IVW vs SCHD: how much do they overlap?
iShares S&P 500 Growth ETF (IVW) · Schwab U.S. Dividend Equity ETF (SCHD)
overlap by weight · 5 shared holdings
IVW: 143 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
IVW 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 IVW | in SCHD |
|---|---|---|---|
| AbbVie Inc. | ABBV | 0.61% | 3.53% |
| Cisco Systems, Inc. | CSCO | 0.56% | 3.58% |
| Amgen Inc. | AMGN | 0.44% | 3.93% |
| Coca-Cola Co (The) | KO | 0.43% | 4.03% |
| Cincinnati Financial Corporation | CINF | 0.05% | 0.92% |
FAQ
How much do IVW and SCHD overlap?
IVW and SCHD have a 2.1% overlap by weight, sharing 5 holdings (out of 143 in IVW and 97 in SCHD), based on official issuer holdings as of 2026-03-31.
What does 2.1% overlap mean?
IVW and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVW and SCHD both hold?
The largest shared positions are AbbVie Inc., Cisco Systems, Inc., Amgen Inc., Coca-Cola Co (The), Cincinnati Financial Corporation. The full list of top shared holdings with weights in each fund is shown on this page.