ETF comparison
IUSV vs SCHB
US Value vs US Total Market.
iShares Core S&P U.S. Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
727 positions appear in both funds. Buying equal dollars of IUSV and SCHB would leave roughly 55.4% 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
SCHB is 1 bps cheaper than IUSV. On a $100,000 position that's about $10/yr more in fees for IUSV.
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 IUSV vs SCHB.
Top shared holdings
727 shared in total| # | Holding | In IUSV | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 6.90% | 6.27% | 6.27% |
| 2 | AMAZON.COM INC | 3.56% | 3.42% | 3.42% |
| 3 | TESLA INC | 1.46% | 1.39% | 1.39% |
| 4 | JP MORGAN CHASE & COMPANY | 0.91% | 1.28% | 0.91% |
| 5 | VISA INC | 0.83% | 0.85% | 0.83% |
| 6 | JOHNSON & JOHNSON | 0.81% | 0.86% | 0.81% |
| 7 | WALMART INC | 1.61% | 0.62% | 0.62% |
| 8 | ABBVIE INC | 0.78% | 0.61% | 0.61% |
| 9 | INTEL CORP | 2.14% | 0.60% | 0.60% |
| 10 | CISCO SYSTEMS INC | 0.71% | 0.59% | 0.59% |
| 11 | COSTCO WHOLESALE CORP | 1.35% | 0.56% | 0.56% |
| 12 | BANK OF AMERICA CORP | 1.21% | 0.54% | 0.54% |
Only in IUSV
10 total- EXXONMOBIL HOLDINGS CORP 1.84%
- AVALONBAY COMMUNITIES INC 0.09%
- ELECTRONIC ARTS INC 0.08%
- WEBSTER FINANCIAL CORP 0.04%
- TAYLOR MORRISON HOME CORP 0.02%
- JANUS HENDERSON GROUP PLC 0.02%
- NEWS CORP 0.01%
- FOX CORP 0.01%
- NATIONAL STORAGE AFFILIATES TRUST 0.01%
- HOLOGIC INC 0.00%
Only in SCHB
1,645 total- NVIDIA Corp 7.20%
- Microsoft Corp 5.08%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Meta Platforms Inc 1.69%
- Micron Technology Inc 1.46%
- Berkshire Hathaway Inc 1.24%
- Eli Lilly & Co 1.23%
- Advanced Micro Devices Inc 1.03%
Related comparisons
More comparisons with IUSV
- IUSV vs SPY · State Street SPDR S&P 500 ETF Trust 55.2%
- IUSV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 53.7%
- IUSV vs DFUV · Dimensional US Marketwide Value ETF 49.0%
- IUSV vs DGRO · iShares Core Dividend Growth ETF 47.5%
- IUSV vs MGV · Vanguard Morningstar Mega Cap Value ETF 45.9%
- IUSV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 45.7%
More comparisons with SCHB
- SCHB vs ONEQ · Fidelity Nasdaq Composite Index ETF 55.0%
- SCHB vs SUSA · iShares ESG Optimized MSCI USA ETF 54.5%
- SCHB vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 54.0%
- SCHB vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 53.7%
- SCHB vs DLN · WisdomTree U.S. LargeCap Dividend Fund 53.7%
- SCHB vs IWF · iShares Russell 1000 Growth ETF 52.8%
Percentages are holdings overlap with the named fund.
Open IUSV or SCHB 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.