ETF comparison
IVE vs SCHB
US Value vs US Total Market.
Holdings overlap
432 positions appear in both funds. Buying equal dollars of IVE and SCHB would leave roughly 52.7% 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
SCHB is 15 bps cheaper than IVE. On a $100,000 position that's about $150/yr more in fees for IVE.
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 IVE vs SCHB.
Top shared holdings
432 shared in total| # | Holding | In IVE | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.32% | 6.27% | 6.27% |
| 2 | AMAZON.COM INC | 3.78% | 3.42% | 3.42% |
| 3 | TESLA INC | 1.55% | 1.39% | 1.39% |
| 4 | JP MORGAN CHASE & COMPANY | 0.97% | 1.28% | 0.97% |
| 5 | JOHNSON & JOHNSON | 0.86% | 0.86% | 0.86% |
| 6 | VISA INC | 0.88% | 0.85% | 0.85% |
| 7 | WALMART INC | 1.71% | 0.62% | 0.62% |
| 8 | ABBVIE INC | 0.83% | 0.61% | 0.61% |
| 9 | INTEL CORP | 2.27% | 0.60% | 0.60% |
| 10 | CISCO SYSTEMS INC | 0.75% | 0.59% | 0.59% |
| 11 | COSTCO WHOLESALE CORP | 1.43% | 0.56% | 0.56% |
| 12 | BANK OF AMERICA CORP | 1.28% | 0.54% | 0.54% |
Only in IVE
6 total- EXXONMOBIL HOLDINGS CORP 1.95%
- AVALONBAY COMMUNITIES INC 0.09%
- ELECTRONIC ARTS INC 0.08%
- NEWS CORP 0.01%
- FOX CORP 0.01%
- HOLOGIC INC 0.00%
Only in SCHB
1,940 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 IVE
- IVE vs VTI · Vanguard Morningstar Total Stock Market ETF 52.6%
- IVE vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 52.6%
- IVE vs MGV · Vanguard Morningstar Mega Cap Value ETF 48.5%
- IVE vs DGRO · iShares Core Dividend Growth ETF 47.6%
- IVE vs DFUV · Dimensional US Marketwide Value ETF 47.1%
- IVE vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 46.6%
More comparisons with SCHB
- SCHB vs VUG · Vanguard Morningstar Growth ETF 52.2%
- SCHB vs SCHG · Schwab U.S. Large-Cap Growth ETF 50.8%
- SCHB vs FBCG · Fidelity Blue Chip Growth ETF 48.9%
- SCHB vs DSI · iShares ESG MSCI KLD 400 ETF 48.9%
- SCHB vs QQQM · Invesco NASDAQ 100 ETF 48.5%
- SCHB vs IWY · iShares Russell Top 200 Growth ETF 48.2%
Percentages are holdings overlap with the named fund.
Open IVE 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.