Skip to main content

ETF comparison

IVOO vs SCHB

US Mid Cap vs US Total Market.

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares · Schwab U.S. Broad Market ETF

Holdings overlap

Weighted by ISIN/CUSIP
4.8 %

400 positions appear in both funds. Buying equal dollars of IVOO and SCHB would leave roughly 4.8% of each dollar exposed to the same underlying securities.

IVOO unmatched 95.0% Shared 4.8% SCHB unmatched 95.1%

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.

In IVOO only
0 positions
Shared
400 positions
In SCHB only
2,005 positions

Side by side

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard · US Mid Cap

92 composite / 100
Expense ratio
0.070%
Net assets
$5.67B
whole fund, 2 share classes
TTM yield
1.22%
Top-10 conc.
8.3%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.05%
Top-10 conc.
34.9%

Sub-score comparison

93
Cost
97
88
Tax efficiency
88
89
Liquidity
100
100
Concentration
64
—
Tracking quality
—
IVOO sub-score SCHB

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHB is 4 bps cheaper than IVOO. On a $100,000 position that's about $40/yr more in fees for IVOO.

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 IVOO vs SCHB.

Top shared holdings

400 shared in total
# Holding In IVOO In SCHB Overlap
1 Flex Ltd 1.58% 0.08% 0.08%
2 Twilio Inc 0.82% 0.04% 0.04%
3 TechnipFMC PLC 0.79% 0.04% 0.04%
4 Curtiss-Wright Corp 0.79% 0.04% 0.04%
5 nVent Electric PLC 0.77% 0.04% 0.04%
6 Sterling Infrastructure Inc 0.75% 0.04% 0.04%
7 XPO Inc 0.72% 0.03% 0.03%
8 Everpure Inc 0.71% 0.03% 0.03%
9 Illumina Inc 0.71% 0.03% 0.03%
10 ATI Inc 0.68% 0.03% 0.03%
11 United Therapeutics Corp 0.68% 0.03% 0.03%
12 MACOM Technology Solutions Holdings Inc 0.67% 0.03% 0.03%

Only in IVOO

0 total

Every IVOO position is also held by SCHB.

Only in SCHB

2,005 total
  • NVIDIA Corp 7.02%
  • Apple Inc 6.26%
  • Microsoft Corp 4.57%
  • Amazon.com Inc 3.62%
  • Alphabet Inc 3.03%
  • Broadcom Inc 2.90%
  • Alphabet Inc 2.41%
  • Meta Platforms Inc 1.89%
  • Tesla Inc 1.68%
  • Micron Technology Inc 1.49%

Percentages are holdings overlap with the named fund.

Open IVOO 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.