ETF comparison
IWD vs SCHB
US Value vs US Total Market.
iShares Russell 1000 Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
826 positions appear in both funds. Buying equal dollars of IWD and SCHB would leave roughly 56.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHB is 15 bps cheaper than IWD. On a $100,000 position that's about $150/yr more in fees for IWD.
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 IWD vs SCHB.
Top shared holdings
826 shared in total| # | Holding | In IWD | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.27% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 5.08% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.42% | 3.42% |
| 4 | JPMORGAN CHASE & CO. | 2.45% | 1.28% | 1.28% |
| 5 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.24% | 1.24% |
| 6 | JOHNSON & JOHNSON | 1.71% | 0.86% | 0.86% |
| 7 | META PLATFORMS, INC. | 0.63% | 1.69% | 0.63% |
| 8 | WALMART INC. | 1.27% | 0.62% | 0.62% |
| 9 | ABBVIE INC. | 1.15% | 0.61% | 0.61% |
| 10 | INTEL CORPORATION | 1.72% | 0.60% | 0.60% |
| 11 | CISCO SYSTEMS, INC. | 1.30% | 0.59% | 0.59% |
| 12 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.56% | 0.56% |
Only in IWD
44 total- EXXON MOBIL CORPORATION 1.59%
- ELECTRONIC ARTS INC. 0.12%
- AVALONBAY COMMUNITIES, INC. 0.07%
- IREN LIMITED 0.04%
- SOUTHERN COPPER CORPORATION 0.03%
- WEBSTER FINANCIAL CORPORATION 0.03%
- TOPBUILD CORP. 0.03%
- GLOBALFOUNDRIES INC. 0.03%
- Restaurant Brands International Inc. 0.03%
- CHART INDUSTRIES, INC. 0.03%
Only in SCHB
1,546 total- NVIDIA Corp 7.20%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Micron Technology Inc 1.46%
- Tesla Inc 1.39%
- Eli Lilly & Co 1.23%
- Advanced Micro Devices Inc 1.03%
- ExxonMobil Holdings Corp 0.90%
- Visa Inc 0.85%
Related comparisons
More comparisons with IWD
- IWD vs DFUS · Dimensional U.S. Equity Market ETF 56.8%
- IWD vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 56.8%
- IWD vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 56.7%
- IWD vs VTI · Vanguard Morningstar Total Stock Market ETF 56.6%
- IWD vs DFAC · DFA U.S. Core Equity 2 Portfolio-ETF Class Shares 56.3%
- IWD vs DLN · WisdomTree U.S. LargeCap Dividend Fund 56.0%
More comparisons with SCHB
- SCHB vs XLG · Invesco S&P 500 Top 50 ETF 55.8%
- SCHB vs DTD · WisdomTree U.S. Total Dividend Fund 55.5%
- SCHB vs IUSV · iShares Core S&P U.S. Value ETF 55.4%
- SCHB vs ONEQ · Fidelity Nasdaq Composite Index ETF 55.0%
- SCHB vs SUSA · iShares ESG Optimized MSCI USA ETF 54.5%
- SCHB vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 54.0%
Percentages are holdings overlap with the named fund.
Open IWD or SCHB 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.