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ETF comparison

IWB vs SCHX

Both US Large Cap.

iShares Russell 1000 ETF · Schwab U.S. Large-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
92.2 %

733 positions appear in both funds. Buying equal dollars of IWB and SCHX would leave roughly 92.2% of each dollar exposed to the same underlying securities.

IWB unmatched 7.7% Shared 92.2% SCHX unmatched 7.6%

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.

In IWB only
291 positions
Shared
733 positions
In SCHX only
15 positions

Side by side

IWB

iShares Russell 1000 ETF

iShares · US Large Cap

87 composite / 100
Expense ratio
0.15%
Net assets
$48.56B
TTM yield
0.92%
Top-10 conc.
33.4%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.85B
TTM yield
1.04%
Top-10 conc.
37.3%

Sub-score comparison

85
Cost
97
89
Tax efficiency
88
100
Liquidity
100
67
Concentration
61
—
Tracking quality
—
IWB sub-score SCHX

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

Cost difference

SCHX is 12 bps cheaper than IWB. On a $100,000 position that's about $120/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 SCHX.

Top shared holdings

733 shared in total
# Holding In IWB In SCHX Overlap
1 NVIDIA CORPORATION 6.72% 7.50% 6.72%
2 APPLE INC. 6.03% 6.69% 6.03%
3 MICROSOFT CORPORATION 3.99% 4.88% 3.99%
4 AMAZON.COM, INC. 3.33% 3.86% 3.33%
5 ALPHABET INC. 3.00% 3.24% 3.00%
6 BROADCOM INC. 2.53% 3.10% 2.53%
7 ALPHABET INC. 2.42% 2.57% 2.42%
8 META PLATFORMS, INC. 1.78% 2.02% 1.78%
9 TESLA, INC. 1.77% 1.79% 1.77%
10 MICRON TECHNOLOGY, INC. 1.87% 1.60% 1.60%
11 ELI LILLY AND COMPANY 1.38% 1.28% 1.28%
12 BERKSHIRE HATHAWAY INC. 1.34% 1.27% 1.27%

Only in IWB

291 total
  • SANDISK CORPORATION 0.48%
  • SPACE EXPLORATION TECHNOLOGIES CORP. 0.13%
  • SPOTIFY TECHNOLOGY S.A. 0.10%
  • HONEYWELL INTERNATIONAL INCORPORATION 0.10%
  • HONEYWELL AEROSPACE INC. 0.10%
  • LUMENTUM HOLDINGS INC. 0.09%
  • Nu Holdings Ltd. 0.07%
  • ANGLOGOLD ASHANTI PLC 0.06%
  • REVOLUTION MEDICINES, INC. 0.05%
  • SUNBELT RENTALS HOLDINGS, INC. 0.04%

Only in SCHX

15 total
  • Seagate Technology Holdings PLC 0.28%
  • Honeywell International Inc 0.22%
  • NXP Semiconductors NV 0.12%
  • TE Connectivity PLC 0.09%
  • Amrize Ltd 0.04%
  • DuPont de Nemours Inc 0.03%
  • Autoliv Inc 0.01%
  • Masimo Corp 0.01%
  • Joby Aviation Inc 0.01%
  • Cerebras Systems Inc 0.01%

Percentages are holdings overlap with the named fund.

Open IWB or SCHX 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.