IUSV vs SCHV: holdings overlap, shared companies and scores
As of October 9, 2026, IUSV and SCHV overlap 67.9% by weight. iShares Core S&P U.S. Value ETF (IUSV): S&P U.S. Value index. Schwab U.S. Large-Cap Value ETF (SCHV): U.S. large-cap value stocks.
Updated October 9, 2026
Where IUSV and SCHV trade against their own history
IUSV trades at 21.7 times earnings, against its own median of 18.3, and is more expensive than 83% of its own 115 monthly readings since 2017.
SCHV trades at 20.1 times earnings, against its own median of 18.3, and is more expensive than 73% of its own 115 monthly readings since 2017.
What moved IUSV and SCHV this week
IUSV rose 1.4% in the week to October 9, 2026. The holdings that moved it most were Amazon.com (+4.3%), Walmart (+6.8%) and Apple (+0.9%); Intel (−12.3%) pushed the other way.
SCHV rose 1.2% in the week to October 9, 2026. The holdings that moved it most were Walmart (+6.8%), Abbvie (+5.2%) and Cisco Systems (+5.5%); Intel (−12.3%) pushed the other way.
What do IUSV and SCHV each hold?
What's inside IUSV: Tech 22%, Magnificent 7 13%.
23% of IUSV is its ten largest holdings.
What's inside SCHV: Tech 17%, Semiconductors 7%.
20% of SCHV is its ten largest holdings.
How much do IUSV and SCHV overlap? 67.9% by weight
As of October 9, 2026, IUSV and SCHV overlap 67.9% by weight.
68% of IUSV is already inside SCHV.
86% of SCHV is already inside IUSV.
IUSV holds 734 companies and SCHV holds 566; 467 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IUSV and SCHV? 5.1 and 5.0 out of 10
As of October 9, 2026, ETF Copilot scores IUSV 5.1 out of 10 and SCHV 5.0 out of 10.
They differ most on Value: IUSV 1.0 and SCHV 2.9.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IUSV | SCHV |
|---|---|---|
| Growth | 4.6 | 2.8 |
| Value | 1.0 | 2.9 |
| Risk | 8.9 | 8.7 |
| Quality | 5.2 | 5.2 |
| Return | 5.8 | 5.9 |
IUSV and SCHV both charge 0.04% a year
As of October 9, 2026, IUSV charges 0.04% a year, yields 1.67% and holds $27.4B in assets across 734 positions.
As of October 9, 2026, SCHV charges 0.04% a year, yields 1.85% and holds $15.3B in assets across 566 positions.
| Measure | IUSV | SCHV |
|---|---|---|
| Expense ratio | 0.04% | 0.04% |
| Dividend yield | 1.67% | 1.85% |
| Assets under management | $27.4B | $15.3B |
| Holdings | 734 | 566 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IUSV vs SCHV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iusv-vs-schv
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