ETF comparison
IWR vs SCHB
US Mid Cap vs US Total Market.
Holdings overlap
777 positions appear in both funds. Buying equal dollars of IWR and SCHB would leave roughly 18.5% 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 15 bps cheaper than IWR. On a $100,000 position that's about $150/yr more in fees for IWR.
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 IWR vs SCHB.
Top shared holdings
777 shared in total| # | Holding | In IWR | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Snowflake, Inc. | 0.61% | 0.15% | 0.15% |
| 2 | Marathon Petroleum Corp. | 0.54% | 0.15% | 0.15% |
| 3 | Phillips 66 | 0.49% | 0.13% | 0.13% |
| 4 | Cloudflare, Inc. | 0.56% | 0.13% | 0.13% |
| 5 | Robinhood Markets, Inc. | 0.56% | 0.11% | 0.11% |
| 6 | Datadog, Inc. | 0.62% | 0.11% | 0.11% |
| 7 | Lumentum Holdings, Inc. | 0.44% | 0.10% | 0.10% |
| 8 | Warner Bros Discovery, Inc. | 0.46% | 0.09% | 0.09% |
| 9 | Hewlett Packard Enterprise Co. | 0.43% | 0.09% | 0.09% |
| 10 | Simon Property Group, Inc. | 0.52% | 0.09% | 0.09% |
| 11 | Royal Caribbean Cruises Ltd. | 0.58% | 0.09% | 0.09% |
| 12 | Allstate Corp. (The) | 0.44% | 0.09% | 0.09% |
Only in IWR
47 total- Electronic Arts, Inc. 0.37%
- Anglogold Ashanti plc 0.29%
- AvalonBay Communities, Inc. 0.19%
- Restaurant Brands International, Inc. 0.18%
- HEICO Corp. 0.14%
- Viking Holdings Ltd. 0.13%
- IREN Ltd. 0.11%
- Ascendis Pharma A/S 0.10%
- Webster Financial Corp. 0.09%
- GLOBALFOUNDRIES, Inc. 0.07%
Only in SCHB
1,595 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 IWR
- IWR vs DGRO · iShares Core Dividend Growth ETF 17.3%
- IWR vs IJK · iShares S&P Mid-Cap 400 Growth ETF 15.9%
- IWR vs IJJ · iShares S&P Mid-Cap 400 Value ETF 14.7%
- IWR vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 13.9%
- IWR vs VOO · Vanguard S&P 500 ETF 13.3%
- IWR vs SPYM · State Street SPDR Portfolio S&P 500 ETF 13.3%
More comparisons with SCHB
- SCHB vs FVD · First Trust Value Line Dividend Index Fund 18.1%
- SCHB vs SPHQ · Invesco S&P 500 Quality ETF 17.5%
- SCHB vs VO · Vanguard Morningstar Mid-Cap ETF 15.7%
- SCHB vs IWS · iShares Russell Mid-Cap Value ETF 15.3%
- SCHB vs MOAT · VanEck Morningstar Wide Moat ETF 14.1%
- SCHB vs SPLV · Invesco S&P 500 Low Volatility ETF 14.1%
Percentages are holdings overlap with the named fund.
Open IWR 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.