RPV VS SCHV: A Comprehensive Comparison of ETFs
4 min read
By Beqa Bumbeishvili, ETF Insider

RPV VS SCHV: A Comprehensive Comparison of ETFs

Exchange-Traded Funds (ETFs) have transformed the landscape of investment by providing efficient exposure to various sectors and asset classes. In this comprehensive analysis, we will delve into the comparison between two prominent ETFs: RPV (Invesco S&P 500 Pure Value ETF) and SCHV (Schwab U.S. Large-Cap Value ETF). This examination will encompass ETF tickers, full names, issuers, sectors, top holdings, capitalization, strategy, tracking, and exposure.

RPV VS SCHV: Overview

RPV and SCHV are distinct ETFs that cater to investors seeking exposure to the value segment of the U.S. large-cap equity market. RPV, managed by Invesco, focuses on companies with strong value characteristics within the S&P 500 Index. On the other hand, SCHV, offered by Schwab, aims to provide exposure to large-cap U.S. companies with attractive valuations. This divergence in investment approach and issuer brings forth key differences that merit exploration.

RPV VS SCHV: Sectors and Top Holdings

RPV's sector allocation is centered around industries traditionally associated with value investing, such as financials, energy, and industrials. The ETF's holdings include companies like Citigroup, Bank of America, and Exxon Mobil. In contrast, SCHV's holdings span various sectors, featuring names like Apple, Microsoft, and Johnson & Johnson. By understanding the sectors and top holdings, investors can better grasp the potential risk and reward profiles of each ETF.

RPV overlap RPV VS SCHV: A Comprehensive Comparison of ETFsRPV overlap RPV VS SCHV: A Comprehensive Comparison of ETFs

RPV VS SCHV: Capitalization and Strategy

RPV's strategy revolves around selecting value-oriented companies within the S&P 500, emphasizing those believed to be undervalued by the market. SCHV, similarly targeting value, considers large-cap U.S. companies with solid fundamentals. The difference in capitalization and strategy introduces nuances in performance and risk, necessitating thorough consideration based on individual investment objectives.

RPV VS SCHV: Tracking and Exposure

RPV seeks to track the performance of the S&P 500 Pure Value Index, which comprises stocks demonstrating strong value characteristics. This approach offers investors exposure to companies that might be overlooked by other indices. SCHV tracks the Dow Jones U.S. Large-Cap Value Total Stock Market Index, reflecting the performance of large-cap value stocks. Understanding the tracking methodologies enhances investors' ability to align their choices with their investment preferences.

Conclusion

RPV and SCHV serve as distinct pathways for investors to access the value segment of the U.S. large-cap equity market. To delve deeper into holdings, correlations, overlaps, and comprehensive insights, ETF insider stands as a valuable tool. With its user-friendly app, ETF insider empowers investors with detailed information on these and other financial instruments, aiding informed decision-making.

Disclaimer: This article does not provide any investment advisory services.

Sources:

Invesco RPV: [Source URL]
Schwab SCHV: [Source URL]

RPV ETF issuer
RPV ETF official page

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