ETF comparison

IWB vs SCHX

Both US Large Cap.

iShares Russell 1000 ETF · Schwab U.S. Large-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
95.6 %

728 positions appear in both funds. Buying equal dollars of IWB and SCHX would leave roughly 95.6% of each dollar exposed to the same underlying securities.

IWB only 4.2% Shared 95.6% SCHX only 4.3%
In IWB only
277 positions
Shared
728 positions
In SCHX only
21 positions

Side by side

IWB

iShares Russell 1000 ETF

iShares · US Large Cap

87 composite / 100
Expense ratio
0.15%
Net assets
$48.33B
TTM yield
0.91%
Top-10 conc.
33.6%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$71.64B
TTM yield
1.02%
Top-10 conc.
34.4%

Sub-score comparison

85
Cost
97
89
Tax efficiency
88
100
Liquidity
100
66
Concentration
65
Tracking quality
IWB sub-score SCHX

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHX is 12 bps cheaper than IWB. On a $100,000 position that's about $120/yr more in fees for IWB.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWB vs SCHX.

Top shared holdings

728 shared in total
# Holding In IWB In SCHX Overlap
1 NVIDIA CORPORATION 6.81% 6.91% 6.81%
2 APPLE INC. 6.10% 6.27% 6.10%
3 MICROSOFT CORPORATION 4.58% 4.69% 4.58%
4 AMAZON.COM, INC. 3.33% 3.28% 3.28%
5 ALPHABET INC. 2.79% 2.91% 2.79%
6 BROADCOM INC. 2.39% 2.42% 2.39%
7 ALPHABET INC. 2.27% 2.32% 2.27%
8 META PLATFORMS, INC. 2.08% 2.27% 2.08%
9 TESLA, INC. 1.75% 1.82% 1.75%
10 BERKSHIRE HATHAWAY INC. 1.47% 1.49% 1.47%
11 JPMORGAN CHASE & CO. 1.33% 1.31% 1.31%
12 ELI LILLY AND COMPANY 1.23% 1.34% 1.23%

Only in IWB

277 total
  • SANDISK CORPORATION 0.15%
  • SPOTIFY TECHNOLOGY S.A. 0.12%
  • LUMENTUM HOLDINGS INC. 0.08%
  • ANGLOGOLD ASHANTI PLC 0.08%
  • Nu Holdings Ltd. 0.08%
  • Restaurant Brands International Inc. 0.04%
  • ATI INC 0.03%
  • AMCOR PLC 0.03%
  • BROOKFIELD ASSET MANAGEMENT LTD. 0.03%
  • REVOLUTION MEDICINES, INC. 0.03%

Only in SCHX

21 total
  • Seagate Technology Holdings PLC 0.14%
  • TE Connectivity PLC 0.11%
  • NXP Semiconductors NV 0.09%
  • Bloom Energy Corp 0.05%
  • Amrize Ltd 0.05%
  • Amcor PLC 0.04%
  • Fabrinet 0.03%
  • Exact Sciences Corp 0.03%
  • CoreWeave Inc 0.03%
  • Credo Technology Group Holding Ltd 0.03%

Open IWB or SCHX at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.