IVV vs SCHV — ETF Comparison
iShares Core S&P 500 ETF (IVV) and Schwab U.S. Large-Cap Value ETF (SCHV) differ in expense ratio (0.03% vs 0.04%) and AUM ($892.79B vs $15.33B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
IVV wins on 8 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($892.79B).
Basic Information
Metric
IVV
SCHV
Fund Name
iShares Core S&P 500 ETF
Schwab U.S. Large-Cap Value ETF
Issuer
iShares
Schwab
Inception Date
May 15, 2000
Dec 11, 2009
Expense Ratio
0.03%
0.04%
AUM
$892.79B
$15.33B
Holdings Count
504
570
Current Price
$782.05
$33.95
Today's Change
+0.62%
+0.41%
Dividend Yield
1.08%
1.87%
Performance Comparison
Period
IVV
SCHV
1M
+2.68%
-0.85%
3M
+3.91%
-0.85%
6M
+13.40%
+6.97%
YTD
+13.96%
+13.48%
1Y
+19.17%
+19.22%
3Y
+78.40%
+58.13%
5Y
+79.21%
+48.40%
Top Holdings
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%SCHV Holdings
BRK-BBERKSHIRE HATHAWAY INC CLASS B
3.20%JPMJPMORGAN CHASE
2.96%XOMEXXONMOBIL HOLDINGS CORP
2.33%JNJJOHNSON & JOHNSON
2.08%INTCINTEL CORPORATION CORP
1.79%WMTWALMART
1.65%ABBVABBVIE
1.62%CSCOCISCO SYSTEMS INC
1.52%CVXCHEVRON
1.40%LRCXLAM RESEARCH
1.35%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%
SCHV Sectors
Financial Services19.95%
Technology19.85%
Industrials13.67%
Healthcare12.19%
Consumer Defensive8.21%
Energy6.88%
Consumer Cyclical6.39%
Utilities3.96%
Real Estate3.92%
Basic Materials2.71%
Communication Services2.25%
Cash & Others0.02%
Frequently Asked Questions
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