ETF comparison
IUSV vs SCHB
US Value vs US Total Market.
iShares Core S&P U.S. Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
730 positions appear in both funds. Buying equal dollars of IUSV and SCHB would leave roughly 55.4% 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
SCHB is 1 bps cheaper than IUSV. On a $100,000 position that's about $10/yr more in fees for IUSV.
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 IUSV vs SCHB.
Top shared holdings
730 shared in total| # | Holding | In IUSV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 6.90% | 6.26% | 6.26% |
| 2 | AMAZON.COM INC | 3.56% | 3.62% | 3.56% |
| 3 | TESLA INC | 1.46% | 1.68% | 1.46% |
| 4 | JP MORGAN CHASE & COMPANY | 0.91% | 1.10% | 0.91% |
| 5 | EXXONMOBIL HOLDINGS CORP | 1.84% | 0.83% | 0.83% |
| 6 | VISA INC | 0.83% | 0.75% | 0.75% |
| 7 | JOHNSON & JOHNSON | 0.81% | 0.74% | 0.74% |
| 8 | INTEL CORP | 2.14% | 0.74% | 0.74% |
| 9 | WALMART INC | 1.61% | 0.69% | 0.69% |
| 10 | CISCO SYSTEMS INC | 0.71% | 0.65% | 0.65% |
| 11 | COSTCO WHOLESALE CORP | 1.35% | 0.58% | 0.58% |
| 12 | ABBVIE INC | 0.78% | 0.53% | 0.53% |
Only in IUSV
7 total- HONEYWELL INTERNATIONAL INC 0.23%
- HONEYWELL AEROSPACE INC 0.23%
- DUPONT DE NEMOURS INC 0.06%
- FEDEX FREIGHT HOLDING COMPANY INC 0.05%
- NEWS CORP 0.01%
- FOX CORP 0.01%
- HOLOGIC INC 0.00%
Only in SCHB
1,675 total- NVIDIA Corp 7.02%
- Microsoft Corp 4.57%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Meta Platforms Inc 1.89%
- Micron Technology Inc 1.49%
- Eli Lilly & Co 1.20%
- Berkshire Hathaway Inc 1.19%
- Advanced Micro Devices Inc 1.15%
Related comparisons
More comparisons with IUSV
- IUSV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 53.7%
- IUSV vs SPY · State Street SPDR S&P 500 ETF Trust 53.4%
- IUSV vs MGV · Vanguard Morningstar Mega Cap Value ETF 49.2%
- IUSV vs DFUV · Dimensional US Marketwide Value ETF 49.0%
- IUSV vs DGRO · iShares Core Dividend Growth ETF 47.5%
- IUSV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 45.7%
More comparisons with SCHB
- SCHB vs IWF · iShares Russell 1000 Growth ETF 54.5%
- SCHB vs SUSA · iShares ESG Optimized MSCI USA ETF 54.2%
- SCHB vs DLN · WisdomTree U.S. LargeCap Dividend Fund 53.8%
- SCHB vs VUG · Vanguard Morningstar Growth ETF 53.6%
- SCHB vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 53.3%
- SCHB vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 52.7%
Percentages are holdings overlap with the named fund.
Open IUSV or SCHB 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.