SCHX vs IVV

Both IVV and SCHX are ETFs. IVV and SCHX have the same expense ratio (0.03%). Below is the comparison between IVV and SCHX.

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IVV SCHX
Security Type ETF ETF
Category N/A N/A
Family BlackRock Charles Schwab
Net Assets N/A N/A
Expense Ratio 0.03% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.59% 1.51%
Underlying Index S&P 500 Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return 0.00% 0.00%
1-Year Return 0.00% 0.00%
3-Year Return 0.00% 0.00%
5-Year Return 0.00% 0.00%
10-Year Return 0.00% 0.00%

IVV

IVV description

iShares Trust - iShares Core S&P 500 ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using representative sampling technique. iShares Trust - iShares Core S&P 500 ETF was formed on May 15, 2000 and is domiciled in the United States.

IVV performance & returns

YTD Return 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
IVV expense ratio is 0.03%.

IVV holdings

Top 10 Holdings (26.82% of Total Assets)

Name Symbol % Assets
AAPL AAPL 5.72%
MSFT MSFT 5.28%
AMZN AMZN 3.93%
FB FB 2.10%
GOOGL GOOGL 1.84%
GOOG GOOG 1.77%
BRK.B BRK.B 1.65%
GOOG GOOG 1.55%
TSLA TSLA 1.52%
BRK.B BRK.B 1.45%

IVV pros

The following are IVV strengths from our perspective:

  • IVV 15-year return is 8.14%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • IVV expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

IVV cons

The following are IVV weaknesses from our perspective:

  • IVV net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant IVV comparisons

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SCHX

SCHX description

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.

SCHX performance & returns

YTD Return 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (24.92% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.37%
Microsoft Corp MSFT 5.10%
Amazon.com Inc AMZN 3.69%
Facebook Inc A FB 2.08%
Alphabet Inc A GOOGL 1.84%
Alphabet Inc Class C GOOG 1.78%
Berkshire Hathaway Inc Class B BRK.B 1.32%
Tesla Inc TSLA 1.31%
NVIDIA Corp NVDA 1.25%
JPMorgan Chase & Co JPM 1.18%

SCHX pros

The following are SCHX strengths from our perspective:

  • SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

SCHX cons

The following are SCHX weaknesses from our perspective:

  • SCHX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SCHX comparisons

You may also want to check out the following SCHX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.