Compare/IVV vs SCHG

IVV vs SCHG — ETF Comparison

iShares Core S&P 500 ETF (IVV) and Schwab U.S. Large-Cap Growth ETF (SCHG) differ in expense ratio (0.03% vs 0.04%) and AUM ($878.19B vs $62.72B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

IVV wins on 7 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($878.19B).

Basic Information

Metric
IVV
SCHG
Fund Name
iShares Core S&P 500 ETF
Schwab U.S. Large-Cap Growth ETF
Issuer
iShares
Schwab
Inception Date
May 15, 2000
Dec 11, 2009
Expense Ratio
0.03%
0.04%
AUM
$878.19B
$62.72B
Holdings Count
504
189
Current Price
$763.58
$34.81
Today's Change
-0.49%
-0.36%
Dividend Yield
1.09%
0.37%

Performance Comparison

Period
IVV
SCHG
1M
-0.96%
-3.44%
3M
+2.79%
+3.69%
6M
+6.23%
+5.48%
YTD
+11.23%
+6.39%
1Y
+12.16%
+6.52%
3Y
+81.94%
+98.74%
5Y
+66.92%
+75.78%

Top Holdings

10 overlapping holdings in top 10

IVV Holdings
NVDANVIDIA
7.76%
AAPLAPPLE
7.68%
MSFTMICROSOFT
5.85%
AMZNAMAZON.COM INC
3.71%
GOOGLALPHABET CLASS A
2.88%
AVGOBROADCOM INC
2.32%
GOOGALPHABET CLASS C
2.30%
METAMETA PLATFORMS CLASS A
2.16%
TSLATESLA INC
1.60%
LLYELI LILLY
1.58%
SCHG Holdings
NVDANVIDIA
12.11%
AAPLAPPLE
11.98%
MSFTMICROSOFT
9.12%
AMZNAMAZON COM INC
5.79%
GOOGLALPHABET CLASS A
4.48%
AVGOBROADCOM INC
3.96%
METAMETA PLATFORMS CLASS A
3.91%
GOOGALPHABET CLASS C
3.59%
TSLATESLA INC
2.89%
LLYELI LILLY
2.86%

Sector Allocation

IVV Sectors
Information Technology37.47%
Financials12.05%
Health Care9.92%
Communication9.20%
Consumer Discretionary8.94%
Industrials8.01%
Consumer Staples4.94%
Energy3.72%
Utilities2.03%
Real Estate1.75%
Materials1.70%
Cash and/or Derivatives0.26%
SCHG Sectors
Technology54.29%
Communication Services13.65%
Consumer Cyclical10.13%
Industrials6.95%
Healthcare6.57%
Financial Services4.98%
Consumer Defensive1.11%
Basic Materials0.94%
Energy0.67%
Utilities0.40%
Real Estate0.30%
Cash & Others0.01%

Frequently Asked Questions

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