FIFT vs SCHV
HCM Select 50 ETF vs Schwab US Large-Cap Value ETF
Which is better, FIFT or SCHV?
SCHV costs less.
SCHV has a lower expense ratio. SCHV is less concentrated, with 19.8% of the fund in its ten largest positions against 21.0%.
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 | FIFT | SCHV |
|---|---|---|
| Expense Ratio | 1.35% | 0.04%Best |
| AUM | $67M | $15.8B |
| Dividend Yield | 0.00% | 1.79% |
| Holdings | 50 | 569 |
| YTD Price Return | - | +16.56% |
| 1Y Price Return | - | +19.84% |
| 3Y Price Return (annualized) | - | +16.97% |
| 5Y Price Return (annualized) | - | +7.61% |
| Volatility (annualized) | - | 14.1% |
| Max Drawdown | - | -37.1% |
| Top 10 Weight | 21.0% | 19.8%Best |
| Fund Family | Howard Capital Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 21, 2026 | Dec 11, 2009 |
Not shown on this pair: $10,000 over the window.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FIFT. We have no price series for FIFT, so there is nothing to compare it against. FIFT yields 0.00% and SCHV 1.79% on top.
FIFT vs SCHV Performance
HCM Select 50 ETF (FIFT) is an ETF from Howard Capital Management and Schwab US Large-Cap Value ETF (SCHV) is an ETF from Charles Schwab Asset Management.
Fees and Cost Over Time
FIFT charges 1.35% per year while SCHV charges 0.04%. On a $10,000 position that is $135 vs $4 annually, a gap of $131 per year that compounds over a long holding period. On income, FIFT currently yields 0.00% against 1.79% for SCHV.
Holdings Overlap
93.1% of FIFT's money is in holdings SCHV also owns. 9.6% of SCHV's money is in holdings FIFT also owns.
Most of FIFT is already inside SCHV. Owning both mostly buys the same companies twice.
47 positions in common, counted across the 50 positions we hold weights for in FIFT and 554 in SCHV, against full books of 50 and 569.
What only one of them owns
Measured across the 50 and 554 positions we hold weights for.
SCHV holds 491 positions FIFT does not, 87.3% of the fund.
Largest: BRK.A 3.40%, JPM 2.97%, XOM 2.43%, JNJ 2.14%, WMT 1.87%
Top Shared Holdings
| Stock | Weight in FIFT | Weight in SCHV | Difference |
|---|---|---|---|
| CVXChevron Corp. | 2.00% | 1.48% | 0.52% |
| VZVerizon Communications Inc Com Usd1 | 1.98% | 0.61% | 1.37% |
| PFEPfizer, Inc. | 1.98% | 0.57% | 1.41% |
| ACNAccenture Plc | 1.99% | 0.52% | 1.47% |
| MOAltria Group Inc. | 2.02% | 0.42% | 1.60% |
| PGRProgressive Corp. | 1.96% | 0.45% | 1.51% |
| BMYBristol-Myers Squibb Co. | 1.98% | 0.42% | 1.56% |
| GENGen Digital Inc | 2.32% | 0.05% | 2.27% |
| UPSUnited Parcel Service, Inc | 2.09% | 0.27% | 1.82% |
| DUKDuke Energy Corp. | 2.02% | 0.33% | 1.69% |
93.1% of FIFT 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, FIFT or SCHV?
FIFT has an expense ratio of 1.35% while SCHV charges 0.04%. SCHV is the cheaper option, by $131 a year on a $10,000 investment.
What is the holdings overlap between FIFT and SCHV?
93.1% of FIFT's money is in holdings SCHV also owns. 9.6% of SCHV's is in holdings FIFT also owns. They hold 47 positions in common, counted across the 50 positions we hold weights for in FIFT and 554 in SCHV.
Which pays a higher dividend, FIFT or SCHV?
FIFT yields 0.00% while SCHV yields 1.79%, so SCHV currently pays the higher dividend yield.
Is SCHV better than FIFT?
SCHV has a lower expense ratio. SCHV is less concentrated, with 19.8% of the fund in its ten largest positions against 21.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.