ETF comparison
IUSG vs SCHD
US Large Cap Growth vs Dividend.
iShares Core S&P U.S. Growth ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
12 positions appear in both funds. Buying equal dollars of IUSG and SCHD would leave roughly 0.8% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IUSG is 2 bps cheaper than SCHD. On a $100,000 position that's about $20/yr more in fees for SCHD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IUSG vs SCHD.
Top shared holdings
12 shared in total| # | Holding | In IUSG | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | AMGEN INC | 0.36% | 3.47% | 0.36% |
| 2 | COCA-COLA COMPANY (THE) | 0.35% | 3.96% | 0.35% |
| 3 | CINCINNATI FINANCIAL CORP | 0.05% | 0.62% | 0.05% |
| 4 | EAST WEST BANCORP INC | 0.02% | 0.42% | 0.02% |
| 5 | AUTOLIV INC | 0.01% | 0.22% | 0.01% |
| 6 | OLD REPUBLIC INTERNATIONAL CORP | 0.01% | 0.21% | 0.01% |
| 7 | FEDERATED HERMES INC | 0.01% | 0.10% | 0.01% |
| 8 | AMERICAN FINANCIAL GROUP INC | 0.01% | 0.23% | 0.01% |
| 9 | NEXSTAR MEDIA GROUP INC | 0.01% | 0.13% | 0.01% |
| 10 | VAIL RESORTS INC | 0.01% | 0.12% | 0.01% |
| 11 | MSC INDUSTRIAL DIRECT CO INC | 0.01% | 0.13% | 0.01% |
| 12 | MARZETTI COMPANY (THE) | 0.00% | 0.06% | 0.00% |
Only in IUSG
378 total- NVIDIA CORP 12.95%
- MICROSOFT CORP 7.41%
- APPLE INC 5.68%
- ALPHABET INC 5.60%
- BROADCOM INC 4.78%
- ALPHABET INC 4.46%
- MICRON TECHNOLOGY INC 3.48%
- META PLATFORMS INC 3.31%
- AMAZON.COM INC 3.31%
- ELI LILLY & COMPANY 2.54%
Only in SCHD
87 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- PepsiCo Inc 3.44%
- Home Depot Inc/The 3.36%
Related comparisons
More comparisons with IUSG
- IUSG vs IWM · iShares Russell 2000 ETF 0.4%
- IUSG vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- IUSG vs IVW · iShares S&P 500 Growth ETF 94.9%
- IUSG vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 94.9%
- IUSG vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 90.9%
- IUSG vs IWF · iShares Russell 1000 Growth ETF 75.5%
More comparisons with SCHD
- SCHD vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 0.8%
- SCHD vs IVW · iShares S&P 500 Growth ETF 0.8%
- SCHD vs VUG · Vanguard Morningstar Growth ETF 0.8%
- SCHD vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 0.7%
- SCHD vs VBK · Vanguard Morningstar Small-Cap Growth ETF 0.7%
- SCHD vs IWO · iShares Russell 2000 Growth ETF 0.5%
Percentages are holdings overlap with the named fund.
Open IUSG or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.