Overview Performance Dividends Metrics Financials ETFs Industry Splits Correlations

46 Stock and 54 ETF Charles Schwab (SCHW) alternatives

The most close Charles Schwab (SCHW) alternative is ETF IAI (ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF). The correlation is 0.8211.

Stocks that highly correlated with SCHW

Symbol	Name	Market cap	Sector	Industry	Correlation
ASB	Associated Banc-Corp	$5.12B	Financial Services	Banks - Regional	0.80
PACWP	PacWest Bancorp Depositary Shares Each Representing a 140th Interest in a Share of 7.75 Fixed Rate NonCumulative Perpetual Preferred Stock Series A	$2.48B	N/A	N/A	0.79
ZION	Zions Bancorporation N.A	$11B	Financial Services	Banks - Regional	0.79
BAC	Bank Of America Corp	$439B	Financial Services	Banks - Diversified	0.79
RJF	Raymond James Financial Inc	$33B	Financial Services	Asset Management	0.79
SNV	Synovus Financial Corp	$6.95B	Financial Services	Banks - Regional	0.79
HWC	Hancock Whitney Corp	$6.25B	Financial Services	Banks - Regional	0.79
CMA	Comerica Incorporated	$11B	Financial Services	Banks - Regional	0.79
HBAN	Huntington Bancshares Inc	$37B	Financial Services	Banks - Regional	0.78
WBS	Webster Financial Corp	$12B	Financial Services	Banks - Regional	0.78
CFG	Citizens Financial Group Inc	$30B	Financial Services	Banks - Regional	0.78
FITB	Fifth Third Bancorp	$53B	Financial Services	Banks - Regional	0.77
KEY	Keycorp	$26B	Financial Services	Banks - Regional	0.77
CADE	Cadence Bank	$5.25B	Financial Services	Banks - Regional	0.77
RF	Regions Financial Corp	$27B	Financial Services	Banks - Regional	0.77
NIQ	NIQ Global Intelligence plc	$3.24B	N/A	N/A	0.76
FNB	F.N.B. Corp	$6.86B	Financial Services	Banks - Regional	0.76
CFR	Cullen Frost Bankers Inc	$10B	Financial Services	Banks - Regional	0.76
WTFC	Wintrust Financial Corp	$11B	Financial Services	Banks - Regional	0.76
PNC	PNC Financial Services Group Inc	$103B	Financial Services	Banks - Regional	0.75
BOH	Bank of Hawaii Corp	$3.29B	Financial Services	Banks - Regional	0.75
PPBI	Pacific Premier Bancorp Inc	$2.33B	Financial Services	Banks - Regional	0.75
EQH	Equitable Holdings Inc	$14B	Financial Services	Asset Management	0.75
CATY	Cathay General Bancorp	$4.16B	Financial Services	Banks - Regional	0.74
BOKF	BOK Financial Corp	$8.47B	Financial Services	Banks - Regional	0.74
EWBC	East West Bancorp Inc	$18B	Financial Services	Banks - Regional	0.74
NTRS	Northern Trust Corp	$35B	Financial Services	Asset Management	0.74
MTB	M & T Bank Corp	$37B	Financial Services	Banks - Regional	0.74
UCB	United Community Banks Inc	$4.31B	Financial Services	Banks - Regional	0.73
FDSB	Fifth District Bancorp Inc	$94M	Financial Services	Banks - Regional	0.73
TFC	Truist Financial Corporation	$66B	Financial Services	Banks - Regional	0.73
SBCF	Seacoast Banking Corp Of Florida	$3.25B	Financial Services	Banks - Regional	0.73
USB	U.S. Bancorp.	$98B	Financial Services	Banks - Regional	0.73
WFC	Wells Fargo & Company	$268B	Financial Services	Banks - Diversified	0.73
WAL	Western Alliance Bancorp	$8.85B	Financial Services	Banks - Regional	0.73
FHB	First Hawaiian Inc	$3.50B	Financial Services	Banks - Regional	0.73
FRME	First Merchants Corp	$2.73B	Financial Services	Banks - Regional	0.73
MS	Morgan Stanley	$361B	Financial Services	Capital Markets	0.73
JPM	JPMorgan Chase & Company	$943B	Financial Services	Banks - Diversified	0.73
STT	State Street Corp	$52B	Financial Services	Asset Management	0.72
ABCB	Ameris Bancorp	$6.09B	Financial Services	Banks - Regional	0.72
RNST	Renasant Corp	$3.99B	Financial Services	Banks - Regional	0.72
SF	Stifel Financial Corp	$12B	Financial Services	Capital Markets	0.72
CBSH	Commerce Bancshares Inc	$8.48B	Financial Services	Banks - Regional	0.72
PFBC	Preferred Bank	$1.31B	Financial Services	Banks - Regional	0.71
FFBC	First Financial Bancorp	$3.61B	Financial Services	Banks - Regional	0.71

ETFs that highly correlated with SCHW

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
IAI	ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF	$1.30B	0.38%	May 1, 2006	0.82
KBWB	INVESCO KBW BANK ETF	$6.50B	0.35%	Nov 1, 2011	0.82
FTXO	FIRST TRUST NASDAQ BANK ETF	$302M	0.60%	Sep 20, 2016	0.81
RSPF	INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF	$288M	0.40%	Nov 1, 2006	0.81
KBE	STATE STREET(R) SPDR(R) S&P(R) BANK ETF	$1.50B	0.35%	Nov 8, 2005	0.80
IAT	ISHARES U.S. REGIONAL BANKS ETF	$656M	0.38%	May 1, 2006	0.80
FNCL	FIDELITY MSCI FINANCIALS INDEX ETF	$2.20B	0.08%	Oct 21, 2013	0.80
VFH	VANGUARD FINANCIALS INDEX FUND ETF SHARES	$14B	0.09%	Jan 26, 2004	0.80
KRE	STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF	$4.70B	0.35%	Jun 19, 2006	0.80
IYG	ISHARES U.S. FINANCIAL SERVICES ETF	$2B	0.38%	Jun 12, 2000	0.79
XLF	STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF	$51B	0.08%	Dec 16, 1998	0.79
FDIQ	Invesco KBW Regional Banking ETF	$47M	0.35%	Nov 1, 2011	0.78
DFNL	DAVIS SELECT FINANCIAL ETF	$455M	0.61%	Jan 11, 2017	0.78
FXO	FIRST TRUST FINANCIALS ALPHADEX FUND	$1.10B	0.60%	May 8, 2007	0.77
BNKU	Bank of Montreal	$40M	N/A	Feb 20, 2025	0.77
QABA	FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND	$88M	0.60%	Jun 29, 2009	0.77
IYF	ISHARES U.S. FINANCIALS ETF	$3.90B	0.38%	May 22, 2000	0.76
DPST	DIREXION DAILY REGIONAL BANKS BULL 3X SHARES	$448M	N/A	Aug 19, 2015	0.76
KCE	STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF	$419M	0.35%	Nov 8, 2005	0.76
TCAL	T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF	$276M	0.34%	Mar 26, 2025	0.75
BTO	John Hancock Financial Opportunities Fund	$803M	N/A	N/A	0.75
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$845M	0.13%	Feb 13, 2018	0.75
SDVY	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	$11B	0.58%	Nov 1, 2017	0.74
BTFX	CoinShares Bitcoin Leverage ETF	$12M	N/A	Feb 21, 2024	0.74
IXG	ISHARES GLOBAL FINANCIALS ETF	$586M	0.41%	Nov 12, 2001	0.74
FAS	DIREXION DAILY FINANCIAL BULL 3X SHARES	$2.20B	N/A	Nov 6, 2008	0.74
RDVY	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	$25B	0.47%	Jan 6, 2014	0.74
UYG	PROSHARES ULTRA FINANCIALS	$743M	N/A	Jan 30, 2007	0.74
RPV	INVESCO S&P 500 PURE VALUE ETF	$1.70B	0.35%	Mar 1, 2006	0.74
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.74
EQRR	PROSHARES EQUITIES FOR RISING RATES ETF	$38M	0.35%	Jul 24, 2017	0.74
ISCV	ISHARES MORNINGSTAR SMALL-CAP VALUE ETF	$685M	0.06%	Jun 28, 2004	0.73
PSCF	INVESCO S&P SMALLCAP FINANCIALS ETF	$27M	0.29%	Apr 7, 2010	0.73
MDYV	STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF	$2.70B	0.15%	Nov 8, 2005	0.73
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES	$1.50B	0.10%	Sep 7, 2010	0.73
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	$8.70B	0.18%	Jul 24, 2000	0.73
RFV	INVESCO S&P MIDCAP 400 PURE VALUE ETF	$323M	0.35%	Mar 1, 2006	0.73
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$68B	0.05%	Jan 26, 2004	0.72
MAGA	POINT BRIDGE AMERICA FIRST ETF	$31M	0.72%	Sep 6, 2017	0.72
SVAL	ISHARES US SMALL CAP VALUE FACTOR ETF	$198M	0.20%	Oct 27, 2020	0.72
FSCS	FIRST TRUST SMID CAPITAL STRENGTH ETF	$59M	0.60%	Jun 20, 2017	0.72
CSB	VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF	$259M	0.35%	Jul 7, 2015	0.72
FSGS	First Trust Small Cap US Equity Select ETF	$29M	0.61%	Jun 20, 2017	0.72
EZM	WISDOMTREE U.S. MIDCAP FUND	$939M	0.38%	Feb 23, 2007	0.72
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$357M	0.52%	Dec 2, 2019	0.72
PKW	INVESCO BUYBACK ACHIEVERS ETF	$1.70B	0.62%	Dec 20, 2006	0.72
FAB	FIRST TRUST MULTI CAP VALUE ALPHADEX FUND	$137M	0.66%	May 8, 2007	0.72
FNK	FIRST TRUST MID CAP VALUE ALPHADEX FUND	$221M	0.74%	Apr 19, 2011	0.72
QVMT	Invesco S&P 500 Enhanced Value ETF	$137M	0.13%	Oct 9, 2015	0.71
FDM	FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND	$265M	0.60%	Sep 27, 2005	0.71
VTWV	VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES	$1.40B	0.06%	Sep 20, 2010	0.71
RWK	INVESCO S&P MIDCAP 400 REVENUE ETF	$1.30B	0.39%	Feb 20, 2008	0.71
IWN	ISHARES RUSSELL 2000 VALUE ETF	$15B	0.24%	Jul 24, 2000	0.71
SURE	ADVISORSHARES INSIDER ADVANTAGE ETF	$57M	0.90%	Oct 4, 2011	0.71