Home > Compare > IVV vs SCHD Holdings as of September 30, 2025 (IVV) and May 31, 2026 (SCHD)

IVV vs SCHD: Portfolio Overlap

iShares Core S&P 500 ETF vs Schwab U.S. Dividend Equity ETF

8.2%

Weighted portfolio overlap

Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

IVV

503 equity holdings
as of September 30, 2025

SCHD

99 equity holdings
as of May 31, 2026

45 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 45 shared, by overlap contribution

#	Stock	IVV	SCHD	Overlap%
1	HD	0.71%	3.37%	0.71%
2	PG	0.63%	3.55%	0.63%
3	UNH	0.55%	5.10%	0.55%
4	CVX	0.52%	3.84%	0.52%
5	KO	0.45%	3.96%	0.45%
6	ABT	0.41%	2.97%	0.41%
7	MRK	0.37%	3.87%	0.37%
8	PEP	0.34%	3.45%	0.34%
9	VZ	0.32%	3.66%	0.32%
10	QCOM	0.31%	6.75%	0.31%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in IVV — iShares Core S&P 500 ETF

Stock	Weight
NVDA	7.98%
MSFT	6.75%
AAPL	6.62%
AMZN	3.74%
META	2.79%

Only in SCHD — Schwab U.S. Dividend Equity ETF

Stock	Weight
ARES	0.67%
EWBC	0.43%
WSO	0.32%
FNF	0.30%
DINO	0.28%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between IVV and SCHD?

IVV (iShares Core S&P 500 ETF) and SCHD (Schwab U.S. Dividend Equity ETF) share 8.2% portfolio overlap as of IVV's September 30, 2025 filing and SCHD's May 31, 2026 filing, across 45 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IVV and SCHD invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both IVV and SCHD?

The most prominent shared holdings (by combined weight) are: HD, PG, UNH. See the full common-holdings table on this page for weights in each fund.

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