ETF comparison
IVE vs SCHB
US Value vs US Total Market.
Holdings overlap
431 positions appear in both funds. Buying equal dollars of IVE and SCHB would leave roughly 52.7% 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 15 bps cheaper than IVE. On a $100,000 position that's about $150/yr more in fees for IVE.
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 IVE vs SCHB.
Top shared holdings
431 shared in total| # | Holding | In IVE | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.32% | 6.26% | 6.26% |
| 2 | AMAZON.COM INC | 3.78% | 3.62% | 3.62% |
| 3 | TESLA INC | 1.55% | 1.68% | 1.55% |
| 4 | JP MORGAN CHASE & COMPANY | 0.97% | 1.10% | 0.97% |
| 5 | EXXONMOBIL HOLDINGS CORP | 1.95% | 0.83% | 0.83% |
| 6 | VISA INC | 0.88% | 0.75% | 0.75% |
| 7 | JOHNSON & JOHNSON | 0.86% | 0.74% | 0.74% |
| 8 | INTEL CORP | 2.27% | 0.74% | 0.74% |
| 9 | WALMART INC | 1.71% | 0.69% | 0.69% |
| 10 | CISCO SYSTEMS INC | 0.75% | 0.65% | 0.65% |
| 11 | COSTCO WHOLESALE CORP | 1.43% | 0.58% | 0.58% |
| 12 | ABBVIE INC | 0.83% | 0.53% | 0.53% |
Only in IVE
7 total- HONEYWELL INTERNATIONAL INC 0.24%
- HONEYWELL AEROSPACE INC 0.24%
- DUPONT DE NEMOURS INC 0.06%
- FEDEX FREIGHT HOLDING COMPANY INC 0.06%
- NEWS CORP 0.01%
- FOX CORP 0.01%
- HOLOGIC INC 0.00%
Only in SCHB
1,974 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 IVE
- IVE vs VTI · Vanguard Morningstar Total Stock Market ETF 52.6%
- IVE vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 52.6%
- IVE vs MGV · Vanguard Morningstar Mega Cap Value ETF 51.9%
- IVE vs DGRO · iShares Core Dividend Growth ETF 47.6%
- IVE vs DFUV · Dimensional US Marketwide Value ETF 47.1%
- IVE vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 46.6%
More comparisons with SCHB
- SCHB vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 52.7%
- SCHB vs SCHG · Schwab U.S. Large-Cap Growth ETF 51.3%
- SCHB vs QQQM · Invesco NASDAQ 100 ETF 50.1%
- SCHB vs IWY · iShares Russell Top 200 Growth ETF 49.8%
- SCHB vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 49.7%
- SCHB vs QQQ · Invesco QQQ Trust 49.7%
Percentages are holdings overlap with the named fund.
Open IVE 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.