ETF comparison
IVE vs SCHD
US Value vs Dividend.
Holdings overlap
46 positions appear in both funds. Buying equal dollars of IVE and SCHD would leave roughly 16.0% 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
SCHD is 12 bps cheaper than IVE. On a $100,000 position that's about $120/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 SCHD.
Top shared holdings
46 shared in total| # | Holding | In IVE | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | 1.30% | 5.09% | 1.30% |
| 2 | HOME DEPOT INC (THE) | 1.21% | 3.36% | 1.21% |
| 3 | PROCTER & GAMBLE COMPANY (THE) | 1.18% | 3.55% | 1.18% |
| 4 | MERCK & COMPANY INC | 1.09% | 3.86% | 1.09% |
| 5 | CHEVRON CORP | 1.07% | 3.83% | 1.07% |
| 6 | TEXAS INSTRUMENTS INC | 0.93% | 5.90% | 0.93% |
| 7 | QUALCOMM INC | 0.67% | 6.74% | 0.67% |
| 8 | PEPSICO INC | 0.64% | 3.44% | 0.64% |
| 9 | COCA-COLA COMPANY (THE) | 0.63% | 3.96% | 0.63% |
| 10 | VERIZON COMMUNICATIONS INC | 0.61% | 3.65% | 0.61% |
| 11 | ABBOTT LABORATORIES | 0.54% | 2.96% | 0.54% |
| 12 | CONOCOPHILLIPS | 0.44% | 3.51% | 0.44% |
Only in IVE
392 total- APPLE INC 7.32%
- AMAZON.COM INC 3.78%
- INTEL CORP 2.27%
- EXXONMOBIL HOLDINGS CORP 1.95%
- WALMART INC 1.71%
- TESLA INC 1.55%
- COSTCO WHOLESALE CORP 1.43%
- BANK OF AMERICA CORP 1.28%
- JP MORGAN CHASE & COMPANY 0.97%
- VISA INC 0.88%
Only in SCHD
53 total- East West Bancorp Inc 0.42%
- Watsco Inc 0.32%
- Fidelity National Financial Inc 0.30%
- HF Sinclair Corp 0.28%
- Booz Allen Hamilton Holding Corp 0.24%
- American Financial Group Inc/OH 0.23%
- Columbia Banking System Inc 0.22%
- Autoliv Inc 0.22%
- Old Republic International Corp 0.21%
- Macy's Inc 0.15%
Related comparisons
More comparisons with IVE
- IVE vs VB · Vanguard Morningstar Small-Cap ETF 5.9%
- IVE vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- IVE vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- IVE vs IWM · iShares Russell 2000 ETF 0.0%
- IVE vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 99.8%
- IVE vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 94.6%
More comparisons with SCHD
- SCHD vs VLUE · iShares MSCI USA Value Factor ETF 15.8%
- SCHD vs DFLV · Dimensional US Large Cap Value ETF 15.4%
- SCHD vs SCHV · Schwab U.S. Large-Cap Value ETF 15.4%
- SCHD vs IUSV · iShares Core S&P U.S. Value ETF 15.4%
- SCHD vs FNDX · Schwab Fundamental U.S. Large Company ETF 15.1%
- SCHD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 14.6%
Percentages are holdings overlap with the named fund.
Open IVE 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.