ETF comparison
IWP vs SCHM
Both US Mid Cap.
iShares Russell Mid-Cap Growth ETF · Schwab U.S. Mid-Cap ETF
Holdings overlap
121 positions appear in both funds. Buying equal dollars of IWP and SCHM would leave roughly 19.3% 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
SCHM is 20 bps cheaper than IWP. On a $100,000 position that's about $200/yr more in fees for IWP.
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 IWP vs SCHM.
Top shared holdings
121 shared in total| # | Holding | In IWP | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Lumentum Holdings, Inc. | 1.67% | 1.32% | 1.32% |
| 2 | Revolution Medicines, Inc. | 0.98% | 0.76% | 0.76% |
| 3 | ATI, Inc. | 0.73% | 0.52% | 0.52% |
| 4 | Casey's General Stores, Inc. | 0.71% | 0.52% | 0.52% |
| 5 | Tapestry, Inc. | 0.81% | 0.46% | 0.46% |
| 6 | Carpenter Technology Corp. | 0.81% | 0.44% | 0.44% |
| 7 | XPO, Inc. | 0.64% | 0.42% | 0.42% |
| 8 | Texas Pacific Land Corp. | 0.70% | 0.40% | 0.40% |
| 9 | Coherent Corp. | 0.40% | 1.01% | 0.40% |
| 10 | Guardant Health, Inc. | 0.46% | 0.39% | 0.39% |
| 11 | Curtiss-Wright Corp. | 0.39% | 0.40% | 0.39% |
| 12 | Roku, Inc. | 0.47% | 0.38% | 0.38% |
Only in IWP
145 total- Datadog, Inc. 2.34%
- Snowflake, Inc. 2.33%
- Cloudflare, Inc. 2.12%
- Teradyne, Inc. 2.07%
- Astera Labs, Inc. 2.02%
- Simon Property Group, Inc. 1.96%
- Comfort Systems USA, Inc. 1.89%
- Robinhood Markets, Inc. 1.75%
- Targa Resources Corp. 1.56%
- Rocket Lab Corp. 1.49%
Only in SCHM
370 total- Sandisk Corp 4.32%
- Ciena Corp 1.01%
- Bloom Energy Corp 1.00%
- Moderna Inc 0.92%
- Flex Ltd 0.75%
- Okta Inc 0.54%
- Omnicom Group Inc 0.46%
- Royalty Pharma PLC 0.45%
- US Foods Holding Corp 0.43%
- F5 Inc 0.43%
Related comparisons
More comparisons with IWP
- IWP vs IJK · iShares S&P Mid-Cap 400 Growth ETF 19.0%
- IWP vs AVMV · Avantis U.S. Mid Cap Value ETF 18.6%
- IWP vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 17.8%
- IWP vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 15.6%
- IWP vs IWF · iShares Russell 1000 Growth ETF 10.8%
- IWP vs IWS · iShares Russell Mid-Cap Value ETF 10.6%
More comparisons with SCHM
- SCHM vs IWD · iShares Russell 1000 Value ETF 10.4%
- SCHM vs VTI · Vanguard Morningstar Total Stock Market ETF 7.6%
- SCHM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.6%
- SCHM vs SCHB · Schwab U.S. Broad Market ETF 7.2%
- SCHM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 6.5%
- SCHM vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 6.3%
Percentages are holdings overlap with the named fund.
Open IWP or SCHM 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.