ETF comparison

FNDX vs IWB

Both US Large Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
63.4 %

631 positions appear in both funds. Buying equal dollars of FNDX and IWB would leave roughly 63.4% of each dollar exposed to the same underlying securities.

FNDX only 36.4% Shared 63.4% IWB only 36.3%
In FNDX only
77 positions
Shared
631 positions
In IWB only
374 positions

Side by side

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab · US Large Cap

85 composite / 100
Expense ratio
0.25%
Net assets
$25.94B
TTM yield
1.46%
Top-10 conc.
19.9%
IWB

iShares Russell 1000 ETF

iShares · US Large Cap

87 composite / 100
Expense ratio
0.15%
Net assets
$48.33B
TTM yield
0.91%
Top-10 conc.
33.6%

Sub-score comparison

75
Cost
85
88
Tax efficiency
89
100
Liquidity
100
86
Concentration
66
Tracking quality
FNDX sub-score IWB

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with FNDX vs IWB.

Top shared holdings

631 shared in total
# Holding In FNDX In IWB Overlap
1 Apple Inc 4.03% 6.10% 4.03%
2 Alphabet Inc 2.19% 2.79% 2.19%
3 Microsoft Corp 2.01% 4.58% 2.01%
4 Alphabet Inc 1.76% 2.27% 1.76%
5 Berkshire Hathaway Inc 1.52% 1.47% 1.47%
6 JPMorgan Chase & Co 1.45% 1.33% 1.33%
7 Amazon.com Inc 1.31% 3.33% 1.31%
8 Meta Platforms Inc 1.21% 2.08% 1.21%
9 Exxon Mobil Corp 2.66% 1.20% 1.20%
10 Johnson & Johnson 1.23% 0.98% 0.98%
11 Walmart Inc 1.22% 0.90% 0.90%
12 Chevron Corp 1.64% 0.65% 0.65%

Only in FNDX

77 total
  • Seagate Technology Holdings PLC 0.19%
  • Lumen Technologies Inc 0.18%
  • TE Connectivity PLC 0.13%
  • PBF Energy Inc 0.10%
  • State Street Institutional US Government Money Market Fund 0.08%
  • Kohl's Corp 0.08%
  • Amcor PLC 0.08%
  • Paramount Skydance Corp 0.06%
  • World Kinect Corp 0.06%
  • Commercial Metals Co 0.05%

Only in IWB

374 total
  • PALANTIR TECHNOLOGIES INC. 0.53%
  • MEDTRONIC PUBLIC LIMITED COMPANY 0.19%
  • CROWDSTRIKE HOLDINGS, INC. 0.16%
  • VERTIV HOLDINGS CO 0.16%
  • APPLOVIN CORPORATION 0.16%
  • TRANE TECHNOLOGIES PLC 0.15%
  • SPOTIFY TECHNOLOGY S.A. 0.12%
  • CLOUDFLARE, INC. 0.11%
  • DOORDASH, INC. 0.09%
  • AIRBNB, INC. 0.09%

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 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.