ETF comparison

IWBvsSCHX

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 roughly92.2%of each dollar exposed to the same underlying securities.

IWB only 7.7%Shared 92.2%SCHX only 7.7%
In IWB only
291 positions
Shared
733 positions
In SCHX only
16 positions

Side by side

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%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91composite / 100
Expense ratio
0.030%
Net assets
$74.17B
TTM yield
1.01%
Top-10 conc.
37.3%

Sub-score comparison

85
Cost
97
89
Tax efficiency
88
100
Liquidity
100
67
Concentration
61
Tracking quality
IWBsub-scoreSCHX

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IWB vs SCHX.

Top shared holdings

733 shared in total
#HoldingIn IWBIn SCHXOverlap
1NVIDIA CORPORATION6.72%7.50%6.72%
2APPLE INC.6.03%6.69%6.03%
3MICROSOFT CORPORATION3.99%4.88%3.99%
4AMAZON.COM, INC.3.33%3.86%3.33%
5ALPHABET INC.3.00%3.24%3.00%
6BROADCOM INC.2.53%3.10%2.53%
7ALPHABET INC.2.42%2.57%2.42%
8META PLATFORMS, INC.1.78%2.02%1.78%
9TESLA, INC.1.77%1.79%1.77%
10MICRON TECHNOLOGY, INC.1.87%1.60%1.60%
11ELI LILLY AND COMPANY1.38%1.28%1.28%
12BERKSHIRE HATHAWAY INC.1.34%1.27%1.27%

Only in IWB

291 total
  • SANDISK CORPORATION0.48%
  • SPACE EXPLORATION TECHNOLOGIES CORP.0.13%
  • SPOTIFY TECHNOLOGY S.A.0.10%
  • HONEYWELL INTERNATIONAL INCORPORATION0.10%
  • HONEYWELL AEROSPACE INC.0.10%
  • LUMENTUM HOLDINGS INC.0.09%
  • Nu Holdings Ltd.0.07%
  • ANGLOGOLD ASHANTI PLC0.06%
  • REVOLUTION MEDICINES, INC.0.05%
  • SUNBELT RENTALS HOLDINGS, INC.0.04%

Only in SCHX

16 total
  • Seagate Technology Holdings PLC0.28%
  • Honeywell International Inc0.22%
  • NXP Semiconductors NV0.12%
  • TE Connectivity PLC0.09%
  • State Street Institutional US Government Money Market Fund0.06%
  • Amrize Ltd0.04%
  • DuPont de Nemours Inc0.03%
  • Autoliv Inc0.01%
  • Masimo Corp0.01%
  • Joby Aviation Inc0.01%

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 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.