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ETF comparison

IWF vs SCHX

US Large Cap Growth vs US Large Cap.

iShares Russell 1000 Growth ETF · Schwab U.S. Large-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
54.6 %

262 positions appear in both funds. Buying equal dollars of IWF and SCHX would leave roughly 54.6% of each dollar exposed to the same underlying securities.

IWF unmatched 45.2% Shared 54.6% SCHX unmatched 45.2%

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.

In IWF only
106 positions
Shared
262 positions
In SCHX only
485 positions

Side by side

IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$120.29B
TTM yield
0.38%
Top-10 conc.
54.3%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.24B
TTM yield
1.06%
Top-10 conc.
36.0%

Sub-score comparison

82
Cost
97
90
Tax efficiency
88
100
Liquidity
100
37
Concentration
63
—
Tracking quality
—
IWF sub-score SCHX

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHX 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 SCHX.

Top shared holdings

262 shared in total
# Holding In IWF In SCHX Overlap
1 NVIDIA CORPORATION 13.83% 7.69% 7.69%
2 APPLE INC. 6.72% 6.69% 6.69%
3 MICROSOFT CORPORATION 4.11% 5.42% 4.11%
4 ALPHABET INC. 6.17% 2.86% 2.86%
5 BROADCOM INC. 5.21% 2.52% 2.52%
6 ALPHABET INC. 4.98% 2.28% 2.28%
7 META PLATFORMS, INC. 3.00% 1.81% 1.81%
8 MICRON TECHNOLOGY, INC. 3.86% 1.56% 1.56%
9 TESLA, INC. 3.64% 1.49% 1.49%
10 ELI LILLY AND COMPANY 2.84% 1.32% 1.32%
11 ADVANCED MICRO DEVICES, INC. 2.80% 1.10% 1.10%
12 VISA INC. 1.68% 0.91% 0.91%

Only in IWF

106 total
  • SANDISK CORPORATION 0.98%
  • SPOTIFY TECHNOLOGY S.A. 0.21%
  • LUMENTUM HOLDINGS INC. 0.18%
  • Nu Holdings Ltd. 0.14%
  • ANGLOGOLD ASHANTI PLC 0.11%
  • REVOLUTION MEDICINES, INC. 0.11%
  • ATI INC 0.08%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 0.08%
  • STERLING INFRASTRUCTURE, INC. 0.07%
  • HEICO CORPORATION 0.06%

Only in SCHX

485 total
  • JPMorgan Chase & Co 1.37%
  • Berkshire Hathaway Inc 1.33%
  • ExxonMobil Holdings Corp 0.96%
  • Johnson & Johnson 0.92%
  • Intel Corp 0.64%
  • Cisco Systems Inc 0.63%
  • Chevron Corp 0.56%
  • Merck & Co Inc 0.52%
  • UnitedHealth Group Inc 0.51%
  • Procter & Gamble Co/The 0.49%

Percentages are holdings overlap with the named fund.

Open IWF 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.