Schwab US Large-Cap Value ETF
0.04%
15.9B
15,931M USDMedium
584
Physical
Distributing
USD
US
Dow Jones U.S. Large-Cap Value Total Stock Market
Schwab
2009-12-11 (16 years)
With 15.9B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.04% is among the lowest on the market — excellent value.
Launched in 2009-12-11, this fund has 16 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +1.7% |
| 3 Months (est.) | — | +5.0% |
| 6 Months (est.) | — | +10.3% |
| YTD (est.) | — | +8.5% |
| 1 Year | +21.7% | +21.7% |
| 3 Years | +14.5% | +50.2% |
| 5 Years | +7.9% | +46.1% |
| Since inception (16y) | +14.7% | +797.9% |
584
57.1%
10.1%
14.2%
15.0%
1.85
0.82
0.39
0.04%
-20.1%
0.39
15.0%
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The Schwab US Large-Cap Value ETF tracks the Dow Jones U.S. Large-Cap Value Total Stock Market index. It is managed by Schwab using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.04%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.