SCHV vs IWV overlap
SCHV and IWV overlap 43.4% by weight, across 546 shared holdings.
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Top shared holdings
| Holding | SCHV | IWV | Overlap |
|---|---|---|---|
| Micron TechMU | 3.54% | 1.79% | 1.79% |
| Berkshire HATH-BBRK/B | 2.82% | 1.28% | 1.28% |
| JPMorgan ChaseJPM | 2.62% | 1.21% | 1.21% |
| Intel Corp.INTC | 1.75% | 0.84% | 0.84% |
| Johnson&JohnsonJNJ | 1.76% | 0.84% | 0.84% |
| Applied MaterialAMAT | 1.16% | 0.79% | 0.79% |
| Exxon Mobil Corp.XOM | 1.97% | 0.78% | 0.78% |
| LAM ResearchLRCX | 1.29% | 0.75% | 0.75% |
| Walmart Inc.WMT | 1.65% | 0.68% | 0.68% |
| Caterpillar Inc.CAT | 1.32% | 0.67% | 0.67% |
| Cisco SystemsCSCO | 1.54% | 0.64% | 0.64% |
| Abbvie Inc.ABBV | 1.25% | 0.61% | 0.61% |
| Bank of AmericaBAC | 1.11% | 0.52% | 0.52% |
| Home Depot Inc.HD | 1.02% | 0.48% | 0.48% |
| Procter & GamblePG | 1.08% | 0.47% | 0.47% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SCHV, SEC Form N-PORT, May 31, 2026; IWV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCHV | IWV |
|---|---|---|
| Financial Engines Advisors L.L.C. | $1.6B | $3.1M |
| Goldman Sachs Group Inc. | $9.0M | $835.8M |
| SCS Capital Management LLC | $461K | $792.5M |
| Morgan Stanley | $96.8M | $492.6M |
| Envestnet Asset Management Inc. | $451.2M | $39.9M |
| BlackRock, Inc. | $2.5M | $428.3M |
| Mariner, LLC | $318.3M | $38.6M |
| Bank of America Corp. | $66.9M | $290.0M |
| Avantax Planning Partners, Inc. | $355.5M | $439K |
| Osaic Holdings, Inc. | $310.3M | $42.2M |
| Mather Group, LLC. | $351.5M | $471K |
| LPL Financial LLC | $127.9M | $198.5M |
| Ameriprise Financial Inc. | $94.2M | $173.0M |
| JPMorgan Chase & Co | $54.5M | $203.1M |
| Savant Capital, LLC | $208.7M | $31.6M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SCHV institutional holders, IWV institutional holders.
Frequently asked questions
How much do SCHV and IWV overlap?
43.4% by weight, with 546 holdings in common, using holdings for SCHV as of May 31, 2026 and IWV as of June 30, 2026. The largest shared position is MU.
Do institutions hold both SCHV and IWV?
383 Form 13F filers report positions in both, out of 1,516 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.