ETF comparison
IVW vs SCHD
US Large Cap Growth vs Dividend.
iShares S&P 500 Growth ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
3 positions appear in both funds. Buying equal dollars of IVW and SCHD would leave roughly 0.8% 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
SCHD is 12 bps cheaper than IVW. On a $100,000 position that's about $120/yr more in fees for IVW.
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 IVW vs SCHD.
Top shared holdings
3 shared in total| # | Holding | In IVW | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | AMGEN INC | 0.37% | 3.47% | 0.37% |
| 2 | COCA-COLA COMPANY (THE) | 0.37% | 3.96% | 0.37% |
| 3 | CINCINNATI FINANCIAL CORP | 0.05% | 0.62% | 0.05% |
Only in IVW
144 total- NVIDIA CORP 13.65%
- MICROSOFT CORP 7.80%
- APPLE INC 5.98%
- ALPHABET INC 5.90%
- BROADCOM INC 5.04%
- ALPHABET INC 4.70%
- MICRON TECHNOLOGY INC 3.67%
- META PLATFORMS INC 3.48%
- AMAZON.COM INC 3.48%
- ELI LILLY & COMPANY 2.67%
Only in SCHD
96 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- PepsiCo Inc 3.44%
- Home Depot Inc/The 3.36%
Related comparisons
More comparisons with IVW
- IVW vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- IVW vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- IVW vs IWM · iShares Russell 2000 ETF 0.0%
- IVW vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 99.9%
- IVW vs IUSG · iShares Core S&P U.S. Growth ETF 94.9%
- IVW vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 94.1%
More comparisons with SCHD
- SCHD vs VUG · Vanguard Morningstar Growth ETF 0.8%
- SCHD vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 0.7%
- SCHD vs VBK · Vanguard Morningstar Small-Cap Growth ETF 0.7%
- SCHD vs IWO · iShares Russell 2000 Growth ETF 0.5%
- SCHD vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 0.5%
- SCHD vs IJT · iShares S&P Small-Cap 600 Growth ETF 0.5%
Percentages are holdings overlap with the named fund.
Open IVW or SCHD 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.