SCHV vs WBIG
Schwab US Large-Cap Value ETF vs WBI BullBear Yield 3000 ETF
Which is better, SCHV or WBIG?
SCHV has been ahead.
SCHV has a lower expense ratio. SCHV led over 1Y, 3Y, 5Y and the full window. SCHV is less concentrated, with 20.0% of the fund in its ten largest positions against 23.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SCHV | WBIG |
|---|---|---|
| Expense Ratio | 0.04%Best | 1.59% |
| AUM | $15.4B | $31M |
| Dividend Yield | 1.88% | 1.17% |
| Holdings | 560 | 159 |
| YTD Return | +15.04%Best | +12.49% |
| 1Y Return | +19.24%Best | +11.17% |
| 3Y Return (annualized) | +19.07%Best | +7.85% |
| 5Y Return (annualized) | +10.35%Best | +1.53% |
| Volatility (annualized) | 14.7% | 11.3%Best |
| Max Drawdown | -37.1% | -25.3%Best |
| $10,000 over 5 years | $16,363Best | $10,789 |
| Top 10 Weight | 20.0%Best | 23.9% |
| Fund Family | Charles Schwab Asset Management | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 11, 2009 | Aug 25, 2014 |
Volatility and max drawdown are measured over the window both funds cover: Aug 27, 2014 to Oct 14, 2026 (12.1 years).
SCHV vs WBIG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 12.1 years both funds cover.
SCHV vs WBIG Performance
Schwab US Large-Cap Value ETF (SCHV) is an ETF from Charles Schwab Asset Management and WBI BullBear Yield 3000 ETF (WBIG) is an ETF from WBI Investments. Over the past year SCHV returned +19.24% while WBIG returned +11.17%. Year to date, SCHV is up 15.04% versus a gain of 12.49% for WBIG.
Over three years, SCHV compounded at +19.07% per year against +7.85% for WBIG; over five years the annualized figures are +10.35% and +1.53% respectively. Across the full 12-year window we track, SCHV has the edge at +8.41% annualized vs +1.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHV has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 11.3% for WBIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -37.1% for SCHV and -25.3% for WBIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHV charges 0.04% per year while WBIG charges 1.59%. On a $10,000 position that is $4 vs $159 annually, a gap of $155 per year that compounds over a long holding period. On income, SCHV currently yields 1.88% against 1.17% for WBIG.
Holdings Overlap
10.7% of SCHV's money is in holdings WBIG also owns. 51.0% of WBIG's money is in holdings SCHV also owns.
The two portfolios partly overlap.
39 positions in common, counted across the 567 positions we hold weights for in SCHV and 71 in WBIG, against full books of 560 and 159.
What only one of them owns
Our book lists 28 positions for WBIG that do not appear in our book for SCHV (41.6% of the fund), and 517 for SCHV that do not appear in WBIG (88.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SCHV | Weight in WBIG | Difference |
|---|---|---|---|
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.28% | 1.22% | 1.06% |
| TAT&T Inc. | 0.56% | 2.09% | 1.53% |
| HPQHP Inc | 0.10% | 2.35% | 2.25% |
| CVXChevron Corp | 1.38% | 1.04% | 0.34% |
| BBYBest Buy Co Inc | 0.06% | 2.22% | 2.16% |
| ROSTRoss Stores, Inc. | 0.25% | 1.96% | 1.71% |
| TROWT Rowe Price Grp | 0.08% | 2.09% | 2.01% |
| COFCapital One Financial Corp. | 0.40% | 1.71% | 1.31% |
| KMBKimberly-Clark Corp. | 0.11% | 1.99% | 1.88% |
| BALLBall Corp | 0.05% | 1.87% | 1.82% |
51.0% of WBIG is already inside SCHV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHV or WBIG?
SCHV has an expense ratio of 0.04% while WBIG charges 1.59%. SCHV is the cheaper option, by $155 a year on a $10,000 investment.
Which performed better, SCHV or WBIG?
Over the past year SCHV returned +19.24% vs +11.17% for WBIG, so SCHV leads on 1-year performance. Over the longest common window we track (12 years), SCHV annualized +8.41% vs +1.26% for WBIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHV or WBIG?
SCHV has been the more volatile fund at 14.7% annualized versus 11.3% for WBIG. Worst drawdown: SCHV -37.1% vs WBIG -25.3%.
Should I hold both SCHV and WBIG?
SCHV and WBIG have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCHV and WBIG?
51.0% of WBIG's money is in holdings SCHV also owns. 51.0% of WBIG's is in holdings SCHV also owns. They hold 39 positions in common, counted across the 567 positions we hold weights for in SCHV and 71 in WBIG.
Which pays a higher dividend, SCHV or WBIG?
SCHV yields 1.88% while WBIG yields 1.17%, so SCHV currently pays the higher dividend yield.
Is WBIG better than SCHV?
SCHV has a lower expense ratio. SCHV led over 1Y, 3Y, 5Y and the full window. SCHV is less concentrated, with 20.0% of the fund in its ten largest positions against 23.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.