ETF comparison
IWS vs SCHD
US Mid Cap vs Dividend.
iShares Russell Mid-Cap Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
37 positions appear in both funds. Buying equal dollars of IWS and SCHD would leave roughly 6.4% 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
SCHD is 17 bps cheaper than IWS. On a $100,000 position that's about $170/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 SCHD.
Top shared holdings
37 shared in total| # | Holding | In IWS | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | ONEOK INC | 0.54% | 1.47% | 0.54% |
| 2 | FORD MOTOR CO | 0.53% | 1.33% | 0.53% |
| 3 | FIFTH THIRD BANCORP | 0.50% | 1.19% | 0.50% |
| 4 | DEVON ENERGY CORP | 0.46% | 1.36% | 0.46% |
| 5 | ARCHER DANIELS MIDLAND COMPANY | 0.36% | 0.95% | 0.36% |
| 6 | PAYCHEX INC | 0.31% | 1.00% | 0.31% |
| 7 | CINCINNATI FINANCIAL CORP | 0.28% | 0.64% | 0.28% |
| 8 | REGIONS FINANCIAL CORP | 0.25% | 0.62% | 0.25% |
| 9 | KIMBERLY CLARK CORP | 0.24% | 0.87% | 0.24% |
| 10 | T. ROWE PRICE GROUP INC | 0.23% | 0.58% | 0.23% |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 0.23% | 0.53% | 0.23% |
| 12 | HERSHEY COMPANY (THE) | 0.22% | 0.64% | 0.22% |
Only in IWS
683 total- WARNER BROS. DISCOVERY INC 0.63%
- PHILLIPS 66 0.62%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- ALLSTATE CORP (THE) 0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- FLEX LTD 0.58%
- REALTY INCOME CORP 0.57%
- DELTA AIR LINES INC 0.56%
- CORTEVA INC 0.56%
Only in SCHD
62 total- Merck & Co Inc 4.76%
- Amgen Inc 4.70%
- Abbott Laboratories 4.68%
- Coca-Cola Co/The 4.16%
- Chevron Corp 4.01%
- Verizon Communications Inc 3.96%
- ConocoPhillips 3.93%
- Home Depot Inc/The 3.87%
- Procter & Gamble Co/The 3.82%
- UnitedHealth Group Inc 3.82%
Related comparisons
More comparisons with IWS
More comparisons with SCHD
- SCHD vs ACWV · iShares MSCI Global Min Vol Factor ETF 6.3%
- SCHD vs MOAT · VanEck Morningstar Wide Moat ETF 6.0%
- SCHD vs CGDV · Capital Group Dividend Value ETF 5.7%
- SCHD vs SPLV · Invesco S&P 500 Low Volatility ETF 5.7%
- SCHD vs IWR · iShares Russell Mid-Cap ETF 5.5%
- SCHD vs RDVY · First Trust Rising Dividend Achievers ETF 5.4%
Percentages are holdings overlap with the named fund.
Open IWS or SCHD 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.