iShares Core S&P 500 ETF
ETF comparisons / IVV vs SCHX
IVV vs SCHX
iShares Core S&P 500 ETF compared with Schwab U.S. Large-Cap ETF
Do IVV and SCHX overlap?
IVV and SCHX overlap by 91.4% by weight, across 481 shared companies.
Schwab U.S. Large-Cap ETF
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
481 companies held in both funds
| Shared company | IVV | 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 GOOGL | 2.50% | 2.86% |
| ↳ ALPHABET INC-CL C GOOG | 2.02% | 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.
See the companies and duplicated exposure across every fund you hold.