ETF comparison
IWN vs SCHB
US Small Cap vs US Total Market.
iShares Russell 2000 Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
930 positions appear in both funds. Buying equal dollars of IWN and SCHB would leave roughly 2.3% 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
SCHB 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 SCHB.
Top shared holdings
930 shared in total| # | Holding | In IWN | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | UMB Financial Corp. | 0.62% | 0.01% | 0.01% |
| 2 | Cytokinetics, Inc. | 0.65% | 0.01% | 0.01% |
| 3 | Jackson Financial, Inc. | 0.41% | 0.01% | 0.01% |
| 4 | CareTrust REIT, Inc. | 0.59% | 0.01% | 0.01% |
| 5 | Viasat, Inc. | 0.74% | 0.01% | 0.01% |
| 6 | Old National Bancorp | 0.52% | 0.01% | 0.01% |
| 7 | SM Energy Co. | 0.39% | 0.01% | 0.01% |
| 8 | Hut 8 Corp. | 0.36% | 0.01% | 0.01% |
| 9 | Vaxcyte, Inc. | 0.16% | 0.01% | 0.01% |
| 10 | Alkermes plc | 0.11% | 0.01% | 0.01% |
| 11 | Fluor Corp. | 0.34% | 0.01% | 0.01% |
| 12 | Kymera Therapeutics, Inc. | 0.08% | 0.01% | 0.01% |
Only in IWN
492 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 SCHB
1,442 total- NVIDIA Corp 7.20%
- Apple Inc 6.27%
- Microsoft Corp 5.08%
- Amazon.com Inc 3.42%
- Alphabet Inc 2.68%
- Broadcom Inc 2.36%
- Alphabet Inc 2.13%
- Meta Platforms Inc 1.69%
- Micron Technology Inc 1.46%
- Tesla Inc 1.39%
Related comparisons
More comparisons with IWN
- IWN vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 2.2%
- IWN vs SCHD · Schwab U.S. Dividend Equity ETF 1.1%
- IWN vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 0.9%
- IWN vs DGRO · iShares Core Dividend Growth ETF 0.7%
- IWN vs IVV · iShares Core S&P 500 ETF 0.0%
- IWN vs IWD · iShares Russell 1000 Value ETF 0.0%
More comparisons with SCHB
- SCHB vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 1.7%
- SCHB vs IJS · iShares S&P Small-Cap 600 Value ETF 1.7%
- SCHB vs AVUV · Avantis US Small Cap Value ETF 1.7%
- SCHB vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 1.5%
- SCHB vs IJT · iShares S&P Small-Cap 600 Growth ETF 1.5%
- SCHB vs CALF · Pacer US Small Cap Cash Cows 100 ETF 1.2%
Percentages are holdings overlap with the named fund.
Open IWN or SCHB 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.