- Large-cap-focused SCHV relies on a rather minimalist strategy, with only three valuation metrics considered.
- The fund is overweight in sectors that are traditionally considered value-leaning, like financials (close to 19%) and industrials (13.6%).
- SCHV has underperformed SPY nine times since 2011, including 2021 to date.
- 40% of its holdings have Value Grades in the red territory (below or equal to D+).
- At the moment, SCHV is a suboptimal bet on value stocks. I prefer to remain neutral.
For further details see:
SCHV: This Value Strategy Has Vulnerabilities