ETF comparison

FNDXvsIWB

Both US Large Cap.

Schwab Fundamental U.S. Large Company ETF · iShares Russell 1000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
63.6%

643 positions appear in both funds. Buying equal dollars of FNDX and IWB would leave roughly63.6%of each dollar exposed to the same underlying securities.

FNDX only 36.2%Shared 63.6%IWB only 36.2%
In FNDX only
91 positions
Shared
643 positions
In IWB only
381 positions

Side by side

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab · US Large Cap

85composite / 100
Expense ratio
0.25%
Net assets
$27.57B
TTM yield
1.43%
Top-10 conc.
22.4%
IWB

iShares Russell 1000 ETF

iShares · US Large Cap

87composite / 100
Expense ratio
0.15%
Net assets
$48.82B
TTM yield
0.91%
Top-10 conc.
33.4%

Sub-score comparison

75
Cost
85
88
Tax efficiency
89
100
Liquidity
100
82
Concentration
67
Tracking quality
FNDXsub-scoreIWB

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IWB is 10 bps cheaper than FNDX. On a $100,000 position that's about $100/yr more in fees for FNDX.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with FNDX vs IWB.

Top shared holdings

643 shared in total
#HoldingIn FNDXIn IWBOverlap
1Apple Inc4.63%6.03%4.63%
2Alphabet Inc2.38%3.00%2.38%
3Microsoft Corp2.32%3.99%2.32%
4Alphabet Inc1.89%2.42%1.89%
5Amazon.com Inc1.85%3.33%1.85%
6Micron Technology Inc1.59%1.87%1.59%
7Berkshire Hathaway Inc1.41%1.34%1.34%
8JPMorgan Chase & Co1.38%1.26%1.26%
9Meta Platforms Inc1.24%1.78%1.24%
10Intel Corp2.57%0.88%0.88%
11Johnson & Johnson0.97%0.88%0.88%
12Exxon Mobil Corp2.28%0.82%0.82%

Only in FNDX

91 total
  • Seagate Technology Holdings PLC0.29%
  • Honeywell International Inc0.29%
  • Lumen Technologies Inc0.22%
  • TE Connectivity PLC0.11%
  • PBF Energy Inc0.10%
  • DuPont de Nemours Inc0.09%
  • State Street Institutional US Government Money Market Fund0.07%
  • Kohl's Corp0.06%
  • United Natural Foods Inc0.06%
  • Vishay Intertechnology Inc0.06%

Only in IWB

381 total
  • PALANTIR TECHNOLOGIES INC.0.37%
  • CROWDSTRIKE HOLDINGS, INC.0.28%
  • APPLOVIN CORPORATION0.18%
  • SPACE EXPLORATION TECHNOLOGIES CORP.0.13%
  • SNOWFLAKE INC.0.12%
  • DATADOG, INC.0.12%
  • BLOOM ENERGY CORPORATION0.12%
  • CLOUDFLARE, INC.0.11%
  • ROBINHOOD MARKETS, INC.0.11%
  • Astera Labs, Inc0.11%

Open FNDX or IWB 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 methodologyand 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.