ETF comparison
IWO vs SCHA
Both US Small Cap.
Holdings overlap
771 positions appear in both funds. Buying equal dollars of IWO and SCHA would leave roughly 33.8% 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 IWO. On a $100,000 position that's about $210/yr more in fees for IWO.
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 IWO vs SCHA.
Top shared holdings
771 shared in total| # | Holding | In IWO | In SCHA | Overlap |
|---|---|---|---|---|
| 1 | Moog, Inc. | 0.73% | 0.22% | 0.22% |
| 2 | Glaukos Corp. | 0.48% | 0.22% | 0.22% |
| 3 | Brinker International, Inc. | 0.44% | 0.21% | 0.21% |
| 4 | Krystal Biotech, Inc. | 0.58% | 0.20% | 0.20% |
| 5 | BrightSpring Health Services, Inc. | 0.68% | 0.19% | 0.19% |
| 6 | Praxis Precision Medicines, Inc. | 0.51% | 0.19% | 0.19% |
| 7 | Twist Bioscience Corp. | 0.38% | 0.19% | 0.19% |
| 8 | Crinetics Pharmaceuticals, Inc. | 0.23% | 0.19% | 0.19% |
| 9 | Protagonist Therapeutics, Inc. | 0.45% | 0.19% | 0.19% |
| 10 | InterDigital, Inc. | 0.44% | 0.18% | 0.18% |
| 11 | Ryman Hospitality Properties, Inc. | 0.48% | 0.18% | 0.18% |
| 12 | FirstCash Holdings, Inc. | 0.53% | 0.17% | 0.17% |
Only in IWO
362 total- JFrog Ltd. 0.59%
- Nuvalent, Inc. 0.40%
- Joby Aviation, Inc. 0.36%
- Xenon Pharmaceuticals, Inc. 0.35%
- AXT, Inc. 0.27%
- Constellium SE 0.26%
- Catalyst Pharmaceuticals, Inc. 0.22%
- Energy Fuels, Inc. 0.22%
- Marex Group plc 0.17%
- SELLAS Life Sciences Group, Inc. 0.17%
Only in SCHA
934 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 IWO
- IWO vs DFAS · DFA U.S. Small Cap Portfolio-ETF Class Shares 28.3%
- IWO vs FNDA · Schwab Fundamental U.S. Small Company ETF 21.0%
- IWO vs VBK · Vanguard Morningstar Small-Cap Growth ETF 20.7%
- IWO vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 17.8%
- IWO vs IJS · iShares S&P Small-Cap 600 Value ETF 17.7%
- IWO vs VB · Vanguard Morningstar Small-Cap ETF 15.5%
More comparisons with SCHA
- SCHA vs IWN · iShares Russell 2000 Value ETF 33.2%
- 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%
Percentages are holdings overlap with the named fund.
Open IWO 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.