ETF comparison
IWD vs SCHM
US Value vs US Mid Cap.
Holdings overlap
388 positions appear in both funds. Buying equal dollars of IWD and SCHM would leave roughly 10.4% 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
SCHM 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 SCHM.
Top shared holdings
388 shared in total| # | Holding | In IWD | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | FLEX LTD. | 0.17% | 0.75% | 0.17% |
| 2 | Coherent Corp. | 0.15% | 1.01% | 0.15% |
| 3 | CENTENE CORPORATION | 0.08% | 0.56% | 0.08% |
| 4 | STEEL DYNAMICS, INC. | 0.08% | 0.59% | 0.08% |
| 5 | MKS, INCORPORATED. | 0.08% | 0.32% | 0.08% |
| 6 | TWILIO INC. | 0.07% | 0.67% | 0.07% |
| 7 | MODERNA, INC. | 0.07% | 0.92% | 0.07% |
| 8 | F5, INC. | 0.07% | 0.43% | 0.07% |
| 9 | ENTEGRIS, INC. | 0.07% | 0.38% | 0.07% |
| 10 | ROYALTY PHARMA PLC | 0.07% | 0.45% | 0.07% |
| 11 | OKTA, INC. | 0.06% | 0.54% | 0.06% |
| 12 | NISOURCE INC. | 0.06% | 0.37% | 0.06% |
Only in IWD
482 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in SCHM
103 total- Sandisk Corp 4.32%
- Lumentum Holdings Inc 1.32%
- Ciena Corp 1.01%
- Bloom Energy Corp 1.00%
- Revolution Medicines Inc 0.76%
- ATI Inc 0.52%
- Tapestry Inc 0.46%
- Carpenter Technology Corp 0.44%
- XPO Inc 0.42%
- Texas Pacific Land Corp 0.40%
Related comparisons
More comparisons with IWD
- IWD vs VBR · Vanguard Morningstar Small-Cap Value ETF 10.0%
- IWD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 9.5%
- IWD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 9.4%
- IWD vs AVMV · Avantis U.S. Mid Cap Value ETF 9.4%
- IWD vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9.0%
- IWD vs MOAT · VanEck Morningstar Wide Moat ETF 9.0%
More comparisons with SCHM
- SCHM vs VTI · Vanguard Morningstar Total Stock Market ETF 7.6%
- SCHM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.6%
- SCHM vs SCHB · Schwab U.S. Broad Market ETF 7.2%
- SCHM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 6.5%
- SCHM vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 6.3%
- SCHM vs DGRO · iShares Core Dividend Growth ETF 5.5%
Percentages are holdings overlap with the named fund.
Open IWD or SCHM 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.