ETF comparison
IWN vs SCHA
Both US Small Cap.
Holdings overlap
969 positions appear in both funds. Buying equal dollars of IWN and SCHA would leave roughly 33.2% 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
SCHA is 21 bps cheaper than IWN. On a $100,000 position that's about $210/yr more in fees for IWN.
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 IWN vs SCHA.
Top shared holdings
969 shared in total| # | Holding | In IWN | In SCHA | Overlap |
|---|---|---|---|---|
| 1 | UMB Financial Corp. | 0.62% | 0.21% | 0.21% |
| 2 | Cytokinetics, Inc. | 0.65% | 0.20% | 0.20% |
| 3 | Jackson Financial, Inc. | 0.41% | 0.20% | 0.20% |
| 4 | CareTrust REIT, Inc. | 0.59% | 0.19% | 0.19% |
| 5 | Viasat, Inc. | 0.74% | 0.19% | 0.19% |
| 6 | Old National Bancorp | 0.52% | 0.18% | 0.18% |
| 7 | SM Energy Co. | 0.39% | 0.18% | 0.18% |
| 8 | Hut 8 Corp. | 0.36% | 0.17% | 0.17% |
| 9 | Fluor Corp. | 0.34% | 0.16% | 0.16% |
| 10 | Vaxcyte, Inc. | 0.16% | 0.17% | 0.16% |
| 11 | Commercial Metals Co. | 0.38% | 0.16% | 0.16% |
| 12 | Terex Corp. | 0.54% | 0.15% | 0.15% |
Only in IWN
453 total- Taylor Morrison Home Corp. 0.44%
- SSR Mining, Inc. 0.37%
- Golar LNG Ltd. 0.32%
- Brookfield Infrastructure Corp. 0.31%
- Scorpio Tankers, Inc. 0.21%
- StoneCo Ltd. 0.14%
- FuelCell Energy, Inc. 0.13%
- Stellar Bancorp, Inc. 0.12%
- Bank of NT Butterfield & Son Ltd. (The) 0.12%
- Babcock & Wilcox Enterprises, Inc. 0.12%
Only in SCHA
736 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 IWN
- IWN vs DFAS · DFA U.S. Small Cap Portfolio-ETF Class Shares 31.2%
- IWN vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 21.7%
- IWN vs IJT · iShares S&P Small-Cap 600 Growth ETF 20.0%
- IWN vs VBR · Vanguard Morningstar Small-Cap Value ETF 19.2%
- IWN vs VB · Vanguard Morningstar Small-Cap ETF 14.9%
- IWN vs IWO · iShares Russell 2000 Growth ETF 10.8%
More comparisons with SCHA
- SCHA vs DFAT · DFA U.S. Targeted Value Portfolio-ETF Class Shares 32.3%
- SCHA vs IJH · iShares Core S&P Mid-Cap ETF 30.7%
- SCHA vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 27.2%
- SCHA vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 24.4%
- SCHA vs IJS · iShares S&P Small-Cap 600 Value ETF 23.8%
- SCHA vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 23.5%
Percentages are holdings overlap with the named fund.
Open IWN 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.