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 ($892.79B vs $74.86B). 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 ($892.79B).
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%
0.03%
AUM
$892.79B
$74.86B
Holdings Count
504
754
Current Price
$782.05
$30.65
Today's Change
+0.62%
+0.62%
Dividend Yield
1.08%
1.04%
Performance Comparison
Period
IVV
SCHX
1M
+2.68%
+2.61%
3M
+3.91%
+3.76%
6M
+13.40%
+13.31%
YTD
+13.96%
+13.61%
1Y
+19.17%
+18.53%
3Y
+78.40%
+78.00%
5Y
+79.21%
+74.57%
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%SCHX Holdings
NVDANVIDIA
7.87%AAPLAPPLE
7.01%MSFTMICROSOFT
5.47%AMZNAMAZON COM INC
3.52%GOOGLALPHABET CLASS A
2.88%AVGOBROADCOM INC
2.42%GOOGALPHABET CLASS C
2.31%METAMETA PLATFORMS CLASS A
2.24%MUMICRON TECHNOLOGY
1.65%TSLATESLA INC
1.49%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%
SCHX Sectors
Technology40.18%
Financial Services11.29%
Communication Services9.33%
Healthcare9.22%
Consumer Cyclical8.43%
Industrials8.22%
Consumer Defensive4.20%
Energy3.54%
Basic Materials1.91%
Utilities1.84%
Real Estate1.82%
Cash & Others0.02%
Frequently Asked Questions
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