ETF comparison

IWY vs SCHG

Both US Large Cap Growth.

iShares Russell Top 200 Growth ETF · Schwab U.S. Large-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
74.5 %

53 positions appear in both funds. Buying equal dollars of IWY and SCHG would leave roughly 74.5% of each dollar exposed to the same underlying securities.

IWY only 25.3% Shared 74.5% SCHG only 25.4%
In IWY only
57 positions
Shared
53 positions
In SCHG only
142 positions

Side by side

IWY

iShares Russell Top 200 Growth ETF

iShares · US Large Cap Growth

79 composite / 100
Expense ratio
0.20%
Net assets
$16.96B
TTM yield
0.35%
Top-10 conc.
63.4%
SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab · US Large Cap Growth

86 composite / 100
Expense ratio
0.040%
Net assets
$59.07B
TTM yield
0.38%
Top-10 conc.
57.2%

Sub-score comparison

80
Cost
96
90
Tax efficiency
90
100
Liquidity
100
24
Concentration
33
Tracking quality
IWY sub-score SCHG

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

Cost difference

SCHG is 16 bps cheaper than IWY. On a $100,000 position that's about $160/yr more in fees for IWY.

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 IWY vs SCHG.

Top shared holdings

53 shared in total
# Holding In IWY In SCHG Overlap
1 NVIDIA Corp. 14.62% 10.83% 10.83%
2 Apple Inc. 13.13% 9.82% 9.82%
3 Microsoft Corp. 9.91% 7.34% 7.34%
4 Amazon.com, Inc. 4.46% 5.14% 4.46%
5 Alphabet Inc. 3.93% 4.56% 3.93%
6 Broadcom Inc 4.31% 3.93% 3.93%
7 Tesla Inc 3.52% 4.22% 3.52%
8 Meta Platforms Inc 3.42% 4.58% 3.42%
9 Alphabet Inc. 3.20% 3.64% 3.20%
10 Eli Lilly & Co. 2.88% 3.17% 2.88%
11 Visa Inc 2.16% 2.05% 2.05%
12 Costco Wholesale Corporation 1.88% 1.70% 1.70%

Only in IWY

57 total
  • AbbVie Inc. 1.64%
  • Lam Research Corporation 1.14%
  • Home Depot Inc. 1.06%
  • Oracle Corp. 1.05%
  • Amphenol Corporation 0.66%
  • Coca-Cola Co (The) 0.61%
  • Amgen Inc. 0.59%
  • The TJX Companies Inc. 0.38%
  • Blackstone Inc 0.36%
  • Waste Management, Inc. 0.36%

Only in SCHG

142 total
  • UnitedHealth Group Inc 1.01%
  • Linde PLC 0.90%
  • Thermo Fisher Scientific Inc 0.74%
  • Walt Disney Co/The 0.72%
  • Blackrock Inc 0.58%
  • S&P Global Inc 0.52%
  • Danaher Corp 0.50%
  • Parker-Hannifin Corp 0.48%
  • T-Mobile US Inc 0.40%
  • Constellation Energy Corp 0.39%

Open IWY or SCHG 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.