IVW vs SCHG: Differences, Returns & Fees
IVW and SCHG hold 65% of their weight in the same names, and IVW returned +15.7% over the year. Net assets: $77.4bn on Oct 20, 2026 for iShares S&P 500 Growth ETF, and $61.1bn on May 31, 2026 for Schwab U.S. Large-Cap Growth ETF.
SCHG costs 0.14 points a year less; their one-year returns differ by 5.3 points; IVW is 1.5 times larger.
| IVW | SCHG | |
|---|---|---|
| Expense ratio | 0.18% | 0.04% |
| Net assets, as of Feb 28, 2025 | $56.1bn | $37.8bn |
| Total return, 1 year | +15.7% | +10.4% |
| What it tracks | S&P 500 Growth Index | Dow Jones U.S. Large-Cap Growth Total Stock Market Index |
| Holdings in common | 65% | |
| Top ten holdings, share of the fund | 60.2% | 57.2% |
| Below its high | 4.2%, high on Oct 6, 2026 | 3.8%, high on Oct 6, 2026 |
Holdings in common uses holdings dated May 31, 2026 and Oct 19, 2026.
No client brief for this pair: the two funds' holdings are dated 141 days apart.
What they hold in common
By the books each fund has filed, IVW and SCHG hold 65% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.
half
65% in common
On the same fields
IVW and SCHG on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IVW
IVW tracks an index. Over the year to Oct 20, 2026 it returned +15.7% with distributions reinvested, against +15.8% for its benchmark, the S&P 500 Growth Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 19, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 153 positions, with the top ten at 60.2%. It sat 4.2% below its high of Oct 6, 2026 on Oct 20, 2026.
About SCHG
SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 20, 2026 it returned +10.4% with distributions reinvested, against +15.8% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 193 positions, with the top ten at 57.2%. It sat 3.8% below its high of Oct 6, 2026 on Oct 20, 2026.
Questions people ask
- Which returned more over the last year, IVW or SCHG?
- In the year to Oct 20, 2026, with distributions reinvested, IVW returned +15.7% and SCHG +10.4%.
- Which is cheaper, IVW or SCHG?
- SCHG is cheaper, by 0.14 percentage points a year. That is about $14 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.
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ETFIQ, IVW against SCHG, data as of Oct 20, 2026. https://etfiq.com/compare/any/ivw-vs-schg
ETFIQ. (Oct 20, 2026). IVW against SCHG. Retrieved from https://etfiq.com/compare/any/ivw-vs-schg
[IVW against SCHG (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/ivw-vs-schg)
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