IVV vs SCHA

Both IVV and SCHA are ETFs. IVV has a higher 5-year return than SCHA (13.95% vs 10.37%). IVV and SCHA have the same expense ratio (0.04%). Below is the comparison between IVV and SCHA.

IVV SCHA
Segment Equity: U.S. - Large Cap Equity: U.S. - Small Cap
Issuer BlackRock Charles Schwab
Net Assets $175.29B $6.99B
Expense Ratio 0.04% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 1.88%
Underlying Index S&P 500 Dow Jones U.S. Small Cap Total Stock Market Index
YTD Return 14.61% 12.08%
1-Year Return 17.52% 14.40%
3-Year Return 14.00% 8.53%
5-Year Return 13.95% 10.37%
10-Year Return 14.15% 11.68%

IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 14.61%
1-Month Return 7.53%
3-Month Return 4.84%
1-Year Return 17.52%
3-Year Return 14.00%
5-Year Return 13.95%
10-Year Return 14.15%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (27.91% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.44%
Microsoft Corp MSFT 5.64%
Amazon.com Inc AMZN 4.76%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.75%
Berkshire Hathaway Inc Class B BRK.B 1.47%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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SCHA description

The Fund seeks exposure to small-cap U.S. companies. It seeks investment results that track the performance, before fees and expenses, of the Dow Jones U.S. Small-Cap Total Stock Market Index made up of approximately 1,750 U.S. small cap stocks.

SCHA performance & returns

YTD Return 12.08%
1-Month Return 16.52%
3-Month Return 18.21%
1-Year Return 14.40%
3-Year Return 8.53%
5-Year Return 10.37%
10-Year Return 11.68%
SCHA expense ratio is 0.04%.

SCHA holdings

Top 10 Holdings (3.31% of Total Assets)

Name Symbol % Assets
MyoKardia Inc MYOK 0.44%
NovoCure Ltd NVCR 0.38%
Mirati Therapeutics Inc MRTX 0.35%
Caesars Entertainment Inc CZR 0.33%
10x Genomics Inc Ordinary Shares - Class A TXG 0.33%
Amedisys Inc AMED 0.31%
Sunrun Inc RUN 0.30%
Repligen Corp RGEN 0.30%
Penn National Gaming Inc PENN 0.29%
Floor & Decor Holdings Inc FND 0.28%

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