iShares Core S&P 500 ETF
ETF comparisons / IVV vs SCHV
IVV vs SCHV
iShares Core S&P 500 ETF compared with Schwab U.S. Large-Cap Value ETF
Do IVV and SCHV overlap?
IVV and SCHV overlap by 43.9% by weight, across 363 shared companies.
Schwab U.S. Large-Cap Value ETF
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
363 companies held in both funds
| Shared company | IVV | SCHV |
|---|---|---|
| Micron Technology Inc MU | 1.59% | 3.41% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.52% | 2.91% |
| JPMorgan Chase & Co JPM | 1.37% | 3.01% |
| ExxonMobil Holdings Corporation 2670549D | 1.13% | 2.10% |
| JOHNSON & JOHNSON JNJ | 1.00% | 2.02% |
| WALMART INC. WMT | 0.81% | 1.45% |
| AbbVie Inc ABBV | 0.77% | 1.43% |
| Intel Corp INTC | 0.69% | 1.39% |
| Chevron Corp CVX | 0.69% | 1.22% |
| CISCO SYSTEMS, INC. CSCO | 0.64% | 1.38% |
| THE PROCTER & GAMBLE COMPANY PG | 0.56% | 1.07% |
| Merck & Co Inc MRK | 0.54% | 1.15% |
| THE COCA-COLA COMPANY KO | 0.54% | 1.08% |
| Applied Materials Inc AMAT | 0.50% | 1.15% |
| Bank of America Corp BAC | 0.50% | 1.27% |
| Home Depot Inc/The HD | 0.49% | 1.03% |
| Philip Morris International Inc PM | 0.49% | 0.92% |
| LAM RESEARCH LRCX | 0.48% | 1.19% |
| Caterpillar Inc CAT | 0.45% | 1.16% |
| Texas Instruments Inc TXN | 0.43% | 0.75% |
| THE GOLDMAN SACHS GROUP, INC. GS | 0.41% | 0.95% |
| RTX Corp RTX | 0.40% | 0.88% |
| Wells Fargo & Co WFC | 0.39% | 0.83% |
| Amgen Inc AMGN | 0.37% | 0.73% |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM | 0.37% | 0.69% |
IVV and SCHV questions
Based on the holdings compared above
How much do IVV and SCHV overlap?
IVV and SCHV overlap by 43.9% by weight, across 363 shared companies.
Which companies do IVV and SCHV both hold?
The largest companies held in both funds are Micron Technology Inc, BERKSHIRE HATHAWAY INC., JPMorgan Chase & Co, ExxonMobil Holdings Corporation, JOHNSON & JOHNSON.
Can I hold both IVV and SCHV?
Holding both means 43.9% 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 SCHV cheaper?
IVV has a 0.03% expense ratio and SCHV has 0.04%.
How do IVV and SCHV compare on valuation?
IVV has a weighted P/E of 26.8 and SCHV has a weighted P/E of 22.2.
See the companies and duplicated exposure across every fund you hold.