Schwab U.S. Large-Cap Value ETF Price & Performance (SCHV)

Momentum-focused ETFs, like the Invesco S&P 500 Momentum ETF, are leading the pack in 2025 with a year-to-date return of 5.2%. Positioned against other large-cap ETFs, this fund benefits from its semiannual rebalancing strategy, aligning with high-performing stocks in the S&P 500 Momentum Index.1

The Schwab U.S. Large-Cap Value ETF has seen a significant 199.4% increase in holdings by Steward Partners Investment Advisory LLC in Q4 2024. Its focus on value stocks and a market cap of $11.9 billion highlights its appeal for those seeking stability amid volatile markets.2

The Schwab U.S. Dividend Equity ETF (SCHD) continues to attract risk-averse investors with a 3.5% dividend yield and a low expense ratio of 0.06%. Its portfolio, centered on blue-chip stocks, has delivered consistent returns, outperforming broader market benchmarks in challenging conditions.3