ETF comparison
IWD vs SCHV
Both US Value.
iShares Russell 1000 Value ETF · Schwab U.S. Large-Cap Value ETF
Holdings overlap
500 positions appear in both funds. Buying equal dollars of IWD and SCHV would leave roughly 76.4% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHV is 14 bps cheaper than IWD. On a $100,000 position that's about $140/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 SCHV.
Top shared holdings
500 shared in total| # | Holding | In IWD | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 2.91% | 3.12% | 2.91% |
| 2 | JPMORGAN CHASE & CO. | 2.63% | 2.76% | 2.63% |
| 3 | EXXON MOBIL CORPORATION | 2.36% | 2.17% | 2.17% |
| 4 | JOHNSON & JOHNSON | 1.94% | 2.02% | 1.94% |
| 5 | WALMART INC. | 1.60% | 1.89% | 1.60% |
| 6 | MICRON TECHNOLOGY, INC. | 1.24% | 1.56% | 1.24% |
| 7 | CHEVRON CORPORATION | 1.28% | 1.19% | 1.19% |
| 8 | THE PROCTER & GAMBLE COMPANY | 1.12% | 1.32% | 1.12% |
| 9 | CISCO SYSTEMS, INC. | 1.02% | 1.06% | 1.02% |
| 10 | MERCK & CO., INC. | 0.98% | 1.04% | 0.98% |
| 11 | BANK OF AMERICA CORPORATION | 0.97% | 1.13% | 0.97% |
| 12 | CATERPILLAR INC. | 0.95% | 1.17% | 0.95% |
Only in IWD
366 total- ALPHABET INC. 1.95%
- AMAZON.COM, INC. 1.81%
- ALPHABET INC. 1.59%
- UNITEDHEALTH GROUP INCORPORATED 0.81%
- LINDE PUBLIC LIMITED COMPANY 0.77%
- META PLATFORMS, INC. 0.73%
- THERMO FISHER SCIENTIFIC INCORPORATED 0.61%
- THE WALT DISNEY COMPANY 0.56%
- SALESFORCE, INC. 0.50%
- BLACKROCK, INC. 0.48%
Only in SCHV
55 total- AbbVie Inc 1.38%
- Lam Research Corp 0.99%
- Oracle Corp 0.82%
- Amphenol Corp 0.60%
- Howmet Aerospace Inc 0.36%
- American Tower Corp 0.30%
- Waste Management Inc 0.30%
- Seagate Technology Holdings PLC 0.30%
- Blackstone Inc 0.28%
- Royal Caribbean Cruises Ltd 0.27%
Open IWD or SCHV 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.