IVV vs SCHG: fund overlap

ETF comparisons  /  IVV vs SCHG

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

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 383 companies outside the overlap; SCHG has 74.

Do IVV and SCHG overlap?

IVV and SCHG overlap by 54.1% by weight, across 120 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
SCHGUS growth

Schwab U.S. Large-Cap Growth ETF

197holdings
0.04%annual fee
USmarket
Valuation180 companies covered
32.3×P / E97% by weight
10.04×P / B81% by weight
3.1%Earnings yield
SCHG holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

120 companies held in both funds

IVV weight SCHG weight
Shared companyIVV SCHG
NVIDIA CORP NVDA
8.00%
11.01%
Apple Inc AAPL
7.39%
9.83%
Microsoft Corp MSFT
5.57%
7.18%
ALPHABET INC GOOGL 2 share classes
5.40%
8.53%
↳ ALPHABET INC-CL A GOOGL3.00%4.75%
↳ ALPHABET INC-CL C GOOG2.40%3.78%
AMAZON.COM INC AMZN
3.80%
5.67%
BROADCOM INC AVGO
2.59%
4.55%
META PLATFORMS INC-CLASS A META
2.15%
3.46%
TESLA INC TSLA
1.56%
3.91%
ELI LILLY & CO LLY
1.34%
3.06%
ADVANCED MICRO DEVICES AMD
1.27%
2.93%
Visa Inc V
0.93%
1.92%
Mastercard Inc MA
0.70%
1.40%
Costco Wholesale Corp COST
0.61%
1.48%
PALANTIR TECHNOLOGIES INC-A PLTR
0.58%
1.25%
UnitedHealth Group Inc UNH
0.52%
1.20%
NETFLIX INC NFLX
0.49%
1.27%
Palo Alto Networks Inc PANW
0.41%
0.79%
GE VERNOVA INC. GEV
0.39%
0.91%
KLA Corp KLAC
0.36%
0.88%
Thermo Fisher Scientific Inc TMO
0.34%
0.65%
Linde PLC LIN
0.33%
0.81%
CROWDSTRIKE HOLDINGS INC - A CRWD
0.32%
0.64%
ARISTA NETWORKS, INC. ANET
0.31%
0.57%
Salesforce Inc CRM
0.31%
0.62%
Walt Disney Co/The DIS
0.28%
0.63%

IVV and SCHG questions

Based on the holdings compared above

How much do IVV and SCHG overlap?

IVV and SCHG overlap by 54.1% by weight, across 120 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 54.1% 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 32.3.

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