ETF comparison
IUSV vs SCHD
US Value vs Dividend.
iShares Core S&P U.S. Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
63 positions appear in both funds. Buying equal dollars of IUSV and SCHD would leave roughly 15.4% 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
IUSV 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 IUSV vs SCHD.
Top shared holdings
63 shared in total| # | Holding | In IUSV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | 1.23% | 5.09% | 1.23% |
| 2 | HOME DEPOT INC (THE) | 1.14% | 3.36% | 1.14% |
| 3 | PROCTER & GAMBLE COMPANY (THE) | 1.11% | 3.55% | 1.11% |
| 4 | MERCK & COMPANY INC | 1.03% | 3.86% | 1.03% |
| 5 | CHEVRON CORP | 1.01% | 3.83% | 1.01% |
| 6 | TEXAS INSTRUMENTS INC | 0.88% | 5.90% | 0.88% |
| 7 | QUALCOMM INC | 0.63% | 6.74% | 0.63% |
| 8 | PEPSICO INC | 0.60% | 3.44% | 0.60% |
| 9 | COCA-COLA COMPANY (THE) | 0.59% | 3.96% | 0.59% |
| 10 | VERIZON COMMUNICATIONS INC | 0.57% | 3.65% | 0.57% |
| 11 | ABBOTT LABORATORIES | 0.51% | 2.96% | 0.51% |
| 12 | CONOCOPHILLIPS | 0.41% | 3.51% | 0.41% |
Only in IUSV
674 total- APPLE INC 6.90%
- AMAZON.COM INC 3.56%
- INTEL CORP 2.14%
- EXXONMOBIL HOLDINGS CORP 1.84%
- WALMART INC 1.61%
- TESLA INC 1.46%
- COSTCO WHOLESALE CORP 1.35%
- BANK OF AMERICA CORP 1.21%
- JP MORGAN CHASE & COMPANY 0.91%
- VISA INC 0.83%
Only in SCHD
36 total- Moelis & Co 0.13%
- Federated Hermes Inc 0.10%
- Korn Ferry 0.09%
- Robert Half Inc 0.07%
- Artisan Partners Asset Management Inc 0.07%
- CVB Financial Corp 0.07%
- Western Union Co/The 0.07%
- Banner Corp 0.06%
- OFG Bancorp 0.05%
- Cohen & Steers Inc 0.05%
Related comparisons
More comparisons with IUSV
- IUSV vs VB · Vanguard Morningstar Small-Cap ETF 11.2%
- IUSV vs IJH · iShares Core S&P Mid-Cap ETF 5.6%
- IUSV vs IWM · iShares Russell 2000 ETF 0.8%
- IUSV vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- IUSV vs IVE · iShares S&P 500 Value ETF 94.1%
- IUSV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 94.1%
More comparisons with SCHD
- SCHD vs FNDX · Schwab Fundamental U.S. Large Company ETF 15.1%
- SCHD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 14.6%
- SCHD vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 14.3%
- SCHD vs PRF · Invesco RAFI US 1000 ETF 14.1%
- SCHD vs VFLO · Victoryshares Free Cash Flow ETF 13.7%
- SCHD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 13.3%
Percentages are holdings overlap with the named fund.
Open IUSV 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.