IVV vs SCHB: fund overlap

ETF comparisons  /  IVV vs SCHB

US equity comparison · IVV 2026-09-11 · SCHB 2026-05-31

IVV vs SCHB

iShares Core S&P 500 ETF compared with Schwab U.S. Broad Market ETF

These funds provide similar company exposure.IVV has 20 companies outside the overlap; SCHB has 1,923.

Do IVV and SCHB overlap?

IVV and SCHB overlap by 85.8% by weight, across 483 shared companies.

IVVUS equity

iShares Core S&P 500 ETF

508holdings
0.03%annual fee
USmarket
Valuation491 companies covered
26.8×P / E97% by weight
5.40×P / B85% by weight
3.7%Earnings yield
IVV holdings and fund profile
SCHBUS equity

Schwab U.S. Broad Market ETF

2,411holdings
0.03%annual fee
USmarket
Valuation2,228 companies covered
26.9×P / E95% by weight
4.90×P / B85% by weight
3.7%Earnings yield
SCHB holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

483 companies held in both funds

IVV weight SCHB weight
Shared companyIVV SCHB
NVIDIA CORP NVDA
8.00%
7.01%
Apple Inc AAPL
7.39%
6.26%
ALPHABET INC GOOGL 2 share classes
5.40%
5.43%
↳ ALPHABET INC-CL A GOOGL3.00%3.03%
↳ ALPHABET INC-CL C GOOG2.40%2.41%
Microsoft Corp MSFT
5.57%
4.57%
AMAZON.COM INC AMZN
3.80%
3.61%
BROADCOM INC AVGO
2.59%
2.89%
META PLATFORMS INC-CLASS A META
2.15%
1.89%
TESLA INC TSLA
1.56%
1.67%
Micron Technology Inc MU
1.66%
1.49%
ELI LILLY & CO LLY
1.34%
1.20%
BERKSHIRE HATHAWAY INC. BRK/B
1.42%
1.19%
ADVANCED MICRO DEVICES AMD
1.27%
1.15%
JPMorgan Chase & Co JPM
1.44%
1.10%
Visa Inc V
0.93%
0.75%
JOHNSON & JOHNSON JNJ
0.97%
0.74%
Intel Corp INTC
0.77%
0.74%
WALMART INC. WMT
0.71%
0.69%
CISCO SYSTEMS, INC. CSCO
0.67%
0.65%
Costco Wholesale Corp COST
0.61%
0.58%
Caterpillar Inc CAT
0.57%
0.56%
Mastercard Inc MA
0.70%
0.55%
LAM RESEARCH LRCX
0.56%
0.54%
AbbVie Inc ABBV
0.69%
0.53%
NETFLIX INC NFLX
0.49%
0.50%
PALANTIR TECHNOLOGIES INC-A PLTR
0.58%
0.49%

IVV and SCHB questions

Based on the holdings compared above

How much do IVV and SCHB overlap?

IVV and SCHB overlap by 85.8% by weight, across 483 shared companies.

Which companies do IVV and SCHB both hold?

The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.

Can I hold both IVV and SCHB?

Holding both means 85.8% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.

Is IVV or SCHB cheaper?

IVV has a 0.03% expense ratio and SCHB has 0.03%.

How do IVV and SCHB compare on valuation?

IVV has a weighted P/E of 26.8 and SCHB has a weighted P/E of 26.9.

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