IVE vs SCHV overlap - what they share and where they differ
IVE and SCHV share 60.6% of their weight across 337 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
IVE and SCHV
60.6%
337 shared positions
IVE
iShares S&P 500 Value ETF
Reported positions cover 100% of the fund, 435 positions · Jun 30, 2026
Top 10: 23.8%·Holdings of IVE
SCHV
Schwab U.S. Large-Cap Value ETF
Reported positions cover 100% of the fund, 552 positions · May 31, 2026
Top 10: 20.3%·Holdings of SCHV
Reported positions cover IVE 100%, SCHV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SCHV vs IVE side by side
IVEiShares S&P 500 Value ETF
435
stock positions reported to the SEC
34.5% of its weight is in 98 names SCHV does not hold
SCHVSchwab U.S. Large-Cap Value ETF
552
stock positions reported to the SEC
28.2% of its weight is in 215 names IVE does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: IVE has 5.5 points more of it.
The figures side by side
| IVE | SCHV | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 435 | 552 |
| Weight of the ten largest | 23.8% | 20.3% |
| Largest position | AAPL 7.3% | MU 3.5% |
| Held alone | 98 positions, 34.5% | 215 positions, 28.2% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IVE | In SCHV | Counted |
|---|---|---|---|
| INTCINTEL CORP | 2.27% | 1.75% | 1.75% |
| WMTWALMART INC | 1.71% | 1.65% | 1.65% |
| BACBANK OF AMERICA CORP | 1.28% | 1.11% | 1.11% |
| PGPROCTER & GAMBLE COMPANY (THE) | 1.18% | 1.08% | 1.08% |
| CVXCHEVRON CORP | 1.07% | 1.11% | 1.07% |
| HDHOME DEPOT INC (THE) | 1.21% | 1.02% | 1.02% |
| MRKMERCK & COMPANY INC | 1.09% | 0.96% | 0.96% |
| TXNTEXAS INSTRUMENTS INC | 0.93% | 0.90% | 0.90% |
| JNJJOHNSON & JOHNSON | 0.86% | 1.76% | 0.86% |
| ABBVABBVIE INC | 0.83% | 1.25% | 0.83% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IVE
Only in SCHV
Questions people ask
Is IVE the same as SCHV?
60.6% of their weight sits in the same 337 holdings. IVE also reports AAPL, AMZN, XOM, which the other does not. SCHV also reports MU, BRK.A, JPMORGAN CHASE & CO, which the other does not.
How is the overlap between IVE and SCHV measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IVE and 100% of SCHV, so the number cannot exceed the smaller coverage.
Which holds more, SCHV or IVE?
IVE reports 435 stock positions and SCHV reports 552. 34.5% of IVE's weight sits in names SCHV does not hold, and 28.2% of SCHV's weight in names IVE does not hold. The ten largest positions are 23.8% of IVE and 20.3% of SCHV.
How do IVE and SCHV differ by sector?
The widest gap is Consumer Cyclical: IVE has 5.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
Other pairs with these funds
IVE against other funds in the table
Add a third fund in the tool·All fund pairs
Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.