IVV vs SCHZ: Holdings Overlap
iShares · 503 holdings · $901.0B · as of 2026-03-31
SCHZSchwab U.S. Aggregate Bond ETF
Schwab · 12081 holdings · $10.5B · as of 2026-03-31
How similar are IVV and SCHZ?
iShares Core S&P 500 ETF (IVV, by iShares) holds 503 positions; Schwab U.S. Aggregate Bond ETF (SCHZ, by Schwab) holds 12081. They have 0 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 0IVV holds 503 · SCHZ holds 12081
- Weight in Shared Holdings
- IVV 0%·SCHZ 0%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 IVV
503 of 503 positions (99.8% of the fund) are not held by SCHZ. Showing the top 30 by weight.
Only in SCHZ
12081 of 12081 positions (98.6% of the fund) are not held by IVV. Showing the top 30 by weight.
- U.S. Treasury Notes0.44%
- U.S. Treasury Notes0.39%
- U.S. Treasury Notes0.38%
- U.S. Treasury Notes0.38%
- U.S. Treasury Notes0.38%
- U.S. Treasury Notes0.38%
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IVV | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.05% |
| SCHZ | -0.2% | +0.1% | +2.5% | +4.2% | -0.2% | +1.4% | 4.20% |
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 IVV vs SCHZ →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do IVV and SCHZ overlap?
IVV and SCHZ overlap by 0.0% of portfolio weight. They share 0 holdings (IVV holds 503 positions and SCHZ holds 12081), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVV and SCHZ?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What does IVV own that SCHZ doesn't?
503 positions (99.8% of IVV) are unique to IVV, led by NVDA, AAPL and MSFT. In the other direction, 12081 positions (98.6% of SCHZ) are unique to SCHZ.