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ETF comparison

IWV vs SCHB

Both US Total Market.

iShares Russell 3000 ETF · Schwab U.S. Broad Market ETF

Holdings overlap

Weighted by ISIN/CUSIP
91.5 %

2,225 positions appear in both funds. Buying equal dollars of IWV and SCHB would leave roughly 91.5% of each dollar exposed to the same underlying securities.

IWV unmatched 8.3% Shared 91.5% SCHB unmatched 8.3%

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.

In IWV only
365 positions
Shared
2,225 positions
In SCHB only
147 positions

Side by side

IWV

iShares Russell 3000 ETF

iShares · US Total Market

85 composite / 100
Expense ratio
0.20%
Net assets
$20.19B
TTM yield
0.89%
Top-10 conc.
32.0%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.23B
TTM yield
1.06%
Top-10 conc.
33.7%

Sub-score comparison

80
Cost
97
89
Tax efficiency
88
100
Liquidity
100
69
Concentration
66
—
Tracking quality
—
IWV sub-score SCHB

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHB is 17 bps cheaper than IWV. On a $100,000 position that's about $170/yr more in fees for IWV.

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 IWV vs SCHB.

Top shared holdings

2,225 shared in total
# Holding In IWV In SCHB Overlap
1 NVIDIA CORP 6.43% 7.20% 6.43%
2 APPLE INC 5.76% 6.27% 5.76%
3 MICROSOFT CORP 3.82% 5.08% 3.82%
4 AMAZON.COM INC 3.19% 3.42% 3.19%
5 ALPHABET INC 2.87% 2.68% 2.68%
6 BROADCOM INC 2.42% 2.36% 2.36%
7 ALPHABET INC 2.31% 2.13% 2.13%
8 META PLATFORMS INC 1.71% 1.69% 1.69%
9 MICRON TECHNOLOGY INC 1.79% 1.46% 1.46%
10 TESLA INC 1.69% 1.39% 1.39%
11 BERKSHIRE HATHAWAY INC 1.28% 1.24% 1.24%
12 ELI LILLY & COMPANY 1.32% 1.23% 1.23%

Only in IWV

365 total
  • EXXONMOBIL HOLDINGS CORP 0.78%
  • SPOTIFY TECHNOLOGY SA 0.10%
  • ELECTRONIC ARTS INC 0.07%
  • NU HOLDINGS LTD 0.06%
  • ANGLOGOLD ASHANTI PLC 0.06%
  • AVALONBAY COMMUNITIES INC 0.04%
  • RESTAURANT BRANDS INTERNATIONAL INC 0.03%
  • HEICO CORP 0.03%
  • VIKING HOLDINGS LTD 0.03%
  • BROOKFIELD ASSET MANAGEMENT LTD 0.02%

Only in SCHB

147 total
  • ExxonMobil Holdings Corp 0.90%
  • Seagate Technology Holdings PLC 0.25%
  • TE Connectivity PLC 0.08%
  • NXP Semiconductors NV 0.08%
  • Amrize Ltd 0.03%
  • Autoliv Inc 0.01%
  • Venture Global Inc 0.01%
  • Erie Indemnity Co 0.01%
  • Gates Industrial Corp Ltd 0.01%
  • Cerebras Systems Inc 0.01%

Percentages are holdings overlap with the named fund.

Open IWV 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.