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 ($878.19B vs $15.67B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
It's a close call — IVV and SCHV each win on an equal number of metrics. The best choice depends on your priorities.
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
$878.19B
$15.67B
Holdings Count
504
570
Current Price
$763.58
$34.38
Today's Change
-0.49%
-0.54%
Dividend Yield
1.09%
1.82%
Performance Comparison
Period
IVV
SCHV
1M
-0.96%
+1.96%
3M
+2.79%
+0.23%
6M
+6.23%
+7.31%
YTD
+11.23%
+14.85%
1Y
+12.16%
+17.08%
3Y
+81.94%
+65.81%
5Y
+66.92%
+44.37%
Top Holdings
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%SCHV Holdings
BRK-BBERKSHIRE HATHAWAY INC CLASS B
3.35%JPMJPMORGAN CHASE
2.95%XOMEXXONMOBIL HOLDINGS CORP
2.41%JNJJOHNSON & JOHNSON
2.12%WMTWALMART
1.78%ABBVABBVIE
1.66%CVXCHEVRON
1.47%INTCINTEL CORPORATION CORP
1.40%CSCOCISCO SYSTEMS INC
1.36%PGPROCTER & GAMBLE
1.27%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%
SCHV Sectors
Financial Services20.57%
Technology16.54%
Healthcare14.34%
Industrials10.89%
Consumer Defensive9.09%
Energy7.97%
Consumer Cyclical6.32%
Utilities3.98%
Real Estate3.96%
Basic Materials3.33%
Communication Services3.00%
Cash & Others0.02%
Frequently Asked Questions
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