ETF comparison
IWF vs SCHM
US Large Cap Growth vs US Mid Cap.
Holdings overlap
124 positions appear in both funds. Buying equal dollars of IWF and SCHM would leave roughly 4.4% 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 IWF. On a $100,000 position that's about $150/yr more in fees for IWF.
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 IWF vs SCHM.
Top shared holdings
124 shared in total| # | Holding | In IWF | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | SANDISK CORPORATION | 0.98% | 4.32% | 0.98% |
| 2 | BLOOM ENERGY CORPORATION | 0.24% | 1.00% | 0.24% |
| 3 | CIENA CORPORATION | 0.20% | 1.01% | 0.20% |
| 4 | LUMENTUM HOLDINGS INC. | 0.18% | 1.32% | 0.18% |
| 5 | REVOLUTION MEDICINES, INC. | 0.11% | 0.76% | 0.11% |
| 6 | CARPENTER TECHNOLOGY CORPORATION | 0.09% | 0.44% | 0.09% |
| 7 | TAPESTRY, INC. | 0.09% | 0.46% | 0.09% |
| 8 | FTAI Aviation Ltd. | 0.08% | 0.36% | 0.08% |
| 9 | ATI INC | 0.08% | 0.52% | 0.08% |
| 10 | CASEY'S GENERAL STORES, INC. | 0.08% | 0.52% | 0.08% |
| 11 | MASTEC, INC. | 0.08% | 0.27% | 0.08% |
| 12 | TEXAS PACIFIC LAND CORPORATION | 0.08% | 0.40% | 0.08% |
Only in IWF
244 total- NVIDIA CORPORATION 13.83%
- APPLE INC. 6.72%
- ALPHABET INC. 6.17%
- BROADCOM INC. 5.21%
- ALPHABET INC. 4.98%
- MICROSOFT CORPORATION 4.11%
- MICRON TECHNOLOGY, INC. 3.86%
- TESLA, INC. 3.64%
- META PLATFORMS, INC. 3.00%
- ELI LILLY AND COMPANY 2.84%
Only in SCHM
367 total- Moderna Inc 0.92%
- Flex Ltd 0.75%
- Okta Inc 0.54%
- Omnicom Group Inc 0.46%
- Royalty Pharma PLC 0.45%
- US Foods Holding Corp 0.43%
- F5 Inc 0.43%
- Tenet Healthcare Corp 0.43%
- United Therapeutics Corp 0.40%
- Coeur Mining Inc 0.40%
Related comparisons
More comparisons with IWF
- IWF vs FNDA · Schwab Fundamental U.S. Small Company ETF 4.3%
- IWF vs SDY · State Street SPDR S&P Dividend ETF 4.3%
- IWF vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.1%
- IWF vs SPLV · Invesco S&P 500 Low Volatility ETF 3.9%
- IWF vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 3.8%
- IWF vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.4%
More comparisons with SCHM
- SCHM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 4.4%
- SCHM vs SCHD · Schwab U.S. Dividend Equity ETF 3.1%
- SCHM vs VOO · Vanguard S&P 500 ETF 2.7%
- SCHM vs SPYM · State Street SPDR Portfolio S&P 500 ETF 2.7%
- SCHM vs IVV · iShares Core S&P 500 ETF 2.7%
- SCHM vs SPY · State Street SPDR S&P 500 ETF Trust 2.4%
Percentages are holdings overlap with the named fund.
Open IWF 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.