ETF comparison
IVE vs SCHV
Both US Value.
Holdings overlap
353 positions appear in both funds. Buying equal dollars of IVE and SCHV would leave roughly 67.4% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHV is 14 bps cheaper than IVE. On a $100,000 position that's about $140/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 SCHV.
Top shared holdings
353 shared in total| # | Holding | In IVE | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | Exxon Mobil Corp. | 2.62% | 2.17% | 2.17% |
| 2 | Walmart Inc | 2.02% | 1.89% | 1.89% |
| 3 | The Procter & Gamble Co. | 1.24% | 1.32% | 1.24% |
| 4 | Home Depot Inc. | 1.21% | 1.28% | 1.21% |
| 5 | CHEVRON CORP | 1.44% | 1.19% | 1.19% |
| 6 | Bank of America Corp. | 1.20% | 1.13% | 1.13% |
| 7 | Merck & Co., Inc | 1.11% | 1.04% | 1.04% |
| 8 | JPMorgan Chase & Co. | 0.94% | 2.76% | 0.94% |
| 9 | Johnson & Johnson | 0.89% | 2.02% | 0.89% |
| 10 | Wells Fargo & Co. | 0.91% | 0.86% | 0.86% |
| 11 | Pepsico Inc | 0.79% | 0.78% | 0.78% |
| 12 | AbbVie Inc. | 0.77% | 1.38% | 0.77% |
Only in IVE
86 total- Apple Inc. 6.90%
- Amazon.com, Inc. 3.54%
- Costco Wholesale Corporation 1.64%
- Tesla Inc 1.47%
- UnitedHealth Group Inc. 0.91%
- Linde PLC 0.86%
- Visa Inc 0.85%
- Thermo Fisher Scientific Inc 0.68%
- Salesforce Inc. 0.65%
- Walt Disney Company 0.63%
Only in SCHV
202 total- Berkshire Hathaway Inc 3.12%
- Micron Technology Inc 1.56%
- Caterpillar Inc 1.17%
- Applied Materials Inc 1.00%
- Lam Research Corp 0.99%
- RTX Corp 0.92%
- Amphenol Corp 0.60%
- Welltower Inc 0.48%
- Newmont Corp 0.48%
- Howmet Aerospace Inc 0.36%
Open IVE or SCHV 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.