IVE vs SCHD: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · Schwab U.S. Dividend Equity ETF (SCHD)
overlap by weight · 41 shared holdings
IVE: 439 holdings (as of 2026-03-31) · SCHD: 97 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.
Low overlap
What this means
IVE and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
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 SCHD |
|---|---|---|---|
| CHEVRON CORP | CVX | 1.44% | 4.31% |
| Home Depot Inc. | HD | 1.21% | 3.72% |
| Merck & Co., Inc | MRK | 1.11% | 4.24% |
| Pepsico Inc | PEP | 0.79% | 4.01% |
| Verizon Communications Inc. | VZ | 0.78% | 4.31% |
| AbbVie Inc. | ABBV | 0.77% | 3.53% |
| Texas Instruments Inc. | TXN | 0.65% | 4.06% |
| Coca-Cola Co (The) | KO | 0.63% | 4.03% |
| ConocoPhillips | COP | 0.6% | 4.32% |
| Cisco Systems, Inc. | CSCO | 0.53% | 3.58% |
FAQ
How much do IVE and SCHD overlap?
IVE and SCHD have a 13.6% overlap by weight, sharing 41 holdings (out of 439 in IVE and 97 in SCHD), based on official issuer holdings as of 2026-03-31.
What does 13.6% overlap mean?
IVE and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVE and SCHD both hold?
The largest shared positions are CHEVRON CORP, Home Depot Inc., Merck & Co., Inc, Pepsico Inc, Verizon Communications Inc.. The full list of top shared holdings with weights in each fund is shown on this page.