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ETF comparison

IVW vs SCHB

US Large Cap Growth vs US Total Market.

iShares S&P 500 Growth ETF · Schwab U.S. Broad Market ETF

Holdings overlap

Weighted by ISIN/CUSIP
59.2 %

145 positions appear in both funds. Buying equal dollars of IVW and SCHB would leave roughly 59.2% of each dollar exposed to the same underlying securities.

IVW unmatched 40.7% Shared 59.2% SCHB unmatched 40.6%

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
2 positions
Shared
145 positions
In SCHB only
2,227 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
$74.73B
TTM yield
0.37%
Top-10 conc.
56.4%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.23B
TTM yield
1.06%
Top-10 conc.
33.7%

Sub-score comparison

82
Cost
97
90
Tax efficiency
88
100
Liquidity
100
34
Concentration
66
—
Tracking quality
—
IVW sub-score SCHB

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

Cost difference

SCHB is 15 bps cheaper than IVW. On a $100,000 position that's about $150/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 SCHB.

Top shared holdings

145 shared in total
# Holding In IVW In SCHB Overlap
1 NVIDIA CORP 13.65% 7.20% 7.20%
2 APPLE INC 5.98% 6.27% 5.98%
3 MICROSOFT CORP 7.80% 5.08% 5.08%
4 AMAZON.COM INC 3.48% 3.42% 3.42%
5 ALPHABET INC 5.90% 2.68% 2.68%
6 BROADCOM INC 5.04% 2.36% 2.36%
7 ALPHABET INC 4.70% 2.13% 2.13%
8 META PLATFORMS INC 3.48% 1.69% 1.69%
9 MICRON TECHNOLOGY INC 3.67% 1.46% 1.46%
10 TESLA INC 2.07% 1.39% 1.39%
11 JP MORGAN CHASE & COMPANY 1.68% 1.28% 1.28%
12 BERKSHIRE HATHAWAY INC 2.58% 1.24% 1.24%

Only in IVW

2 total
  • ELECTRONIC ARTS INC 0.06%
  • FOX CORP 0.01%

Only in SCHB

2,227 total
  • ExxonMobil Holdings Corp 0.90%
  • Walmart Inc 0.62%
  • Intel Corp 0.60%
  • Costco Wholesale Corp 0.56%
  • Bank of America Corp 0.54%
  • Chevron Corp 0.52%
  • Merck & Co Inc 0.49%
  • UnitedHealth Group Inc 0.48%
  • Procter & Gamble Co/The 0.46%
  • Home Depot Inc/The 0.44%

Percentages are holdings overlap with the named fund.

Open IVW 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.