IVV vs SCHX: 89% overlap

iShares Core S&P 500 ETF and Schwab U.S. Large-Cap ETF share 88.8% 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 — SCHX 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
1.1Effective Funds

You would hold two tickers and get the diversification of 1.1. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
88.8%
IVV expense ratio
0.03%
SCHX expense ratio
0.03%

Top shared holdings

IVV and SCHX hold 464 of the same securities. The ten contributing most to the overlap figure:

Holdingin IVVin SCHXΔ
NVDA7.9%7.5%0.4%
AAPL7.4%6.7%0.7%
MSFT4.4%4.9%0.4%
AMZN3.6%3.9%0.3%
GOOGL2.9%3.2%0.3%
AVGO2.9%3.1%0.2%
GOOG2.4%2.6%0.2%
META2.1%2.0%0.1%
MU1.8%1.6%0.2%
TSLA1.4%1.8%0.4%

Where IVV and SCHX 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.

SectorIVVSCHXΔ
Unclassified0.0%3.4%3.4pp
Financials12.3%10.9%+1.4pp
Health Care9.1%8.1%+1.0pp
Communication Services9.3%10.1%0.8pp
Information Technology37.5%36.8%+0.7pp
Industrials8.9%8.2%+0.7pp
Consumer Discretionary8.7%9.4%0.6pp
Materials1.8%1.4%+0.4pp

Δ is IVV minus SCHX, 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
41 positions

3.7% of IVV by weight, held in no part of SCHX.

Only in SCHX
285 positions

8.0% of SCHX 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

IVVSCHX
Top 10 holdings36.8%37.3%
Positions held506750
Cost per $10,000 held, per year$3$3

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 SCHX overlap?

IVV and SCHX overlap 88.8% by portfolio weight — substantial duplication if you hold both. They share 464 holdings. The figure comes from current issuer holdings files (IVV as of 2026-07-23, SCHX as of 2026-05-31).

How is the overlap between IVV and SCHX 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 SCHX 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 SCHX?

That depends on your goals — we state facts, not advice. At 88.8% overlap, most of what one fund holds, the other holds too. Expense ratios: IVV 0.03% versus SCHX 0.03%.

What does IVV own that SCHX doesn't?

IVV holds 506 positions and SCHX holds 750; 41 of IVV's positions don't appear in SCHX at all, and they are 3.7% of IVV by weight.

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Related comparisons

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