ETF Versus

IVV vs SCHG

iShares Core S&P 500 ETF vs Schwab U.S. Large-Cap Growth 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

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-01-04

Quick Verdict

Both funds have delivered similar 1-year returns (16.0% vs 15.5%), tracking closely.

Key Metrics

Metric IVV SCHG
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Blend US Large Cap Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

80 104 128 152 176 200 2021-04 2022-06 2023-09 2024-12 2026-04
IVV +61.3%
SCHG +75.0%

Performance Comparison

Period IVV SCHG Difference
1 Month -3.70% -4.01% +0.31%
3 Months -4.10% -9.51% +5.41%
6 Months -2.49% -9.06% +6.57%
YTD -4.10% -9.51% +5.41%
1 Year +16.02% +15.51% +0.51%
3 Years +59.51% +80.24% -20.73%
5 Years +61.35% +74.98% -13.63%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IVV Fees SCHG 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 SCHG
Annualized Volatility 16.9% 22.3%
Max Drawdown -25.4% -35.0%
Sharpe Ratio 0.39 0.41

Dividend Comparison

Metric IVV SCHG
Annual Dividend (per share) $8.06 $0.13
Dividend Yield 1.22% 0.43%
Distribution Frequency Quarterly Quarterly

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