.00% |
VSTA | 1.77% | $341.66M | +40.10% | 0.00% |
HUSA | -1.87% | $22.36M | +1.02% | 0.00% |
UUU | 2.24% | $7.19M | +86.24% | 0.00% |
LITB | -2.79% | $20.79M | -78.58% | 0.00% |
ASPS | 2.92% | $118.86M | -0.28% | 0.00% |
CARV | 2.93% | $8.79M | +24.71% | 0.00% |
SRRK | 2.96% | $3.17B | +314.00% | 0.00% |
CPSH | 3.51% | $44.01M | +70.22% | 0.00% |
STG | -3.62% | $29.90M | -27.12% | 0.00% |
RLX | 3.97% | $1.97B | +17.39% | 0.46% |
SYPR | 4.10% | $47.80M | +11.83% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -80.48% | $100.93M | 0.59% | |
VIXY | -73.16% | $182.62M | 0.85% | |
BTAL | -49.91% | $289.98M | 1.43% | |
IVOL | -41.08% | $348.50M | 1.02% | |
XONE | -30.41% | $641.35M | 0.03% | |
FTSD | -30.30% | $228.75M | 0.25% | |
SPTS | -27.51% | $5.75B | 0.03% | |
FXY | -24.08% | $836.74M | 0.4% | |
UTWO | -22.86% | $373.24M | 0.15% | |
SCHO | -22.46% | $10.99B | 0.03% | |
VGSH | -21.38% | $22.58B | 0.03% | |
CLIP | -19.86% | $1.52B | 0.07% | |
BILS | -19.30% | $3.90B | 0.1356% | |
XHLF | -18.65% | $1.72B | 0.03% | |
IBTH | -17.96% | $1.58B | 0.07% | |
IBTI | -16.78% | $1.04B | 0.07% | |
IBTG | -16.42% | $1.96B | 0.07% | |
SHYM | -15.91% | $333.87M | 0.35% | |
TBLL | -15.70% | $2.18B | 0.08% | |
KCCA | -13.48% | $102.66M | 0.87% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWD | 99.34% | $60.64B | 0.19% | |
VONV | 99.33% | $12.24B | 0.07% | |
VTV | 99.19% | $135.54B | 0.04% | |
PRF | 98.68% | $7.77B | 0.33% | |
DGRO | 98.62% | $31.12B | 0.08% | |
IWX | 98.61% | $2.70B | 0.2% | |
MGV | 98.55% | $9.32B | 0.07% | |
VYM | 98.47% | $59.32B | 0.06% | |
DIVB | 98.46% | $901.76M | 0.05% | |
RSP | 98.38% | $70.46B | 0.2% | |
IUSV | 98.36% | $20.35B | 0.04% | |
VOE | 98.30% | $17.96B | 0.07% | |
DLN | 98.29% | $4.89B | 0.28% | |
DTD | 98.29% | $1.34B | 0.28% | |
IVE | 98.25% | $38.23B | 0.18% | |
CFA | 98.16% | $518.03M | 0.35% | |
SPYV | 98.14% | $26.07B | 0.04% | |
VOOV | 98.07% | $5.37B | 0.1% | |
FNDX | 98.06% | $18.16B | 0.25% | |
NULV | 97.96% | $1.68B | 0.26% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
GVI | -0.15% | $3.38B | 0.2% | |
LGOV | 0.17% | $698.23M | 0.67% | |
SHM | 0.38% | $3.40B | 0.2% | |
FLGV | -0.52% | $995.64M | 0.09% | |
IBTP | 0.74% | $138.29M | 0.07% | |
UTEN | -0.76% | $206.21M | 0.15% | |
VTIP | -0.86% | $15.22B | 0.03% | |
FLMI | -0.90% | $711.84M | 0.3% | |
STXT | -1.02% | $128.45M | 0.49% | |
IBTF | -1.14% | $2.04B | 0.07% | |
JPST | 1.25% | $31.79B | 0.18% | |
CMBS | -1.33% | $443.52M | 0.25% | |
SMMU | 1.34% | $878.88M | 0.35% | |
WEAT | -1.36% | $126.36M | 0.28% | |
USDU | 1.45% | $165.20M | 0.5% | |
FMHI | 1.52% | $755.01M | 0.7% | |
IEF | -1.55% | $34.51B | 0.15% | |
TDTT | 1.73% | $2.62B | 0.18% | |
IGOV | -1.86% | $1.17B | 0.35% | |
CTA | -1.97% | $1.09B | 0.76% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -81.73% | $100.93M | 0.59% | |
VIXY | -75.03% | $182.62M | 0.85% | |
BTAL | -50.91% | $289.98M | 1.43% | |
IVOL | -39.21% | $348.50M | 1.02% | |
FTSD | -28.97% | $228.75M | 0.25% | |
XONE | -27.07% | $641.35M | 0.03% | |
SPTS | -26.12% | $5.75B | 0.03% | |
FXY | -25.28% | $836.74M | 0.4% | |
SCHO | -20.63% | $10.99B | 0.03% | |
UTWO | -20.54% | $373.24M | 0.15% | |
VGSH | -19.13% | $22.58B | 0.03% | |
CLIP | -18.80% | $1.52B | 0.07% | |
XHLF | -18.75% | $1.72B | 0.03% | |
BILS | -17.26% | $3.90B | 0.1356% | |
SHYM | -16.62% | $333.87M | 0.35% | |
IBTH | -15.63% | $1.58B | 0.07% | |
IBTI | -15.20% | $1.04B | 0.07% | |
IBTG | -14.59% | $1.96B | 0.07% | |
TBLL | -13.57% | $2.18B | 0.08% | |
KCCA | -13.10% | $102.66M | 0.87% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CYCN | -0.18% | $9.62M | +10.15% | 0.00% |
LITB | 0.18% | $20.79M | -78.58% | 0.00% |
LTM | 0.33% | $11.85B | -95.91% | 2.57% |
MKTX | -0.36% | $8.35B | +14.78% | 1.35% |
ZCMD | -0.53% | $28.54M | -13.08% | 0.00% |
DG | -0.64% | $24.94B | -11.83% | 2.08% |
VHC | 0.70% | $36.32M | +36.90% | 0.00% |
CARV | 1.20% | $8.79M | +24.71% | 0.00% |
VRCA | -1.47% | $55.31M | -91.51% | 0.00% |
VSTA | 1.47% | $341.66M | +40.10% | 0.00% |
SRRK | 1.86% | $3.17B | +314.00% | 0.00% |
STG | -1.89% | $29.90M | -27.12% | 0.00% |
UUU | -1.94% | $7.19M | +86.24% | 0.00% |
ASPS | 2.05% | $118.86M | -0.28% | 0.00% |
CPSH | 2.25% | $44.01M | +70.22% | 0.00% |
AGL | 2.38% | $914.83M | -64.81% | 0.00% |
MVO | 2.90% | $66.47M | -38.58% | 21.64% |
HUSA | -2.94% | $22.36M | +1.02% | 0.00% |
SYPR | 3.29% | $47.80M | +11.83% | 0.00% |
VSA | -3.43% | $8.67M | -13.56% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
K | -7.09% | $27.24B | +35.22% | 2.91% |
DFDV | -5.79% | $289.19M | +1,804.45% | 0.00% |
CBOE | -5.46% | $24.01B | +35.71% | 1.10% |
VSA | -3.43% | $8.67M | -13.56% | 0.00% |
HUSA | -2.94% | $22.36M | +1.02% | 0.00% |
UUU | -1.94% | $7.19M | +86.24% | 0.00% |
STG | -1.89% | $29.90M | -27.12% | 0.00% |
VRCA | -1.47% | $55.31M | -91.51% | 0.00% |
DG | -0.64% | $24.94B | -11.83% | 2.08% |
ZCMD | -0.53% | $28.54M | -13.08% | 0.00% |
MKTX | -0.36% | $8.35B | +14.78% | 1.35% |
CYCN | -0.18% | $9.62M | +10.15% | 0.00% |
LITB | 0.18% | $20.79M | -78.58% | 0.00% |
LTM | 0.33% | $11.85B | -95.91% | 2.57% |
VHC | 0.70% | $36.32M | +36.90% | 0.00% |
CARV | 1.20% | $8.79M | +24.71% | 0.00% |
VSTA | 1.47% | $341.66M | +40.10% | 0.00% |
SRRK | 1.86% | $3.17B | +314.00% | 0.00% |
ASPS | 2.05% | $118.86M | -0.28% | 0.00% |
CPSH | 2.25% | $44.01M | +70.22% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FLGV | 0.07% | $995.64M | 0.09% | |
SGOV | -0.17% | $49.61B | 0.09% | |
SMMU | 0.24% | $878.88M | 0.35% | |
IGOV | -0.43% | $1.17B | 0.35% | |
UTEN | -0.44% | $206.21M | 0.15% | |
VTIP | -0.56% | $15.22B | 0.03% | |
CARY | -0.64% | $347.36M | 0.8% | |
USDU | 0.67% | $165.20M | 0.5% | |
IEF | -0.77% | $34.51B | 0.15% | |
LGOV | 1.05% | $698.23M | 0.67% | |
SHM | 1.10% | $3.40B | 0.2% | |
IBTF | 1.12% | $2.04B | 0.07% | |
TDTT | 1.30% | $2.62B | 0.18% | |
GVI | 1.32% | $3.38B | 0.2% | |
IBTP | 1.44% | $138.29M | 0.07% | |
FMHI | 1.46% | $755.01M | 0.7% | |
IBTO | -1.64% | $343.56M | 0.07% | |
CGSM | -1.78% | $702.76M | 0.25% | |
WEAT | -1.80% | $126.36M | 0.28% | |
CANE | 1.99% | $10.44M | 0.29% |
SCHV - Schwab U.S. Large Cap Value ETF and VIG - Vanguard Dividend Appreciation FTF have a 168 holding overlap. Which accounts for a 49.9% overlap.
Number of overlapping holdings
168
% of overlapping holdings
49.91%
Name | Weight in SCHV | Weight in VIG |
---|---|---|
3.17% | 3.78% | |
2.06% | 2.29% | |
1.72% | 2.18% | |
1.54% | 2.04% | |
1.49% | 1.90% | |
1.43% | 1.86% | |
1.37% | 1.35% | |
1.35% | 1.67% | |
1.24% | 1.50% | |
1.10% | 1.42% |
Schwab U.S. Large Cap Value ETF - SCHV is made up of 523 holdings. Vanguard Dividend Appreciation FTF - VIG is made up of 337 holdings.
Name | Weight |
---|---|
3.66% | |
3.17% | |
2.06% | |
1.72% | |
1.54% | |
1.49% | |
1.43% | |
![]() | 1.37% |
![]() | 1.35% |
1.24% | |
1.18% | |
1.10% | |
1.09% | |
1.07% | |
1.03% | |
1.02% | |
0.95% | |
0.88% | |
0.85% | |
0.82% | |
0.82% | |
0.82% | |
![]() | 0.81% |
0.74% | |
0.73% | |
0.72% | |
0.71% | |
![]() | 0.69% |
0.68% | |
0.68% |
Name | Weight |
---|---|
![]() | 5.12% |
![]() | 4.65% |
3.78% | |
![]() | 3.45% |
3.06% | |
2.96% | |
2.44% | |
2.35% | |
2.29% | |
2.18% | |
2.04% | |
1.90% | |
1.86% | |
![]() | 1.67% |
1.50% | |
1.42% | |
1.41% | |
![]() | 1.35% |
1.28% | |
1.22% | |
1.18% | |
1.14% | |
![]() | 1.13% |
![]() | 1.07% |
1.01% | |
0.99% | |
0.96% | |
0.92% | |
0.86% | |
0.85% |