IVV vs SCHV: fund overlap

ETF comparisons  /  IVV vs SCHV

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

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 140 companies outside the overlap; SCHV has 193.

Do IVV and SCHV overlap?

IVV and SCHV overlap by 43.9% by weight, across 363 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
SCHVequity

Schwab U.S. Large-Cap Value ETF

559holdings
0.04%annual fee
USmarket
Valuation545 companies covered
22.2×P / E95% by weight
3.31×P / B89% 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

363 companies held in both funds

IVV weight SCHV weight
Shared companyIVV 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.

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