The Large-Cap Value fund is an exchange traded fund (ETF) within the Schwab family. 30 other funds in our database have a greater than 99% correlation with SCHV.

Within the Schwab family of funds, the most positively correlated other funds are Multi-Cap Core, Large-Cap Core, Equity Income, Mid-Cap Core, Large-Cap Growth.

Outside of the Schwab family, the most positively correlated other funds are Vanguard - Mega Cap Value, SPDR - S&P 500 Value, iShares - S&P 500 Value ETF, Vanguard - Value, Vanguard Mutual Funds - Value Index Admiral Shares.

Extremely Similar Funds

There are multiple other funds which have extremely high correlation to Schwab's Large-Cap Value fund.
99.9% MGV Vanguard Mega Cap Value
99.9% SPYV SPDR S&P 500 Value
99.9% IVE iShares S&P 500 Value ETF
99.9% VTV Vanguard Value
99.9% VVIAX Vanguard Mutual Funds Value Index Admiral Shares
99.9% JKF iShares Morningstar Large-Cap Value ETF
99.9% VWELX Vanguard Mutual Funds Wellington
99.9% VWENX Vanguard Mutual Funds Wellington Admiral Shares
99.9% VIG Vanguard Dividend Appreciation
99.9% IWX iShares Russell Top 200 Value ETF
99.9% IWD iShares Russell 1000 Value ETF
99.9% PWV PowerShares Dynamic Large Cap Value Portfolio
99.8% PRF PowerShares FTSE RAFI US 1000 Portfolio
99.8% IUSV iShares Core U.S. Value ETF
99.8% VEIPX Vanguard Mutual Funds Equity Income
99.8% VUVLX Vanguard Mutual Funds U.S. Value
99.8% VEIRX Vanguard Mutual Funds Equity Income Admiral Shares
99.8% VWNAX Vanguard Mutual Funds Windsor II Admiral Shares
99.8% JKD iShares Morningstar Large-Cap ETF
99.8% MGC Vanguard Mega Cap
99.8% VWNFX Vanguard Mutual Funds Windsor II
99.8% VHDYX Vanguard Mutual Funds High Dividend Yield Index
99.8% IYY iShares Dow Jones U.S. ETF
99.8% FSTMX Fidelity Spartan Total Market Index Fund - Investor Class
99.8% VYM Vanguard High Dividend Yield
99.8% FSTVX Fidelity Spartan Total Market Index Fund - Fidelity Advantage Class
99.8% VTSAX Vanguard Mutual Funds Total Stock Market Index Admiral Shares
99.8% VTI Vanguard Total Stock Market
99.8% IWV iShares Russell 3000 ETF
99.8% SCHB Schwab Multi-Cap Core

Performance for the previous 2 years


Positively Correlated Schwab ETFs
SCHB Schwab Multi-Cap Core 99.8%
SCHX Schwab Large-Cap Core 99.7%
SCHD Schwab Equity Income 99.6%
SCHM Schwab Mid-Cap Core 99.2%
SCHG Schwab Large-Cap Growth 99.0%
Negatively Correlated Schwab funds
SCHE Schwab Emerging Markets 2.6%
SCHP Schwab Inflation Protected Bond 44.3%
SCHR Schwab General U.S. Treasury 77.8%
SCHZ Schwab Core Bond 83.2%
SCHF Schwab International Multi-Cap Core 89.0%

Positively Correlated Non-Schwab funds
MGV Vanguard Mega Cap Value 99.9%
SPYV SPDR S&P 500 Value 99.9%
IVE iShares S&P 500 Value ETF 99.9%
VTV Vanguard Value 99.9%
VVIAX Vanguard Mutual Funds Value Index Admiral Shares 99.9%
Negatively Correlated Non-Schwab funds
BIL SPDR Barclays 1-3 Month T-Bill -92.8%
PSAU PowerShares Global Gold and Precious Metals Portfolio -90.5%
RING iShares MSCI Global Gold Miners ETF -89.4%
SLVP iShares MSCI Global Silver Miners ETF -87.7%
VGPMX Vanguard Mutual Funds Precious Metals and Mining -86.8%

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