ETF comparison

IVV vs SCHX

Both US Large Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
93.7 %

497 positions appear in both funds. Buying equal dollars of IVV and SCHX would leave roughly 93.7% of each dollar exposed to the same underlying securities.

IVV only 6.2% Shared 93.7% SCHX only 6.2%
In IVV only
8 positions
Shared
497 positions
In SCHX only
252 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$888.13B
TTM yield
1.08%
Top-10 conc.
36.4%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$71.64B
TTM yield
1.02%
Top-10 conc.
34.4%

Sub-score comparison

97
Cost
97
88
Tax efficiency
88
100
Liquidity
100
62
Concentration
65
Tracking quality
IVV sub-score SCHX

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

Cost difference

Expense ratios are effectively identical (0.030% vs 0.030%).

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 IVV vs SCHX.

Top shared holdings

497 shared in total
# Holding In IVV In SCHX Overlap
1 NVIDIA Corp. 7.56% 6.91% 6.91%
2 Apple, Inc. 6.65% 6.27% 6.27%
3 Microsoft Corp. 4.91% 4.69% 4.69%
4 Amazon.com, Inc. 3.63% 3.28% 3.28%
5 Alphabet, Inc. 2.99% 2.91% 2.91%
6 Broadcom, Inc. 2.62% 2.42% 2.42%
7 Alphabet, Inc. 2.39% 2.32% 2.32%
8 Meta Platforms, Inc. 2.23% 2.27% 2.23%
9 Tesla, Inc. 1.87% 1.82% 1.82%
10 Berkshire Hathaway, Inc. 1.57% 1.49% 1.49%
11 JPMorgan Chase & Co. 1.42% 1.31% 1.31%
12 Eli Lilly & Co. 1.30% 1.34% 1.30%

Only in IVV

8 total
  • Sandisk Corp. 0.17%
  • BlackRock Funds III 0.16%
  • Lumentum Holdings, Inc. 0.09%
  • Amcor plc 0.03%
  • EchoStar Corp. 0.03%
  • Fox Corp. 0.01%
  • News Corp. 0.01%
  • BlackRock Funds III 0.00%

Only in SCHX

252 total
  • Marvell Technology Inc 0.11%
  • Snowflake Inc 0.09%
  • Cloudflare Inc 0.09%
  • Ferguson Enterprises Inc 0.08%
  • Cheniere Energy Inc 0.08%
  • ROBLOX Corp 0.07%
  • Alnylam Pharmaceuticals Inc 0.07%
  • Strategy Inc 0.06%
  • Bloom Energy Corp 0.05%
  • Amrize Ltd 0.05%

Open IVV or SCHX 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.