Is IVV or SCHX better?

Based on our analysis, IVV wins on 9 out of 9 metrics compared. However, the best ETF depends on your specific investment goals, time horizon, and risk tolerance.

What is the difference between IVV and SCHX?

IVV (iShares Core S&P 500 ETF) and SCHX (Schwab U.S. Large-Cap ETF) differ in expense ratio (0.03% vs 0.03%) and AUM ($890.00B vs $74.73B). See the full comparison above for performance, holdings, and sector differences.

Which is cheaper, IVV or SCHX?

SCHX has the lower expense ratio at 0.03%, compared to 0.03% for IVV.

Compare/IVV vs SCHX

IVV vs SCHX — ETF Comparison

iShares Core S&P 500 ETF (IVV) and Schwab U.S. Large-Cap ETF (SCHX) differ in expense ratio (0.03% vs 0.03%) and AUM ($890.00B vs $74.73B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

IVV wins on 9 out of 9 metrics. IVV has higher AUM ($890.00B).

Basic Information

Metric

IVV

SCHX

Fund Name

iShares Core S&P 500 ETF

Schwab U.S. Large-Cap ETF

Issuer

iShares

Schwab

Inception Date

May 15, 2000

Nov 3, 2009

Expense Ratio

0.03%

AUM

$890.00B

$74.73B

Holdings Count

505

755

Current Price

$765.44

$29.96

Today's Change

-1.46%

-1.51%

Dividend Yield

1.09%

1.04%

Performance Comparison

Period

IVV

SCHX

-0.49%

-0.69%

+3.35%

+2.98%

+6.81%

+6.60%

YTD

+11.84%

+11.35%

+13.70%

+12.98%

+80.33%

+80.07%

+67.83%

+63.00%

Top Holdings

10 overlapping holdings in top 10

IVV Holdings

NVDANVIDIA

7.86%

AAPLAPPLE

7.47%

MSFTMICROSOFT

5.99%

AMZNAMAZON.COM INC

3.74%

GOOGLALPHABET CLASS A

3.07%

GOOGALPHABET CLASS C

2.45%

AVGOBROADCOM INC

2.45%

METAMETA PLATFORMS CLASS A

2.43%

MUMICRON TECHNOLOGY

1.57%

TSLATESLA INC

1.53%

SCHX Holdings

NVDANVIDIA

7.45%

AAPLAPPLE

7.07%

MSFTMICROSOFT

5.68%

AMZNAMAZON COM INC

3.55%

GOOGLALPHABET CLASS A

2.90%

GOOGALPHABET CLASS C

2.32%

AVGOBROADCOM INC

2.32%

METAMETA PLATFORMS CLASS A

2.30%

MUMICRON TECHNOLOGY

1.49%

TSLATESLA INC

1.45%

Sector Allocation

IVV Sectors

Information Technology39.61%

Financials11.39%

Communication9.75%

Health Care9.09%

Consumer Discretionary8.68%

Industrials7.98%

Consumer Staples4.53%

Energy3.54%

Utilities1.92%

Real Estate1.66%

Materials1.61%

Cash and/or Derivatives0.23%

SCHX Sectors

Technology39.88%

Financial Services11.38%

Communication Services9.30%

Healthcare9.20%

Consumer Cyclical8.56%

Industrials8.10%

Consumer Defensive4.32%

Energy3.64%

Basic Materials1.92%

Utilities1.88%

Real Estate1.80%

Cash & Others0.02%

Frequently Asked Questions

More Comparisons

More IVV Comparisons

IVV vs VOO ITOT vs IVV IVV vs VTI

More SCHX Comparisons

SCHX vs VOO SCHB vs SCHX

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