IVV vs SCHV: fund overlap

ETF comparisons  /  IVV vs SCHV

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

IVV vs SCHV

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

The funds share a substantial core but differ outside it.IVV has 142 companies outside the overlap; SCHV has 197.

Do IVV and SCHV overlap?

IVV and SCHV overlap by 42.8% by weight, across 361 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
SCHVequity

Schwab U.S. Large-Cap Value ETF

559holdings
0.04%annual fee
USmarket
Valuation547 companies covered
22.3×P / E95% by weight
3.41×P / B90% by weight
4.5%Earnings yield
SCHV holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

361 companies held in both funds

IVV weight SCHV weight
Shared companyIVV SCHV
Micron Technology Inc MU
1.66%
3.54%
JPMorgan Chase & Co JPM
1.44%
2.62%
BERKSHIRE HATHAWAY INC. BRK/B
1.42%
2.82%
JOHNSON & JOHNSON JNJ
0.97%
1.76%
Intel Corp INTC
0.77%
1.75%
WALMART INC. WMT
0.71%
1.65%
AbbVie Inc ABBV
0.69%
1.25%
CISCO SYSTEMS, INC. CSCO
0.67%
1.54%
Bank of America Corp BAC
0.62%
1.11%
Chevron Corp CVX
0.61%
1.11%
Caterpillar Inc CAT
0.57%
1.32%
LAM RESEARCH LRCX
0.56%
1.29%
Applied Materials Inc AMAT
0.55%
1.16%
Merck & Co Inc MRK
0.54%
0.96%
THE COCA-COLA COMPANY KO
0.52%
0.99%
THE PROCTER & GAMBLE COMPANY PG
0.51%
1.08%
Home Depot Inc/The HD
0.47%
1.02%
THE GOLDMAN SACHS GROUP, INC. GS
0.46%
1.00%
Philip Morris International Inc PM
0.45%
0.90%
Wells Fargo & Co WFC
0.42%
0.78%
RTX Corp RTX
0.40%
0.78%
MORGAN STANLEY MS
0.39%
0.81%
Oracle Corp ORCL
0.39%
1.24%
Texas Instruments Inc TXN
0.37%
0.90%
CITIGROUP INC. C
0.36%
0.71%

IVV and SCHV questions

Based on the holdings compared above

How much do IVV and SCHV overlap?

IVV and SCHV overlap by 42.8% by weight, across 361 shared companies.

Which companies do IVV and SCHV both hold?

The largest companies held in both funds are Micron Technology Inc, JPMorgan Chase & Co, BERKSHIRE HATHAWAY INC., JOHNSON & JOHNSON, Intel Corp.

Can I hold both IVV and SCHV?

Holding both means 42.8% 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 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 22.3.

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