IVV vs SCHX: fund overlap

ETF comparisons  /  IVV vs SCHX

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

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 266.

Do IVV and SCHX overlap?

IVV and SCHX overlap by 91.4% by weight, across 481 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
SCHXUS equity

Schwab U.S. Large-Cap ETF

750holdings
0.03%annual fee
USmarket
Valuation723 companies covered
25.9×P / E96% by weight
5.15×P / B85% by weight
3.9%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
7.77%
7.70%
Apple Inc AAPL
7.65%
6.70%
Microsoft Corp MSFT
5.91%
5.42%
ALPHABET INC GOOGL 2 share classes
4.52%
5.15%
↳ ALPHABET INC-CL A GOOGL2.50%2.86%
↳ ALPHABET INC-CL C GOOG2.02%2.28%
AMAZON.COM INC AMZN
3.60%
3.66%
BROADCOM INC AVGO
2.47%
2.53%
META PLATFORMS INC-CLASS A META
2.07%
1.81%
Micron Technology Inc MU
1.59%
1.56%
TESLA INC TSLA
1.71%
1.49%
JPMorgan Chase & Co JPM
1.37%
1.37%
BERKSHIRE HATHAWAY INC. BRK/B
1.52%
1.33%
ELI LILLY & CO LLY
1.65%
1.32%
ADVANCED MICRO DEVICES AMD
1.39%
1.11%
ExxonMobil Holdings Corporation 2670549D
1.13%
0.96%
JOHNSON & JOHNSON JNJ
1.00%
0.92%
Visa Inc V
1.05%
0.91%
Mastercard Inc MA
0.77%
0.68%
WALMART INC. WMT
0.81%
0.66%
AbbVie Inc ABBV
0.77%
0.65%
Intel Corp INTC
0.69%
0.64%
CISCO SYSTEMS, INC. CSCO
0.64%
0.63%
PALANTIR TECHNOLOGIES INC-A PLTR
0.68%
0.62%
Costco Wholesale Corp COST
0.66%
0.60%
Chevron Corp CVX
0.69%
0.56%
Merck & Co Inc MRK
0.54%
0.53%

IVV and SCHX questions

Based on the holdings compared above

How much do IVV and SCHX overlap?

IVV and SCHX overlap by 91.4% 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, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.

Can I hold both IVV and SCHX?

Holding both means 91.4% 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 25.9.

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