IVE vs SCHV: holdings overlap, shared companies and scores
As of October 9, 2026, IVE and SCHV overlap 68.3% by weight. iShares S&P 500 Value ETF (IVE): S&P 500 Value index. Schwab U.S. Large-Cap Value ETF (SCHV): U.S. large-cap value stocks.
Updated October 9, 2026
Where IVE and SCHV trade against their own history
IVE trades at 22.2 times earnings, against its own median of 18.5, and is more expensive than 84% 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 IVE and SCHV this week
IVE rose 1.5% 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 IVE and SCHV each hold?
What's inside IVE: Tech 22%, Magnificent 7 14%.
25% of IVE is its ten largest holdings.
What's inside SCHV: Tech 17%, Semiconductors 7%.
20% of SCHV is its ten largest holdings.
How much do IVE and SCHV overlap? 68.3% by weight
As of October 9, 2026, IVE and SCHV overlap 68.3% by weight.
69% of IVE is already inside SCHV.
82% of SCHV is already inside IVE.
IVE holds 438 companies and SCHV holds 566; 357 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 IVE and SCHV? 5.2 and 5.0 out of 10
As of October 9, 2026, ETF Copilot scores IVE 5.2 out of 10 and SCHV 5.0 out of 10.
They differ most on Growth: IVE 4.8 and SCHV 2.8.
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 | IVE | SCHV |
|---|---|---|
| Growth | 4.8 | 2.8 |
| Value | 0.9 | 2.9 |
| Risk | 9.0 | 8.7 |
| Quality | 5.6 | 5.2 |
| Return | 5.8 | 5.9 |
SCHV is the cheaper of the two at 0.04% a year
As of October 9, 2026, IVE charges 0.18% a year, yields 1.55% and holds $48.8B in assets across 438 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 | IVE | SCHV |
|---|---|---|
| Expense ratio | 0.18% | 0.04% |
| Dividend yield | 1.55% | 1.85% |
| Assets under management | $48.8B | $15.3B |
| Holdings | 438 | 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, “IVE vs SCHV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/ive-vs-schv
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