ETF comparison
SCHB vs SMLF
US Total Market vs Multi-Factor.
Schwab U.S. Broad Market ETF · iShares U.S. Small-Cap Equity Factor ETF
Holdings overlap
820 positions appear in both funds. Buying equal dollars of SCHB and SMLF would leave roughly 6.9% 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 12 bps cheaper than SMLF. On a $100,000 position that's about $120/yr more in fees for SMLF.
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 SCHB vs SMLF.
Top shared holdings
820 shared in total| # | Holding | In SCHB | In SMLF | Overlap |
|---|---|---|---|---|
| 1 | Moderna Inc | 0.07% | 0.37% | 0.07% |
| 2 | Natera Inc | 0.06% | 0.62% | 0.06% |
| 3 | Interactive Brokers Group Inc | 0.06% | 0.83% | 0.06% |
| 4 | Revolution Medicines Inc | 0.06% | 0.47% | 0.06% |
| 5 | Flex Ltd | 0.05% | 0.78% | 0.05% |
| 6 | Astera Labs Inc | 0.05% | 0.70% | 0.05% |
| 7 | Credo Technology Group Holding Ltd | 0.05% | 0.51% | 0.05% |
| 8 | EMCOR Group Inc | 0.04% | 0.95% | 0.04% |
| 9 | Jabil Inc | 0.04% | 0.75% | 0.04% |
| 10 | Everpure Inc | 0.04% | 0.40% | 0.04% |
| 11 | ATI Inc | 0.04% | 0.40% | 0.04% |
| 12 | Casey's General Stores Inc | 0.04% | 0.32% | 0.04% |
Only in SCHB
1,552 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%
Only in SMLF
72 total- XP, Inc. 0.26%
- JFrog Ltd. 0.26%
- Hamilton Insurance Group Ltd. 0.20%
- Bladex, Inc. 0.18%
- Monday.com Ltd. 0.15%
- Global-e Online Ltd. 0.12%
- Wix.com Ltd. 0.12%
- Liberty Latin America Ltd. 0.11%
- Super Group SGHC Ltd. 0.11%
- Bank of NT Butterfield & Son Ltd. (The) 0.10%
Related comparisons
More comparisons with SCHB
- SCHB vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 6.9%
- SCHB vs SCHA · Schwab U.S. Small-Cap ETF 6.4%
- SCHB vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.3%
- SCHB vs AVMV · Avantis U.S. Mid Cap Value ETF 6.2%
- SCHB vs FDL · First Trust Morningstar Dividend Leaders Index Fund 5.2%
- SCHB vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 5.1%
More comparisons with SMLF
- SMLF vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 5.3%
- SMLF vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 4.0%
- SMLF vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.9%
- SMLF vs IWF · iShares Russell 1000 Growth ETF 3.8%
- SMLF vs DGRO · iShares Core Dividend Growth ETF 3.5%
- SMLF vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 3.0%
Percentages are holdings overlap with the named fund.
Open SCHB or SMLF 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.