IUSG vs SCHG: Holdings Overlap
IUSGiShares Core S&P U.S. Growth ETF
iShares · 385 holdings · $33.6B · as of 2026-03-31
SCHGSchwab U.S. Large-Cap Growth ETF
Schwab · 193 holdings · $62.4B · as of 2026-05-31
Holdings snapshots are 61 days apart (IUSG: 2026-03-31, SCHG: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IUSG and SCHG?
iShares Core S&P U.S. Growth ETF (IUSG, by iShares) holds 385 positions; Schwab U.S. Large-Cap Growth ETF (SCHG, by Schwab) holds 193. They have 101 holdings in common, and by portfolio weight the two funds are 65.7% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 65.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 101IUSG holds 385 · SCHG holds 193
- Weight in Shared Holdings
- IUSG 73%·SCHG 84%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IUSG
284 of 385 positions (27.2% of the fund) are not held by SCHG. Showing the top 30 by weight.
Sector Breakdown
| Sector | IUSG | SCHG |
|---|---|---|
| Information Technology | 46.0% | 45.9% |
| Communication Services | 16.0% | 15.3% |
| Consumer Discretionary | 9.4% | 12.3% |
| Financials | 9.6% | 6.8% |
| Health Care | 7.2% | 8.4% |
| Other Sectors | 11.5% | 11.2% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IUSG | +4.3% | +15.9% | +25.6% | +26.2% | +13.9% | +17.5% | 0.48% |
| SCHG | +4.3% | +9.9% | +19.1% | +24.1% | +14.0% | +18.6% | 0.37% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IUSG vs SCHG →
Shared Holdings(101)
The top 10 shared positions account for 74% of the overlap, led by NVDA, MSFT and AAPL.
 NVDANVIDIA Corp. COM | 13.84% | 11.01% | 11.01% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 8.97% | 7.17% | 7.17% |
 AAPLApple Inc. COM | 6.08% | 9.83% | 6.08% |
 GOOGLAlphabet Inc. CAP STK CL A | 5.47% | 4.75% | 4.75% |
 AVGOBroadcom Inc COM | 4.79% | 4.55% | 4.55% |
 GOOGAlphabet Inc. CAP STK CL C | 4.38% | 3.78% | 3.78% |
 AMZNAmazon.com, Inc. COM | 3.52% | 5.67% | 3.52% |
 METAMeta Platforms Inc CL A | 4.09% | 3.45% | 3.45% |
 LLYEli Lilly & Co. COM | 2.38% | 3.05% | 2.38% |
 TSLATesla Inc COM | 2.12% | 3.91% | 2.12% |
 NFLXNetflix, Inc. COM | 1.33% | 1.27% | 1.27% |
 PLTRPalantir Technologies Inc CL A | 1.09% | 1.25% | 1.09% |
 AMDAdvanced Micro Devices Inc. COM | 1.08% | 2.93% | 1.08% |
 VVisa Inc COM CL A | 0.91% | 1.92% | 0.91% |
 MAMasterCard Incorporated CL A | 0.89% | 1.40% | 0.89% |
 GEVGE Vernova Inc. COM | 0.77% | 0.91% | 0.77% |
 KLACKLA Corp. COM NEW | 0.63% | 0.88% | 0.63% |
 ISRGIntuitive Surgical Inc. COM NEW | 0.53% | 0.53% | 0.53% |
 GEGE Aerospace COM NEW | 0.51% | 1.18% | 0.51% |
 UBERUber Technologies Inc COM | 0.48% | 0.51% | 0.48% |
 BKNGBooking Holdings Inc COM | 0.44% | 0.47% | 0.44% |
 ANETArista Networks Inc COM SHS | 0.41% | 0.57% | 0.41% |
 APPApplovin Corp. COM CL A | 0.35% | 0.58% | 0.35% |
 CRWDCrowdstrike Holdings Inc CL A | 0.32% | 0.64% | 0.32% |
 VRTVertiv Holdings Co COM CL A | 0.31% | 0.42% | 0.31% |
Frequently Asked Questions
How much do IUSG and SCHG overlap?
IUSG and SCHG overlap by 65.7% of portfolio weight. They share 101 holdings (IUSG holds 385 positions and SCHG holds 193), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IUSG and SCHG?
The two portfolios are 65.7% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of IUSG and SCHG?
The largest positions held by both funds are NVDA, MSFT, AAPL, GOOGL and AVGO. Together the top 10 shared positions account for 74% of the total overlap.
What does IUSG own that SCHG doesn't?
284 positions (27.2% of IUSG) are unique to IUSG, led by BRK-B, JPM and MU. In the other direction, 92 positions (15.5% of SCHG) are unique to SCHG.