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The Magnificent Seven have fueled much of the stock market's gains over the past several years, rewarding investors who have maintained exposure to mega-cap growth companies.
From AI sell-offs to oil spikes, investors have plenty of reasons to seek stability. Here are some ETFs that may help investors achieve stability.
Schwab US Large-Cap Value ETF outperformed expectations, returning ~23.6% vs. S&P 500's ~19% since July 2025, driven by evolving sector exposures. SCHV's portfolio now features increased AI infrastructure and technology weights, with Micron Technology leading at ~4%, reflecting the index's annual style-lock methodology. SpaceX's recent inclusion, though immaterial in weight, highlights SCHV's active-like sleeve and growth-tilted value approach, not a dilution of its core strategy.
Schwab US Large-Cap Value ETF recently acquired a small position in SpaceX post-IPO, raising concerns about style drift from its value mandate. At first glance, SpaceX's inclusion appears inconsistent with SCHV's value criteria, given its unprofitability, high price-to-book, and growth-focused capital allocation. SCHV's policy allows up to 10% of assets outside its core methodology, likely explaining the SpaceX position as a preemptive move for future index inclusion.
Markets remain volatile amid geopolitical tensions, inflation concerns and tech weakness, which have driven renewed interest in value ETF investing as a defensive strategy.
Launched on December 11, 2009, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Value investors may be facing a conviction crisis. Despite leading in performance so far in 2026, value ETFs have struggled to consistently gather assets, with some funds picking up significant net new money while others are bleeding just as much.
Dravo Bay LLC raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,284,821 shares of the company's stock after buying an additional 54,469 shares during the quarter. Schwab U.S.