Which returned more over the last year, IVV or SCHB?

In the year to Oct 28, 2026, with distributions reinvested, IVV returned +13.7% and SCHB +13.4%.

Which is cheaper, IVV or SCHB?

Neither: IVV and SCHB both charge 0.03% a year. Fees come from each fund's prospectus.

How much do IVV and SCHB overlap with the S&P 500?

By their latest filed holdings, 100% of IVV and 88% of SCHB by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IVV vs SCHB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IVV returned +13.7% to SCHB's +13.4%; 83% of their weight is in the same names.

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Net assets: $885.1bn on Oct 27, 2026 for iShares Core S&P 500 ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.

IVV on its own →SCHB on its own →

At a glance

+13.7%

IVV total return, 1 year

+13.4%

SCHB total return, 1 year

0.03%

IVV expense ratio

0.03%

SCHB expense ratio

Pair scorecard

Both cost 0.03% a year; their one-year returns differ by 0.3 points.

Points (pts) are percentage points.

IVV vs SCHB: Differences, Returns & Fees
Measure	IVV	SCHB
Return
Measure	IVV	SCHB
Total return, 1 year	+13.7%	+13.4%
Benchmark
Measure	IVV	SCHB
What it tracks	S&P 500	Dow Jones U.S. Broad Stock Market Index
Cost and size
Measure	IVV	SCHB
Expense ratio	0.03%	0.03%
Net assets, IVV as of Oct 27, 2026 and SCHB as of Aug 31, 2026	$885.1bn	$44.6bn
Holdings
Measure	IVV	SCHB
Holdings in common	83%
Top ten holdings, share of the fund	38.1%	33.7%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

Risk and return

Nov 13, 2009 to Oct 23, 2026 · 884 weekly returns

IVV SCHB

Return

Total return edge IVV (slight) +843.0% +807.9%

Annualized edge Tie +14.1% +13.9%

Price return edge Tie +593.7% +582.0%

Risk

Volatility edge IVV (slight) 16.1% 16.5%

Max drawdown edge IVV (slight) −31.8% −33.3%

Risk-adjusted

Sharpe edge IVV (slight) 0.81 0.78

Sortino edge IVV (slight) 1.17 1.13

Calmar edge IVV (slight) 0.44 0.42

Reading

IVV returned slightly more: +843.0% to +807.9%. IVV swung slightly less: 16.1% to 16.5%. IVV fell slightly less at its worst: −31.8% to −33.3%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IVV vs SCHB: Differences, Returns & Fees
Measure	IVV	SCHB	Edge	How it is measured
Return
Total return	+843.0%	+807.9%	IVV (slight)	Price change plus distributions, reinvested.
Annualized	+14.1%	+13.9%	Tie	Total return as a yearly rate.
Price return	+593.7%	+582.0%	Tie	Price change alone, distributions left out.
Risk
Volatility	16.1%	16.5%	IVV (slight)	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	11.1%	11.4%	IVV (slight)	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−31.8%	−33.3%	IVV (slight)	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.81	0.78	IVV (slight)	Return above Treasury bills per unit of volatility.
Sortino	1.17	1.13	IVV (slight)	Return above Treasury bills per unit of downside deviation.
Calmar	0.44	0.42	IVV (slight)	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 884 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

83%

By the books each fund has filed, IVV and SCHB hold 83% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

83% in common

Positions both hold · largest shared weight first IVV SCHB

NVIDIA 7.92% 7.20%

APPLE 7.61% 6.27%

MICROSOFT 5.93% 5.08%

AMAZON.COM INC 3.73% 3.42%

ALPHABET CLASS A 2.83% 2.68%

BROADCOM INC 2.45% 2.36%

ALPHABET CLASS C 2.26% 2.13%

META PLATFORMS CLASS A 2.05% 1.69%

MICRON TECHNOLOGY 1.57% 1.46%

TESLA INC 1.73% 1.40%

JPMORGAN CHASE & CO 1.34% 1.28%

BERKSHIRE HATHAWAY INC CLASS B 1.52% 1.25%

Only in one fund ↓

Only in IVV

APPLIED MATERIAL INC 0.47%

GE AEROSPACE 0.46%

TEXAS INSTRUMENT 0.42%

MCDONALDS CORP 0.27%

TJX 0.23%

PROLOGIS REIT 0.18%

LOWES COMPANIES INC 0.17%

EQUINIX REIT 0.15%

Only in SCHB

Applied Materials Inc 0.49%

General Electric Co 0.47%

Texas Instruments Inc 0.32%

McDonald's Corp 0.25%

TJX Cos Inc 0.20%

Prologis Inc 0.18%

Lowe's Cos Inc 0.15%

Snowflake Inc 0.15%

Check overlap with more funds →

Side by side

IVV iShares Core S&P 500 ETF SCHB Schwab U.S. Broad Market ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks the S&P 500 Tracks an index of US broad market

Total return, 1 year +13.7% +13.4%

Its benchmark over the same days +13.6% (SPY) not measured

Gap to its benchmark +0.1 pts vs SPY not measured

Expense ratio 0.03% 0.03%

Already in the S&P 500 99.8% 88.0%

Holdings 505 2372

Net assets, IVV as of Oct 27, 2026 and SCHB as of Aug 31, 2026 $885.1bn $44.6bn

IVV and SCHB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-FEF54FB683

IVV and SCHB are built for the same job. How do they differ in cost, holdings and results?

What each follows. IVV follows S&P 500 and SCHB follows Dow Jones U.S. Broad Stock Market Index.
Number of holdings. IVV holds 505 positions and SCHB holds 2372.
Holdings in common (similar). 83% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).

Data as of Oct 28, 2026.

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About each fund

IVV

IVV tracks the S&P 500. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested, against +13.6% for its benchmark, the S&P 500. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 505 positions, with the top ten at 38.1%.

SCHB

SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.

Questions people ask

Which returned more over the last year, IVV or SCHB?: In the year to Oct 28, 2026, with distributions reinvested, IVV returned +13.7% and SCHB +13.4%.
Which is cheaper, IVV or SCHB?: Neither: IVV and SCHB both charge 0.03% a year. Fees come from each fund's prospectus.
How much do IVV and SCHB overlap with the S&P 500?: By their latest filed holdings, 100% of IVV and 88% of SCHB by weight is stocks the S&P 500 already holds.

Other comparisons

IVV vs QUAL IVV vs RDVY IVV vs SPHQ IVV vs MTUM SCHB vs SPY SCHB vs VOO SCHB vs VTI OMFL vs SCHB

Where to next

IVV on its own →SCHB on its own →Hold both: look the portfolio through →Rankings →IVV dividend history →IVV holdings →SCHB dividend history →SCHB holdings →Standards and sources →

Sources and dates

IVV filings on SEC EDGAR ↗

IVV prospectus with the expense ratio (SEC) ↗

iShares page for IVV ↗

SCHB filings on SEC EDGAR ↗

SCHB prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IVV against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/ivv-vs-schb

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.