ETF comparison
IWX vs SCHV
Both US Value.
iShares Russell Top 200 Value ETF · Schwab U.S. Large-Cap Value ETF
Holdings overlap
119 positions appear in both funds. Buying equal dollars of IWX and SCHV would leave roughly 60.5% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHV is 16 bps cheaper than IWX. On a $100,000 position that's about $160/yr more in fees for IWX.
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 IWX vs SCHV.
Top shared holdings
119 shared in total| # | Holding | In IWX | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc. | 4.30% | 3.12% | 3.12% |
| 2 | JPMorgan Chase & Co. | 3.89% | 2.76% | 2.76% |
| 3 | Exxon Mobil Corp. | 3.49% | 2.17% | 2.17% |
| 4 | Johnson & Johnson | 2.86% | 2.02% | 2.02% |
| 5 | Walmart Inc | 2.37% | 1.89% | 1.89% |
| 6 | Micron Technology Inc. | 1.84% | 1.56% | 1.56% |
| 7 | The Procter & Gamble Co. | 1.65% | 1.32% | 1.32% |
| 8 | CHEVRON CORP | 1.88% | 1.19% | 1.19% |
| 9 | Caterpillar Inc | 1.40% | 1.17% | 1.17% |
| 10 | Bank of America Corp. | 1.43% | 1.13% | 1.13% |
| 11 | Cisco Systems, Inc. | 1.50% | 1.06% | 1.06% |
| 12 | Merck & Co., Inc | 1.45% | 1.04% | 1.04% |
Only in IWX
35 total- Alphabet Inc. 2.88%
- Amazon.com, Inc. 2.67%
- Alphabet Inc. 2.34%
- UnitedHealth Group Inc. 1.20%
- Linde PLC 1.13%
- Meta Platforms Inc 1.08%
- Thermo Fisher Scientific Inc 0.90%
- Walt Disney Company 0.83%
- Salesforce Inc. 0.73%
- Blackrock Inc. 0.71%
Only in SCHV
436 total- AbbVie Inc 1.38%
- Lam Research Corp 0.99%
- Oracle Corp 0.82%
- Amphenol Corp 0.60%
- Corning Inc 0.40%
- Howmet Aerospace Inc 0.36%
- Western Digital Corp 0.32%
- American Tower Corp 0.30%
- Waste Management Inc 0.30%
- Seagate Technology Holdings PLC 0.30%
Open IWX or SCHV 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.