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SCHX vs IVV

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

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

  • IVV is significantly larger than SCHX — larger funds tend to be more liquid and less likely to close.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHXIVV
Annual cost (TER)0.03%0.03%
Fund size (AUM)$68.2B$797.5B
Since20092000
Dividend yield1.06%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+29.5%
CAGR 3Y+23.2%+23.2%
CAGR 5Y+13.4%+14.0%
Sharpe 3Y1.231.25
Volatility 1Y12.16%11.96%
Max drawdown-34.33%-33.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHX and IVV