ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
iShares is one of the largest ETF providers globally, known for offering a broad, diversified lineup of exchange-traded funds across multiple asset classes and investment strategies. The company operates 215 funds spanning 15 distinct families, including popular offerings in dividend income, covered call strategies, bonds, equities, ESG-focused investments, and factor-based approaches, with widely-held tickers like AGG (bond), ACWI (global equity), and AOA (allocation). iShares is characterized by its comprehensive fund ecosystem that serves both core portfolio holdings and specialized investment strategies, making it a prominent player for investors seeking both traditional and alternative income-generating ETF solutions.
See our curated list of related YouTube videos on IVV.
ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
Schwab is known for offering low-cost, broad-based ETFs that serve both core portfolio holdings and specialized investment strategies. Their 33-fund lineup spans multiple asset classes including bonds, equities, international markets, digital assets, and factor-based strategies, with a notable emphasis on dividend-focused funds like SCHD alongside core index options. The issuer emphasizes accessibility for individual investors through competitive expense ratios and a diverse range of fund families designed to support various investment objectives.
See our curated list of related YouTube videos on SCHG.
Dow Jones U.S. Large-Cap Growth Total Stock Market Index
Objective
Seeks to track the investment results of an index composed of large-capitalization U.S. equities, measuring the performance of the large-cap sector of the U.S. equity market as determined by S&P Dow Jones Indices.
Capital Appreciation
Asset class
Equity
Equity
Inception date
05/15/2000
12/11/2009
Beta
1.0
1.21
Last dividend
$1.9956
$0.0340
Ex-dividend date
06/15/2026
06/24/2026
Bottom lineChoose IVV if you want higher current income (1.06% vs 0.39% for SCHG). Choose SCHG if you want a growth tilt and can accept bigger swings for higher upside.
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Projections assume the current yield and share price remain constant. Actual results will vary.
Quick verdict
IVV (iShares Core S&P 500 ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both quarterly-pay dividend ETFs, but they take different approaches.
IVV offers the higher yield at 1.06% vs 0.39% for SCHG. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.
IVV is cheaper with an expense ratio of 0.03% compared to 0.04%.
They track different benchmarks: IVV is linked to S&P 500 Index while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which means their performance drivers differ.
IVV is the larger fund by assets ($833B), which generally means tighter spreads and better liquidity.
Deep dive
Yield & income
On a $10,000 investment, IVV would generate roughly $8.83/month, while SCHG would produce $3.25/month, at current distribution rates. Both pay quarterly distributions.
IVV yield1.06%
SCHG yield0.39%
Monthly diff on $10K$5.58
Cost & efficiency
Over 10 years on $10,000, IVV would cost approximately $30 in fees vs $40 for SCHG (simplified, not compounded). The $10.00 difference may be offset by yield or performance.
IVV ER0.03%
SCHG ER0.04%
Strategy & risk
IVV tracks S&P 500 Index, while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index with a capital appreciation approach. Beta is 1.0 for IVV and 1.21 for SCHG, indicating IVV is less volatile relative to the market.
IVV beta1.0
SCHG beta1.21
Fund details
IVV is managed by iShares (launched 05/15/2000) with $833B in assets. SCHG is managed by Schwab (launched 12/11/2009) with $58.4B in assets.
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Frequently asked questions
Is IVV or SCHG better for dividend income?
It depends on your goals. IVV currently offers the higher distribution yield, which means more income per dollar invested. However, a lower-yield fund may offer better total return or lower volatility. Consider your time horizon and risk tolerance.
What is the difference between IVV and SCHG?
IVV (iShares Core S&P 500 ETF) tracks S&P 500 Index, while SCHG (Schwab U.S. Large-Cap Growth ETF) tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index with a capital appreciation approach. They are issued by iShares and Schwab respectively.
Can I hold both IVV and SCHG?
Yes — nothing prevents holding both. Whether the combination actually diversifies depends on how much the underlying exposures overlap, which isn't fully measurable from the data on this page; review each security's holdings, sector, and strategy before treating them as complementary.
Which has lower fees, IVV or SCHG?
IVV has an expense ratio of 0.03% while SCHG charges 0.04%. Lower fees mean more of your investment returns stay in your pocket over time.
How much income does $10,000 in IVV vs SCHG generate?
At current rates, $10,000 in IVV would generate roughly $8.83 per month ($106.00 annually). The same in SCHG would produce about $3.25 per month ($39.00 annually).
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