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ETF comparison

IVV vs SCHG

US Large Cap vs US Large Cap Growth.

iShares Core S&P 500 ETF · Schwab U.S. Large-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
53.1 %

121 positions appear in both funds. Buying equal dollars of IVV and SCHG would leave roughly 53.1% of each dollar exposed to the same underlying securities.

IVV unmatched 46.7% Shared 53.1% SCHG unmatched 46.8%

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 IVV only
383 positions
Shared
121 positions
In SCHG only
72 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$881.27B
TTM yield
1.10%
Top-10 conc.
36.4%
SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab · US Large Cap Growth

86 composite / 100
Expense ratio
0.040%
Net assets
$63.85B
TTM yield
0.40%
Top-10 conc.
57.2%

Sub-score comparison

97
Cost
96
88
Tax efficiency
90
100
Liquidity
100
62
Concentration
33
—
Tracking quality
—
IVV sub-score SCHG

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

Cost difference

IVV is 1 bps cheaper than SCHG. On a $100,000 position that's about $10/yr more in fees for SCHG.

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 IVV vs SCHG.

Top shared holdings

121 shared in total
# Holding In IVV In SCHG Overlap
1 NVIDIA Corp. 7.51% 11.01% 7.51%
2 Apple, Inc. 6.58% 9.83% 6.58%
3 Microsoft Corp. 4.29% 7.17% 4.29%
4 Amazon.com, Inc. 3.61% 5.67% 3.61%
5 Alphabet, Inc. 3.25% 4.75% 3.25%
6 Broadcom, Inc. 2.77% 4.55% 2.77%
7 Alphabet, Inc. 2.59% 3.78% 2.59%
8 Meta Platforms, Inc. 1.92% 3.45% 1.92%
9 Tesla, Inc. 1.83% 3.91% 1.83%
10 Eli Lilly & Co. 1.47% 3.05% 1.47%
11 Advanced Micro Devices, Inc. 1.47% 2.93% 1.47%
12 Visa, Inc. 0.88% 1.92% 0.88%

Only in IVV

383 total
  • Micron Technology, Inc. 2.02%
  • Berkshire Hathaway, Inc. 1.42%
  • JPMorgan Chase & Co. 1.36%
  • Intel Corp. 1.02%
  • Johnson & Johnson 0.95%
  • Applied Materials, Inc. 0.89%
  • Exxon Mobil Corp. 0.88%
  • Lam Research Corp. 0.84%
  • Walmart, Inc. 0.77%
  • Caterpillar, Inc. 0.76%

Only in SCHG

72 total
  • Snowflake Inc 0.31%
  • Cloudflare Inc 0.27%
  • Rocket Lab Corp 0.24%
  • Strategy Inc 0.17%
  • Astera Labs Inc 0.16%
  • Alnylam Pharmaceuticals Inc 0.14%
  • Credo Technology Group Holding Ltd 0.13%
  • HEICO Corp 0.12%
  • Natera Inc 0.11%
  • Curtiss-Wright Corp 0.10%

Percentages are holdings overlap with the named fund.

Open IVV or SCHG 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.