ETF comparison
IWB vs SCHD
US Large Cap vs Dividend.
Holdings overlap
63 positions appear in both funds. Buying equal dollars of IWB and SCHD would leave roughly 7.3% 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
SCHD is 9 bps cheaper than IWB. On a $100,000 position that's about $90/yr more in fees for IWB.
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 IWB vs SCHD.
Top shared holdings
63 shared in total| # | Holding | In IWB | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INCORPORATED | 0.54% | 5.09% | 0.54% |
| 2 | THE HOME DEPOT, INC. | 0.51% | 3.36% | 0.51% |
| 3 | THE PROCTER & GAMBLE COMPANY | 0.49% | 3.55% | 0.49% |
| 4 | MERCK & CO., INC. | 0.46% | 3.86% | 0.46% |
| 5 | THE COCA-COLA COMPANY | 0.46% | 3.96% | 0.46% |
| 6 | CHEVRON CORPORATION | 0.44% | 3.83% | 0.44% |
| 7 | TEXAS INSTRUMENTS INCORPORATED | 0.39% | 5.90% | 0.39% |
| 8 | AMGEN INC. | 0.28% | 3.47% | 0.28% |
| 9 | QUALCOMM INCORPORATED | 0.28% | 6.74% | 0.28% |
| 10 | Pepsico, Inc. | 0.27% | 3.44% | 0.27% |
| 11 | VERIZON COMMUNICATIONS INC. | 0.26% | 3.65% | 0.26% |
| 12 | ABBOTT LABORATORIES | 0.23% | 2.96% | 0.23% |
Only in IWB
961 total- NVIDIA CORPORATION 6.72%
- APPLE INC. 6.03%
- MICROSOFT CORPORATION 3.99%
- AMAZON.COM, INC. 3.33%
- ALPHABET INC. 3.00%
- BROADCOM INC. 2.53%
- ALPHABET INC. 2.42%
- MICRON TECHNOLOGY, INC. 1.87%
- META PLATFORMS, INC. 1.78%
- TESLA, INC. 1.77%
Only in SCHD
36 total- Autoliv Inc 0.22%
- Erie Indemnity Co 0.14%
- Moelis & Co 0.13%
- Murphy Oil Corp 0.12%
- Federated Hermes Inc 0.10%
- Korn Ferry 0.09%
- Artisan Partners Asset Management Inc 0.07%
- CVB Financial Corp 0.07%
- Marzetti Company/The 0.06%
- Banner Corp 0.06%
Related comparisons
More comparisons with IWB
- IWB vs IJH · iShares Core S&P Mid-Cap ETF 4.6%
- IWB vs IJR · iShares Core S&P Small-Cap ETF 0.4%
- IWB vs IWM · iShares Russell 2000 ETF 0.0%
- IWB vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 94.8%
- IWB vs VTI · Vanguard Morningstar Total Stock Market ETF 94.8%
- IWB vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 93.9%
More comparisons with SCHD
- SCHD vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 7.2%
- SCHD vs SCHB · Schwab U.S. Broad Market ETF 7.1%
- SCHD vs XLG · Invesco S&P 500 Top 50 ETF 7.1%
- SCHD vs ESGV · Vanguard ESG U.S. Stock ETF 7.0%
- SCHD vs IWV · iShares Russell 3000 ETF 7.0%
- SCHD vs VTI · Vanguard Morningstar Total Stock Market ETF 7.0%
Percentages are holdings overlap with the named fund.
Open IWB or SCHD 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.