ETF comparison
IVV vs SCHM
US Large Cap vs US Mid Cap.
Holdings overlap
84 positions appear in both funds. Buying equal dollars of IVV and SCHM would leave roughly 2.7% 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
Expense ratios are effectively identical (0.030% vs 0.030%).
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 SCHM.
Top shared holdings
84 shared in total| # | Holding | In IVV | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Sandisk Corp. | 0.52% | 4.64% | 0.52% |
| 2 | Coherent Corp. | 0.12% | 1.26% | 0.12% |
| 3 | Ciena Corp. | 0.11% | 1.52% | 0.11% |
| 4 | Lumentum Holdings, Inc. | 0.10% | 1.13% | 0.10% |
| 5 | Flex Ltd. | 0.09% | 1.03% | 0.09% |
| 6 | Steel Dynamics, Inc. | 0.05% | 0.66% | 0.05% |
| 7 | Centene Corp. | 0.05% | 0.52% | 0.05% |
| 8 | Tapestry, Inc. | 0.05% | 0.55% | 0.05% |
| 9 | Casey's General Stores, Inc. | 0.05% | 0.53% | 0.05% |
| 10 | Texas Pacific Land Corp. | 0.04% | 0.42% | 0.04% |
| 11 | Moderna, Inc. | 0.04% | 0.30% | 0.04% |
| 12 | F5, Inc. | 0.04% | 0.40% | 0.04% |
Only in IVV
420 total- NVIDIA Corp. 7.51%
- Apple, Inc. 6.58%
- Microsoft Corp. 4.29%
- Amazon.com, Inc. 3.61%
- Alphabet, Inc. 3.25%
- Broadcom, Inc. 2.77%
- Alphabet, Inc. 2.59%
- Micron Technology, Inc. 2.02%
- Meta Platforms, Inc. 1.92%
- Tesla, Inc. 1.83%
Only in SCHM
412 total- Bloom Energy Corp 1.36%
- Revolution Medicines Inc 0.57%
- Twilio Inc 0.54%
- AST SpaceMobile Inc 0.52%
- TechnipFMC PLC 0.51%
- Curtiss-Wright Corp 0.51%
- nVent Electric PLC 0.50%
- FTAI Aviation Ltd 0.50%
- Sterling Infrastructure Inc 0.49%
- IonQ Inc 0.47%
Related comparisons
More comparisons with IVV
- IVV vs VBR · Vanguard Morningstar Small-Cap Value ETF 2.7%
- IVV vs PEY · Invesco High Yield Equity Dividend Achievers ETF 2.3%
- IVV vs FNDA · Schwab Fundamental U.S. Small Company ETF 2.2%
- IVV vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5%
- IVV vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 1.1%
- IVV vs DON · WisdomTree U.S. MidCap Dividend Fund 1.1%
More comparisons with SCHM
- SCHM vs SPY · State Street SPDR S&P 500 ETF Trust 2.4%
- SCHM vs VUG · Vanguard Morningstar Growth ETF 2.2%
- SCHM vs QQQ · Invesco QQQ Trust 1.7%
- SCHM vs VTV · Vanguard Morningstar Value ETF 0.5%
- SCHM vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 69.6%
- SCHM vs VB · Vanguard Morningstar Small-Cap ETF 57.2%
Percentages are holdings overlap with the named fund.
Open IVV or SCHM 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.