IVV vs SCHX

Both IVV and SCHX are ETFs. IVV has a lower 5-year return than SCHX (13.43% vs 13.76%). IVV has a higher expense ratio than SCHX (0.04% vs 0.03%). Below is the comparison between IVV and SCHX.

IVV SCHX
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Issuer BlackRock Charles Schwab
Net Assets $175.29B $17.52B
Expense Ratio 0.04% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.34% 2.10%
Underlying Index S&P 500 Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return 11.99% 13.81%
1-Year Return 16.57% 18.30%
3-Year Return 13.41% 13.94%
5-Year Return 13.43% 13.76%
10-Year Return 13.75% 13.84%

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 11.99%
1-Month Return 3.50%
3-Month Return 5.48%
1-Year Return 16.57%
3-Year Return 13.41%
5-Year Return 13.43%
10-Year Return 13.75%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (26.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.01%
Apple Inc AAPL 5.79%
Amazon.com Inc AMZN 4.50%
Facebook Inc A FB 2.13%
Alphabet Inc A GOOGL 1.66%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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SCHX description

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

SCHX performance & returns

YTD Return 13.81%
1-Month Return 3.79%
3-Month Return 6.32%
1-Year Return 18.30%
3-Year Return 13.94%
5-Year Return 13.76%
10-Year Return 13.84%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (25.22% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.02%
Microsoft Corp MSFT 5.15%
Amazon.com Inc AMZN 4.34%
Facebook Inc A FB 2.04%
Alphabet Inc A GOOGL 1.42%
Alphabet Inc Class C GOOG 1.40%
Berkshire Hathaway Inc Class B BRK.B 1.37%
Johnson & Johnson JNJ 1.27%
Procter & Gamble Co PG 1.12%
Visa Inc Class A V 1.09%

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