IVV vs SCHX: fund overlap

ETF comparisons  /  IVV vs SCHX

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

IVV vs SCHX

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

These funds provide similar company exposure.IVV has 22 companies outside the overlap; SCHX has 268.

Do IVV and SCHX overlap?

IVV and SCHX overlap by 89.8% by weight, across 481 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
SCHXUS equity

Schwab U.S. Large-Cap ETF

751holdings
0.03%annual fee
USmarket
Valuation727 companies covered
27.2×P / E96% by weight
5.33×P / B84% by weight
3.7%Earnings yield
SCHX holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

481 companies held in both funds

IVV weight SCHX weight
Shared companyIVV SCHX
NVIDIA CORP NVDA
8.00%
7.50%
Apple Inc AAPL
7.39%
6.70%
ALPHABET INC GOOGL 2 share classes
5.40%
5.81%
↳ ALPHABET INC-CL A GOOGL3.00%3.24%
↳ ALPHABET INC-CL C GOOG2.40%2.57%
Microsoft Corp MSFT
5.57%
4.89%
AMAZON.COM INC AMZN
3.80%
3.87%
BROADCOM INC AVGO
2.59%
3.10%
META PLATFORMS INC-CLASS A META
2.15%
2.02%
Micron Technology Inc MU
1.66%
1.60%
TESLA INC TSLA
1.56%
1.79%
ELI LILLY & CO LLY
1.34%
1.28%
BERKSHIRE HATHAWAY INC. BRK/B
1.42%
1.27%
ADVANCED MICRO DEVICES AMD
1.27%
1.23%
JPMorgan Chase & Co JPM
1.44%
1.18%
Visa Inc V
0.93%
0.80%
JOHNSON & JOHNSON JNJ
0.97%
0.79%
Intel Corp INTC
0.77%
0.79%
WALMART INC. WMT
0.71%
0.74%
CISCO SYSTEMS, INC. CSCO
0.67%
0.70%
Costco Wholesale Corp COST
0.61%
0.62%
Mastercard Inc MA
0.70%
0.59%
Caterpillar Inc CAT
0.57%
0.60%
AbbVie Inc ABBV
0.69%
0.56%
LAM RESEARCH LRCX
0.56%
0.58%
PALANTIR TECHNOLOGIES INC-A PLTR
0.58%
0.52%
Applied Materials Inc AMAT
0.55%
0.52%

IVV and SCHX questions

Based on the holdings compared above

How much do IVV and SCHX overlap?

IVV and SCHX overlap by 89.8% by weight, across 481 shared companies.

Which companies do IVV and SCHX both hold?

The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.

Can I hold both IVV and SCHX?

Holding both means 89.8% 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 SCHX cheaper?

IVV has a 0.03% expense ratio and SCHX has 0.03%.

How do IVV and SCHX compare on valuation?

IVV has a weighted P/E of 26.8 and SCHX has a weighted P/E of 27.2.

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