IVW vs SCHG: Yield, Cost and Returns Compared
As of Nov 5, 2026, SCHG yields more: 0.42% (dividend yield) against 0.37% for IVW. SCHG is cheaper to own at 0.04% a year vs 0.18%. Over the same 16 years (Dec 2009 to Oct 2026), SCHG returned 16.1% a year with distributions reinvested, and IVW 15.5%.
| Compared | IVW | SCHG |
|---|---|---|
| YieldDividend yield | 0.37% | 0.42% |
| Expense ratio | 0.18% | 0.04% |
| Total return, 1 yr | +8.2% | +3.2% |
| Total return, 3 yr (a year) | +26.9% | +24.7% |
| Total return, 5 yr (a year) | +11.5% | +11.7% |
| Total return, 10 yr (a year) | +17.4% | +18.4% |
| Worst drop since Dec 2009 | -30.4% | -31.8% |
| Share price since Dec 2009 | +827% | +956% |
| Pays | Quarterly | Quarterly |
| Issuer | iShares | Schwab |
| Assets | $74.7B | $61.7B |
| Started | 2000 | 2009 |
| Type | Large Growth | Large Growth |
Higher yield
SCHG
0.42%
Lower cost
SCHG
0.04%
Better total return
SCHG
16.1%/yr
Smaller worst drop
IVW
-30.4%
Key facts: IVW vs SCHG
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, IVW yields 0.37% (dividend yield) and SCHG yields 0.42% (dividend yield).
- IVW's expense ratio is 0.18% and SCHG's is 0.04%: $18 vs $4 a year on $10,000.
- From Dec 2009 to Oct 2026, $10,000 in IVW grew to $113,468 (15.5% a year) and $10,000 in SCHG to $123,453 (16.1% a year), distributions reinvested.
- Their worst month-end drops over that time: -30.4% for IVW and -31.8% for SCHG.
- 9 of IVW's top ten holdings are also in SCHG's top ten, an overlap of at least 50% of the fund.
Cite this page
SmarterDividends, "IVW vs SCHG: Yield, Cost and Returns Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/ivw-vs-schg
$10,000 in each, Dec 2009 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
IVW became
$113,468
15.5% a year
SCHG became
$123,453
16.1% a year
Year by year
| Year | IVW | SCHG |
|---|---|---|
| 2025 | +22.0% | +17.4% |
| 2024 | +35.8% | +34.9% |
| 2023 | +29.8% | +50.1% |
| 2022 | −29.5% | −31.8% |
| 2021 | +31.8% | +28.1% |
| 2020 | +33.2% | +39.1% |
| 2019 | +30.8% | +35.9% |
| 2018 | −0.2% | −1.3% |
| 2017 | +27.3% | +27.4% |
| 2016 | +6.8% | +8.9% |
| 2015 | +5.4% | +3.4% |
| 2014 | +14.7% | +15.9% |
| 2013 | +32.5% | +34.4% |
| 2012 | +14.3% | +16.5% |
| 2011 | +4.4% | −0.6% |
| 2010 | +14.9% | +16.5% |
Total return each calendar year, distributions reinvested.
Top holdings
9 of the top ten overlap, at least 50% of each fund.
IVW
- NVDA NVIDIA Corp14.2%
- MSFT Microsoft Corp11.1%
- AAPL Apple Inc7.2%
- GOOGL Alphabet Inc Class A4.7%
- AVGO Broadcom Inc4.4%
- META Meta Platforms Inc Class A3.9%
- GOOG Alphabet Inc Class C3.8%
- AMZN Amazon.com Inc3.6%
- LLY Eli Lilly and Co3.3%
- BRK-B Berkshire Hathaway Inc Class B2.9%
SCHG
- AAPL Apple Inc12.1%
- NVDA NVIDIA Corp11.9%
- MSFT Microsoft Corp9.3%
- AMZN Amazon.com Inc5.7%
- AVGO Broadcom Inc4.1%
- GOOGL Alphabet Inc Class A3.9%
- META Meta Platforms Inc Class A3.8%
- GOOG Alphabet Inc Class C3.2%
- LLY Eli Lilly and Co3.2%
- TSLA Tesla Inc3.1%
IVW vs SCHG: questions
Is IVW or SCHG better?
It depends on the job. SCHG pays more today (0.42% vs 0.37%), SCHG costs less, and SCHG has the better total return over Dec 2009 to Oct 2026, with IVW holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, IVW or SCHG?
SCHG, at 0.42% against 0.37% for IVW as of Nov 5, 2026. On $10,000 that's about $42 vs $37 a year at today's rates.
Which has the better total return?
SCHG. From Dec 2009 to Oct 2026, it returned 16.1% a year with distributions reinvested, against 15.5% for IVW. $10,000 became $123,453 vs $113,468.
Which is cheaper, IVW or SCHG?
SCHG, with a 0.04% expense ratio against 0.18%.
Do IVW and SCHG hold the same things?
Partly. 9 of their top ten holdings match (NVDA, MSFT, AAPL, AVGO), at least 50% of each fund. Owning both doubles up on those.
Related comparisons
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. SCHG leads on 5 of 8 measures above. For information only, not investment advice. Last fund data: Nov 5, 2026.