ETF comparison
IWD vs SCHX
US Value vs US Large Cap.
Holdings overlap
622 positions appear in both funds. Buying equal dollars of IWD and SCHX would leave roughly 58.2% 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
SCHX 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 SCHX.
Top shared holdings
622 shared in total| # | Holding | In IWD | In SCHX | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.69% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 5.42% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.66% | 3.66% |
| 4 | JPMORGAN CHASE & CO. | 2.45% | 1.37% | 1.37% |
| 5 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.33% | 1.33% |
| 6 | JOHNSON & JOHNSON | 1.71% | 0.92% | 0.92% |
| 7 | WALMART INC. | 1.27% | 0.66% | 0.66% |
| 8 | ABBVIE INC. | 1.15% | 0.65% | 0.65% |
| 9 | INTEL CORPORATION | 1.72% | 0.64% | 0.64% |
| 10 | META PLATFORMS, INC. | 0.63% | 1.81% | 0.63% |
| 11 | CISCO SYSTEMS, INC. | 1.30% | 0.63% | 0.63% |
| 12 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.60% | 0.60% |
Only in IWD
248 total- EXXON MOBIL CORPORATION 1.59%
- ELECTRONIC ARTS INC. 0.12%
- MKS, INCORPORATED. 0.08%
- AVALONBAY COMMUNITIES, INC. 0.07%
- NEXTPOWER INC. 0.05%
- COEUR MINING, INC. 0.05%
- ROCKET COMPANIES, INC. 0.04%
- ONTO INNOVATION INC. 0.04%
- Pinnacle Financial Partners, Inc. 0.04%
- MUELLER INDUSTRIES, INC. 0.04%
Only in SCHX
125 total- NVIDIA Corp 7.69%
- Alphabet Inc 2.86%
- Broadcom Inc 2.52%
- Alphabet Inc 2.28%
- Micron Technology Inc 1.56%
- Tesla Inc 1.49%
- Eli Lilly & Co 1.32%
- Advanced Micro Devices Inc 1.10%
- ExxonMobil Holdings Corp 0.96%
- Visa Inc 0.91%
Related comparisons
More comparisons with IWD
- IWD vs DFAU · Dimensional US Core Equity Market ETF 58.2%
- IWD vs SCHK · Schwab 1000 ETF 58.2%
- IWD vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 57.9%
- IWD vs SPY · State Street SPDR S&P 500 ETF Trust 57.7%
- IWD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 57.2%
- IWD vs IVV · iShares Core S&P 500 ETF 57.2%
More comparisons with SCHX
Percentages are holdings overlap with the named fund.
Open IWD 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.