ETF comparison
IWS vs SCHB
US Mid Cap vs US Total Market.
iShares Russell Mid-Cap Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
677 positions appear in both funds. Buying equal dollars of IWS and SCHB would leave roughly 15.3% 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 20 bps cheaper than IWS. On a $100,000 position that's about $200/yr more in fees for IWS.
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 IWS vs SCHB.
Top shared holdings
677 shared in total| # | Holding | In IWS | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | MARATHON PETROLEUM CORP | 0.36% | 0.15% | 0.15% |
| 2 | PHILLIPS 66 | 0.62% | 0.13% | 0.13% |
| 3 | ROBINHOOD MARKETS INC | 0.13% | 0.11% | 0.11% |
| 4 | WARNER BROS. DISCOVERY INC | 0.63% | 0.09% | 0.09% |
| 5 | HEWLETT PACKARD ENTERPRISE COMPANY | 0.59% | 0.09% | 0.09% |
| 6 | ROYAL CARIBBEAN CRUISES LTD | 0.34% | 0.09% | 0.09% |
| 7 | ALLSTATE CORP (THE) | 0.60% | 0.09% | 0.09% |
| 8 | UNITED RENTALS INC | 0.53% | 0.09% | 0.09% |
| 9 | DIGITAL REALTY TRUST INC | 0.62% | 0.09% | 0.09% |
| 10 | BAKER HUGHES COMPANY | 0.54% | 0.08% | 0.08% |
| 11 | KINDER MORGAN INC | 0.61% | 0.08% | 0.08% |
| 12 | CHENIERE ENERGY INC | 0.46% | 0.08% | 0.08% |
Only in IWS
43 total- ELECTRONIC ARTS INC 0.43%
- AVALONBAY COMMUNITIES INC 0.26%
- IREN LTD 0.13%
- WEBSTER FINANCIAL CORP 0.12%
- RESTAURANT BRANDS INTERNATIONAL INC 0.10%
- GLOBALFOUNDRIES INC 0.10%
- CHART INDUSTRIES INC 0.10%
- GFL ENVIRONMENTAL INC 0.09%
- TOPBUILD CORP 0.09%
- MILLICOM INTERNATIONAL CELLULAR SA 0.08%
Only in SCHB
1,695 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 IWS
- IWS vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 15.3%
- IWS vs IJK · iShares S&P Mid-Cap 400 Growth ETF 14.8%
- IWS vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 12.2%
- IWS vs VOO · Vanguard S&P 500 ETF 11.5%
- IWS vs SPYM · State Street SPDR Portfolio S&P 500 ETF 11.5%
- IWS vs IVV · iShares Core S&P 500 ETF 11.5%
More comparisons with SCHB
- SCHB vs MOAT · VanEck Morningstar Wide Moat ETF 14.1%
- SCHB vs SPLV · Invesco S&P 500 Low Volatility ETF 14.1%
- SCHB vs SDY · State Street SPDR S&P Dividend ETF 12.4%
- SCHB vs VLUE · iShares MSCI USA Value Factor ETF 12.3%
- SCHB vs VB · Vanguard Morningstar Small-Cap ETF 11.3%
- SCHB vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 9.7%
Percentages are holdings overlap with the named fund.
Open IWS 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.