ETF comparison

IVVvsSCHX

Both US Large Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
91.9%

494 positions appear in both funds. Buying equal dollars of IVV and SCHX would leave roughly91.9%of each dollar exposed to the same underlying securities.

IVV only 8.0%Shared 91.9%SCHX only 8.0%
In IVV only
12 positions
Shared
494 positions
In SCHX only
255 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91composite / 100
Expense ratio
0.030%
Net assets
$883.99B
TTM yield
1.08%
Top-10 conc.
36.4%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91composite / 100
Expense ratio
0.030%
Net assets
$74.17B
TTM yield
1.01%
Top-10 conc.
37.3%

Sub-score comparison

97
Cost
97
88
Tax efficiency
88
100
Liquidity
100
62
Concentration
61
Tracking quality
IVVsub-scoreSCHX

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IVV vs SCHX.

Top shared holdings

494 shared in total
#HoldingIn IVVIn SCHXOverlap
1NVIDIA Corp.7.51%7.50%7.50%
2Apple, Inc.6.58%6.69%6.58%
3Microsoft Corp.4.29%4.88%4.29%
4Amazon.com, Inc.3.61%3.86%3.61%
5Alphabet, Inc.3.25%3.24%3.24%
6Broadcom, Inc.2.77%3.10%2.77%
7Alphabet, Inc.2.59%2.57%2.57%
8Meta Platforms, Inc.1.92%2.02%1.92%
9Tesla, Inc.1.83%1.79%1.79%
10Micron Technology, Inc.2.02%1.60%1.60%
11Eli Lilly & Co.1.47%1.28%1.28%
12Berkshire Hathaway, Inc.1.42%1.27%1.27%

Only in IVV

12 total
  • Sandisk Corp.0.52%
  • BlackRock Funds III0.12%
  • Honeywell International, Inc.0.11%
  • Honeywell Aerospace, Inc.0.11%
  • Lumentum Holdings, Inc.0.10%
  • DuPont de Nemours, Inc.0.03%
  • Fedex Freight Holding Co., Inc.0.03%
  • EchoStar Corp.0.02%
  • Fox Corp.0.01%
  • News Corp.0.01%

Only in SCHX

255 total
  • Honeywell International Inc0.22%
  • Snowflake Inc0.13%
  • Cloudflare Inc0.11%
  • Bloom Energy Corp0.11%
  • Rocket Lab Corp0.10%
  • Strategy Inc0.07%
  • Cheniere Energy Inc0.07%
  • Astera Labs Inc0.07%
  • Ferguson Enterprises Inc0.06%
  • Alnylam Pharmaceuticals Inc0.06%

Open IVV or SCHX 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 methodologyand 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.