ETF Versus

IVV vs SCHB

iShares Core S&P 500 ETF vs Schwab U.S. Broad Market ETF

Last updated: 2026-04-02

IVV

iShares Core S&P 500 ETF (IVV) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-19
SCHB

Schwab U.S. Broad Market ETF (SCHB) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-11-03

Quick Verdict

Both funds have delivered similar 1-year returns (16.0% vs 16.3%), tracking closely.

Key Metrics

Metric IVV SCHB
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Blend US Total Market

Performance Chart

Indexed to 100 at start (5-year comparison)

80 99 118 137 156 175 2021-04 2022-06 2023-09 2024-12 2026-04
IVV +61.3%
SCHB +53.3%

Performance Comparison

Period IVV SCHB Difference
1 Month -3.70% -3.62% -0.08%
3 Months -4.10% -3.84% -0.26%
6 Months -2.49% -2.43% -0.06%
YTD -4.10% -3.84% -0.26%
1 Year +16.02% +16.27% -0.25%
3 Years +59.51% +58.12% +1.39%
5 Years +61.35% +53.27% +8.08%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IVV Fees SCHB Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IVV SCHB
Annualized Volatility 16.9% 17.3%
Max Drawdown -25.4% -26.2%
Sharpe Ratio 0.39 0.32

Dividend Comparison

Metric IVV SCHB
Annual Dividend (per share) $8.06 $0.30
Dividend Yield 1.22% 1.17%
Distribution Frequency Quarterly Quarterly

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