IVE vs SCHB: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Schwab U.S. Broad Market ETF (SCHB)
overlap by weight · 436 shared holdings
IVE: 439 holdings (as of 2026-03-31) · SCHB: 2403 holdings (as of 2026-02-28)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
IVE and SCHB share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in IVE | in SCHB |
|---|---|---|---|
| Apple Inc. | AAPL | 6.9% | 5.87% |
| Amazon.com, Inc. | AMZN | 3.54% | 3.07% |
| Tesla Inc | TSLA | 1.47% | 1.7% |
| Exxon Mobil Corp. | XOM | 2.62% | 0.97% |
| JPMorgan Chase & Co. | JPM | 0.94% | 1.23% |
| Johnson & Johnson | JNJ | 0.89% | 0.9% |
| Walmart Inc | WMT | 2.02% | 0.84% |
| Visa Inc | V | 0.85% | 0.81% |
| Costco Wholesale Corporation | COST | 1.64% | 0.67% |
| AbbVie Inc. | ABBV | 0.77% | 0.62% |
FAQ
How much do IVE and SCHB overlap?
IVE and SCHB have a 55.1% overlap by weight, sharing 436 holdings (out of 439 in IVE and 2403 in SCHB), based on official issuer holdings as of 2026-03-31.
What does 55.1% overlap mean?
IVE and SCHB share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do IVE and SCHB both hold?
The largest shared positions are Apple Inc., Amazon.com, Inc., Tesla Inc, Exxon Mobil Corp., JPMorgan Chase & Co.. The full list of top shared holdings with weights in each fund is shown on this page.