IVV vs SCHG — stock comparison tool

IVV currently yields 1.09% TTM versus SCHG at 0.39%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IVVSCHG
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IVV
SCHG

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IVV Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SCHG Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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No data

Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IVV$772.35
—

iShares Core S&P 500 ETF

SCHG$35.53
—

Schwab U.S. Large-Cap Growth ETF

Dividend Information

Dividend Yield
1.09%
0.39%
Annual Dividend
$8.40
$0.14
Dividend Growth (5yr)
-
-
Years of Growth
4
4
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IVV

504 holdings
Technology38.69%
Information Technology38.28%
Financial Services12.07%
Financials11.63%
Communication9.82%
Health Care9.59%
Communication Services9.50%
Consumer Cyclical9.31%
Healthcare9.28%
Consumer Discretionary8.79%
Industrials7.98%
Other20.06%

Top 10 holdings

NameWeight
NVDANVIDIA7.91%
AAPLAPPLE7.54%
MSFTMICROSOFT5.97%
AMZNAMAZON.COM INC3.88%
GOOGLALPHABET CLASS A3.04%
GOOGALPHABET CLASS C2.44%
AVGOBROADCOM INC2.40%
METAMETA PLATFORMS CLASS A2.34%
TSLATESLA INC1.56%
MUMICRON TECHNOLOGY1.54%
Top 1038.61%

SCHG

189 holdings
Technology54.29%
Communication Services13.65%
Consumer Cyclical10.13%
Industrials6.95%
Healthcare6.57%
Financial Services4.98%
Consumer Defensive1.11%
Basic Materials0.94%
Energy0.67%
Utilities0.40%
Real Estate0.30%
Cash & Others0.01%

Top 10 holdings

NameWeight
NVDANVIDIA12.13%
AAPLAPPLE11.73%
MSFTMICROSOFT9.19%
AMZNAMAZON COM INC5.74%
GOOGLALPHABET CLASS A4.68%
METAMETA PLATFORMS CLASS A4.25%
AVGOBROADCOM INC4.00%
GOOGALPHABET CLASS C3.75%
LLYELI LILLY2.73%
TSLATESLA INC2.71%
Top 1060.90%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

544555
IVVSharedSCHG

Overlap by weight

53%

Share of portfolio weight that appears in both funds.

# overlapping holdings

45

IVV: 45% also in SCHGSCHG: 45% also in IVV

IVV: showing top 99 holdings by weight (of 504) · SCHG: showing top 100 holdings by weight (of 189). Overlap counts use this top slice, not the full fund book.

Sector drift (IVV vs SCHG)

Left = heavier in IVV. Right = heavier in SCHG.

IVV overweight (left)SCHG overweight (right)
45 shown

Overlapping tickers

NVDA
7.9%12.1%7.9%
AAPL
7.5%11.7%7.5%
MSFT
6.0%9.2%6.0%
AMZN
3.9%5.7%3.9%
GOOGL
3.0%4.7%3.0%
GOOG
2.4%3.7%2.4%
AVGO
2.4%4.0%2.4%
META
2.3%4.2%2.3%
TSLA
1.6%2.7%1.6%
MU
1.5%2.7%1.5%

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IVV vs SCHG Dividend Comparison | DRIP Tool | Dividend Wealth