IVV vs SCHD: 8% overlap

iShares Core S&P 500 ETF and Schwab U.S. Dividend Equity ETF share 7.8% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 2 months apart — SCHD as of 2026-05-31, the rest through 2026-07-23. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.9Effective Funds

You would hold two tickers and get the diversification of 1.9. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
7.8%
IVV expense ratio
0.03%
SCHD expense ratio
0.06%

Top shared holdings

IVV and SCHD hold 46 of the same securities. The ten contributing most to the overlap figure:

Holdingin IVVin SCHDΔ
UNH0.6%5.1%4.5%
CVX0.6%3.8%3.3%
PG0.5%3.5%3.0%
HD0.5%3.4%2.9%
MRK0.5%3.9%3.4%
KO0.5%4.0%3.5%
TXN0.4%5.9%5.5%
AMGN0.3%3.5%3.2%
PEP0.3%3.4%3.1%
VZ0.3%3.7%3.4%

Where IVV and SCHD differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorIVVSCHDΔ
Information Technology37.5%12.9%+24.5pp
Consumer Staples4.6%18.4%13.8pp
Energy3.4%14.6%11.2pp
Health Care9.1%18.3%9.2pp
Financials12.3%8.8%+3.5pp
Communication Services9.3%6.0%+3.3pp
Unclassified0.0%2.9%2.9pp
Utilities2.3%0.1%+2.2pp

Δ is IVV minus SCHD, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in IVV
459 positions

92.0% of IVV by weight, held in no part of SCHD.

Only in SCHD
54 positions

7.7% of SCHD by weight, held in no part of IVV.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IVVSCHD
Top 10 holdings36.8%43.6%
Positions held506101
Cost per $10,000 held, per year$3$6

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do IVV and SCHD overlap?

IVV and SCHD overlap 7.8% by portfolio weight — largely distinct portfolios. They share 46 holdings. The figure comes from current issuer holdings files (IVV as of 2026-07-23, SCHD as of 2026-05-31).

How is the overlap between IVV and SCHD calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IVV holds a stock at 6% and SCHD holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both IVV and SCHD?

That depends on your goals — we state facts, not advice. At 7.8% overlap, each fund still contributes meaningfully distinct exposure.

What does IVV own that SCHD doesn't?

IVV holds 506 positions and SCHD holds 101; 459 of IVV's positions don't appear in SCHD at all, and they are 92.0% of IVV by weight.

You probably hold more than two funds

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Related comparisons

Sources: issuer holdings files, IVV as of 2026-07-23, SCHD as of 2026-05-31. Weights are fractions of each fund. Diagnostics, not advice.