IVV vs SCHG: fund overlap

ETF comparisons  /  IVV vs SCHG

US equity comparison · IVV 2026-10-29 · SCHG 2026-08-31

IVV vs SCHG

iShares Core S&P 500 ETF compared with Schwab U.S. Large-Cap Growth ETF

The funds share a substantial core but differ outside it.IVV has 385 companies outside the overlap; SCHG has 75.

Do IVV and SCHG overlap?

IVV and SCHG overlap by 54.3% by weight, across 118 shared companies.

IVVUS equity

iShares Core S&P 500 ETF

509holdings
0.03%annual fee
USmarket
Valuation490 companies covered
26.8×P / E97% by weight
5.50×P / B86% by weight
3.7%Earnings yield
IVV holdings and fund profile
SCHGUS growth

Schwab U.S. Large-Cap Growth ETF

195holdings
0.04%annual fee
USmarket
Valuation178 companies covered
28.4×P / E96% by weight
9.29×P / B82% by weight
3.5%Earnings yield
SCHG holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

118 companies held in both funds

IVV weight SCHG weight
Shared companyIVV SCHG
NVIDIA CORP NVDA
7.77%
10.68%
Apple Inc AAPL
7.65%
9.29%
Microsoft Corp MSFT
5.91%
7.52%
ALPHABET INC GOOGL 2 share classes
4.52%
7.14%
↳ ALPHABET INC-CL A GOOGL2.50%3.97%
↳ ALPHABET INC-CL C GOOG2.02%3.16%
AMAZON.COM INC AMZN
3.60%
5.07%
BROADCOM INC AVGO
2.47%
3.50%
META PLATFORMS INC-CLASS A META
2.07%
2.51%
TESLA INC TSLA
1.71%
2.37%
ELI LILLY & CO LLY
1.65%
2.93%
ADVANCED MICRO DEVICES AMD
1.39%
2.37%
Visa Inc V
1.05%
2.43%
Mastercard Inc MA
0.77%
1.83%
PALANTIR TECHNOLOGIES INC-A PLTR
0.68%
1.65%
Costco Wholesale Corp COST
0.66%
1.61%
UnitedHealth Group Inc UNH
0.55%
1.36%
Palo Alto Networks Inc PANW
0.47%
1.19%
CROWDSTRIKE HOLDINGS INC - A CRWD
0.40%
0.91%
Thermo Fisher Scientific Inc TMO
0.39%
0.88%
NETFLIX INC NFLX
0.39%
1.32%
GE VERNOVA INC. GEV
0.36%
0.93%
Linde PLC LIN
0.35%
0.87%
KLA Corp KLAC
0.33%
0.88%
ARISTA NETWORKS, INC. ANET
0.29%
0.78%
Walt Disney Co/The DIS
0.29%
0.72%
Salesforce Inc CRM
0.28%
0.81%

IVV and SCHG questions

Based on the holdings compared above

How much do IVV and SCHG overlap?

IVV and SCHG overlap by 54.3% by weight, across 118 shared companies.

Which companies do IVV and SCHG both hold?

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

Can I hold both IVV and SCHG?

Holding both means 54.3% 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 SCHG cheaper?

IVV has a 0.03% expense ratio and SCHG has 0.04%.

How do IVV and SCHG compare on valuation?

IVV has a weighted P/E of 26.8 and SCHG has a weighted P/E of 28.4.

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