ETF comparison
IVE vs SCHV
Both US Value.
Holdings overlap
348 positions appear in both funds. Buying equal dollars of IVE and SCHV would leave roughly 64.9% 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
SCHV is 14 bps cheaper than IVE. On a $100,000 position that's about $140/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 SCHV.
Top shared holdings
348 shared in total| # | Holding | In IVE | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | EXXONMOBIL HOLDINGS CORP | 1.95% | 1.97% | 1.95% |
| 2 | INTEL CORP | 2.27% | 1.75% | 1.75% |
| 3 | WALMART INC | 1.71% | 1.65% | 1.65% |
| 4 | BANK OF AMERICA CORP | 1.28% | 1.11% | 1.11% |
| 5 | PROCTER & GAMBLE COMPANY (THE) | 1.18% | 1.08% | 1.08% |
| 6 | CHEVRON CORP | 1.07% | 1.11% | 1.07% |
| 7 | HOME DEPOT INC (THE) | 1.21% | 1.02% | 1.02% |
| 8 | JP MORGAN CHASE & COMPANY | 0.97% | 2.62% | 0.97% |
| 9 | MERCK & COMPANY INC | 1.09% | 0.96% | 0.96% |
| 10 | TEXAS INSTRUMENTS INC | 0.93% | 0.90% | 0.90% |
| 11 | JOHNSON & JOHNSON | 0.86% | 1.76% | 0.86% |
| 12 | ABBVIE INC | 0.83% | 1.25% | 0.83% |
Only in IVE
90 total- APPLE INC 7.32%
- AMAZON.COM INC 3.78%
- TESLA INC 1.55%
- COSTCO WHOLESALE CORP 1.43%
- UNITEDHEALTH GROUP INC 1.30%
- VISA INC 0.88%
- LINDE PLC 0.83%
- GE AEROSPACE 0.64%
- THERMO FISHER SCIENTIFIC INC 0.64%
- WALT DISNEY COMPANY (THE) 0.58%
Only in SCHV
207 total- Micron Technology Inc 3.54%
- Berkshire Hathaway Inc 2.82%
- Caterpillar Inc 1.32%
- Lam Research Corp 1.29%
- Applied Materials Inc 1.16%
- RTX Corp 0.78%
- Amphenol Corp 0.59%
- Honeywell International Inc 0.49%
- Welltower Inc 0.46%
- Newmont Corp 0.39%
Related comparisons
More comparisons with IVE
- IVE vs IWX · iShares Russell Top 200 Value ETF 63.8%
- IVE vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 63.7%
- IVE vs PRF · Invesco RAFI US 1000 ETF 61.7%
- IVE vs SPYM · State Street SPDR Portfolio S&P 500 ETF 58.7%
- IVE vs IVV · iShares Core S&P 500 ETF 58.7%
- IVE vs VOO · Vanguard S&P 500 ETF 58.7%
More comparisons with SCHV
- SCHV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 59.9%
- SCHV vs MGV · Vanguard Morningstar Mega Cap Value ETF 59.6%
- SCHV vs PRF · Invesco RAFI US 1000 ETF 56.8%
- SCHV vs IWX · iShares Russell Top 200 Value ETF 54.3%
- SCHV vs DFUV · Dimensional US Marketwide Value ETF 50.2%
- SCHV vs DGRO · iShares Core Dividend Growth ETF 48.7%
Percentages are holdings overlap with the named fund.
Open IVE or SCHV 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.