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ETF comparison

IVW vs SCHG

Both US Large Cap Growth.

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

Holdings overlap

Weighted by ISIN/CUSIP
66.5 %

73 positions appear in both funds. Buying equal dollars of IVW and SCHG would leave roughly 66.5% of each dollar exposed to the same underlying securities.

IVW unmatched 33.4% Shared 66.5% SCHG unmatched 33.4%

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 IVW only
74 positions
Shared
73 positions
In SCHG only
120 positions

Side by side

IVW

iShares S&P 500 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$78.18B
TTM yield
0.36%
Top-10 conc.
56.4%
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

82
Cost
96
90
Tax efficiency
90
100
Liquidity
100
34
Concentration
33
—
Tracking quality
—
IVW sub-score SCHG

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

Cost difference

SCHG is 14 bps cheaper than IVW. On a $100,000 position that's about $140/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 SCHG.

Top shared holdings

73 shared in total
# Holding In IVW In SCHG Overlap
1 NVIDIA CORP 13.65% 11.01% 11.01%
2 MICROSOFT CORP 7.80% 7.17% 7.17%
3 APPLE INC 5.98% 9.83% 5.98%
4 ALPHABET INC 5.90% 4.75% 4.75%
5 BROADCOM INC 5.04% 4.55% 4.55%
6 ALPHABET INC 4.70% 3.78% 3.78%
7 AMAZON.COM INC 3.48% 5.67% 3.48%
8 META PLATFORMS INC 3.48% 3.45% 3.45%
9 ELI LILLY & COMPANY 2.67% 3.05% 2.67%
10 ADVANCED MICRO DEVICES INC 2.67% 2.93% 2.67%
11 TESLA INC 2.07% 3.91% 2.07%
12 GE VERNOVA INC 0.89% 0.91% 0.89%

Only in IVW

74 total
  • MICRON TECHNOLOGY INC 3.67%
  • BERKSHIRE HATHAWAY INC 2.58%
  • JP MORGAN CHASE & COMPANY 1.68%
  • APPLIED MATERIALS INC 1.62%
  • LAM RESEARCH CORP 1.53%
  • CATERPILLAR INC 1.38%
  • JOHNSON & JOHNSON 1.02%
  • SANDISK CORP 0.95%
  • RTX CORP 0.72%
  • CISCO SYSTEMS INC 0.69%

Only in SCHG

120 total
  • Costco Wholesale Corp 1.48%
  • UnitedHealth Group Inc 1.20%
  • Linde PLC 0.81%
  • Thermo Fisher Scientific Inc 0.65%
  • Walt Disney Co/The 0.63%
  • Salesforce Inc 0.62%
  • Blackrock Inc 0.52%
  • Danaher Corp 0.40%
  • Vertex Pharmaceuticals Inc 0.40%
  • Adobe Inc 0.37%

Percentages are holdings overlap with the named fund.

Open IVW 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.