ETF comparison
IWM vs SCHA
Both US Small Cap.
Holdings overlap
1,377 positions appear in both funds. Buying equal dollars of IWM and SCHA would leave roughly 58.1% 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
SCHA is 16 bps cheaper than IWM. On a $100,000 position that's about $160/yr more in fees for IWM.
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 IWM vs SCHA.
Top shared holdings
1,377 shared in total| # | Holding | In IWM | In SCHA | Overlap |
|---|---|---|---|---|
| 1 | Moog, Inc. | 0.38% | 0.22% | 0.22% |
| 2 | Glaukos Corp. | 0.25% | 0.22% | 0.22% |
| 3 | UMB Financial Corp. | 0.33% | 0.21% | 0.21% |
| 4 | Brinker International, Inc. | 0.23% | 0.21% | 0.21% |
| 5 | Cytokinetics, Inc. | 0.35% | 0.20% | 0.20% |
| 6 | Krystal Biotech, Inc. | 0.30% | 0.20% | 0.20% |
| 7 | BrightSpring Health Services, Inc. | 0.35% | 0.19% | 0.19% |
| 8 | Jackson Financial, Inc. | 0.19% | 0.20% | 0.19% |
| 9 | CareTrust REIT, Inc. | 0.28% | 0.19% | 0.19% |
| 10 | Praxis Precision Medicines, Inc. | 0.26% | 0.19% | 0.19% |
| 11 | Viasat, Inc. | 0.35% | 0.19% | 0.19% |
| 12 | Twist Bioscience Corp. | 0.20% | 0.19% | 0.19% |
Only in IWM
637 total- JFrog Ltd. 0.31%
- Taylor Morrison Home Corp. 0.21%
- Nuvalent, Inc. 0.21%
- SSR Mining, Inc. 0.20%
- Joby Aviation, Inc. 0.19%
- Xenon Pharmaceuticals, Inc. 0.18%
- Golar LNG Ltd. 0.15%
- Brookfield Infrastructure Corp. 0.15%
- AXT, Inc. 0.14%
- Constellium SE 0.13%
Only in SCHA
328 total- Sandisk Corp 4.87%
- Lumentum Holdings Inc 1.49%
- Revolution Medicines Inc 0.86%
- ATI Inc 0.59%
- Coeur Mining Inc 0.45%
- Guardant Health Inc 0.44%
- MACOM Technology Solutions Holdings Inc 0.36%
- MKS Inc 0.36%
- Samsara Inc 0.32%
- Pinnacle Financial Partners Inc 0.32%
Related comparisons
More comparisons with IWM
- IWM vs IWO · iShares Russell 2000 Growth ETF 56.9%
- IWM vs IWN · iShares Russell 2000 Value ETF 53.6%
- IWM vs DFAS · DFA U.S. Small Cap Portfolio-ETF Class Shares 50.7%
- IWM vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 47.1%
- IWM vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 46.8%
- IWM vs IJR · iShares Core S&P Small-Cap ETF 46.8%
More comparisons with SCHA
- SCHA vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 52.8%
- SCHA vs VB · Vanguard Morningstar Small-Cap ETF 45.5%
- SCHA vs FNDA · Schwab Fundamental U.S. Small Company ETF 44.5%
- SCHA vs VBR · Vanguard Morningstar Small-Cap Value ETF 39.5%
- SCHA vs VBK · Vanguard Morningstar Small-Cap Growth ETF 35.8%
- SCHA vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 35.2%
Percentages are holdings overlap with the named fund.
Open IWM or SCHA 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.