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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