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 ($892.79B vs $65.01B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
It's a close call — IVV and SCHG each win on an equal number of metrics. The best choice depends on your priorities.
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
$892.79B
$65.01B
Holdings Count
504
189
Current Price
$781.34
$36.59
Today's Change
-0.09%
-0.43%
Dividend Yield
1.08%
0.36%
Performance Comparison
Period
IVV
SCHG
1M
+2.22%
+3.80%
3M
+3.04%
+4.84%
6M
+10.88%
+13.88%
YTD
+13.88%
+11.79%
1Y
+17.29%
+14.20%
3Y
+78.44%
+94.45%
5Y
+75.89%
+84.72%
Top Holdings
10 overlapping holdings in top 10
IVV Holdings
NVDANVIDIA
8.32%AAPLAPPLE
7.41%MSFTMICROSOFT
5.79%AMZNAMAZON.COM INC
3.72%GOOGLALPHABET CLASS A
3.05%AVGOBROADCOM INC
2.56%GOOGALPHABET CLASS C
2.45%METAMETA PLATFORMS CLASS A
2.37%MUMICRON TECHNOLOGY
1.75%TSLATESLA INC
1.58%SCHG Holdings
NVDANVIDIA
12.62%AAPLAPPLE
11.24%MSFTMICROSOFT
8.78%AMZNAMAZON COM INC
5.64%GOOGLALPHABET CLASS A
4.62%AVGOBROADCOM INC
4.24%METAMETA PLATFORMS CLASS A
4.17%GOOGALPHABET CLASS C
3.71%MUMICRON TECHNOLOGY
3.07%TSLATESLA INC
2.77%Sector Allocation
IVV Sectors
Technology38.69%
Financial Services12.07%
Communication Services9.50%
Consumer Cyclical9.31%
Healthcare9.28%
Industrials7.75%
Consumer Defensive4.46%
Energy3.48%
Utilities1.98%
Real Estate1.80%
Basic Materials1.68%
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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