Analysis for Schwab U.S. Large-Cap Value ETF
Description & usage
The Schwab U.S. Large-Cap Value ETF targets large U.S. companies with moderate valuations and stable cash-flow profiles. It often serves as a defensive counterpart to growth-heavy allocations. Key valuation drivers are dividend durability, margin trends, interest-rate regimes, and value-versus-growth rotation.
Basic info
- Symbol
- SCHV
- Type
- ETF
- Region
- US
- Sector
- Diversified
- Available history
- 11.2 years
- Last trading day
- 04/02/2026
- TER
- –
Basic info
- Symbol
- SCHV
- Type
- ETF
- Region
- US
- Sector
- Diversified
- Available history
- 11.2 years
- Last trading day
- 04/02/2026
- TER
- –
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Score overview
The overall score combines Performance, Stability and Trend into one comparable value.
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Analysis summary
Technical asset picture
Schwab U.S. Large-Cap Value ETF (SCHV) currently has a total score of 66 points, placing it in the strong range. The score is made up of Performance (54), Stability (91) and Trend (61). The profile is clearly uneven: Stability stands out while Performance is more neutral.
Performance scores 54 points (neutral). Most supportive metric: 3Y return at 44.6 %. Weaker metric: 10Y return at 115.4 %.
Stability scores 91 points (very strong). Best-ranked metric: max drawdown (5Y) at -21.1 %. Even the weakest metric remains solid in absolute terms: CAGR/drawdown ratio at 0.22. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns-but prices can still fall.
Trend scores 61 points (strong). Key strength: trend strength at 0.64. Main drag: Price is about 1.9 % below SMA50.
Overall, the profile has a clear strength in Stability, while Performance is the main limiter. On a metric level, max drawdown (5Y) stands out, while 10Y return lags.
Current market backdrop
The backdrop currently looks mixed and rather restrictive.
A strong US dollar currently paints a mixed risk picture.
High US real yields and elevated long yields lean toward a restrictive rate backdrop.
What that typically means here
For this asset type, the current backdrop looks mixed rather than clearly directional.
Note: ISM PMI was not used actively in the effect logic.
Historical evaluation and qualitative market context only, not investment advice.
Price chart
Use the chart to read recent price behavior before drilling into metrics.
Scores and metrics
Explore the overall score, the three pillar scores, and the metrics behind them.