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 42.8% by weight, across 361 shared companies.
Schwab U.S. Large-Cap Value ETF
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
361 companies held in both funds
| Shared company | IVV | 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.
See the companies and duplicated exposure across every fund you hold.