ETF comparison
IWD vs SCHA
US Value vs US Small Cap.
Holdings overlap
206 positions appear in both funds. Buying equal dollars of IWD and SCHA would leave roughly 3.2% 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
SCHA is 15 bps cheaper than IWD. On a $100,000 position that's about $150/yr more in fees for IWD.
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 IWD vs SCHA.
Top shared holdings
206 shared in total| # | Holding | In IWD | In SCHA | Overlap |
|---|---|---|---|---|
| 1 | MKS, INCORPORATED. | 0.08% | 0.46% | 0.08% |
| 2 | NEXTPOWER INC. | 0.05% | 0.49% | 0.05% |
| 3 | COEUR MINING, INC. | 0.05% | 0.42% | 0.05% |
| 4 | ROCKET COMPANIES, INC. | 0.04% | 0.30% | 0.04% |
| 5 | ONTO INNOVATION INC. | 0.04% | 0.27% | 0.04% |
| 6 | Pinnacle Financial Partners, Inc. | 0.04% | 0.31% | 0.04% |
| 7 | MUELLER INDUSTRIES, INC. | 0.04% | 0.30% | 0.04% |
| 8 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. | 0.03% | 0.24% | 0.03% |
| 9 | SPX TECHNOLOGIES, INC. | 0.03% | 0.23% | 0.03% |
| 10 | LITTELFUSE, INC. | 0.03% | 0.25% | 0.03% |
| 11 | VALMONT INDUSTRIES, INC. | 0.03% | 0.22% | 0.03% |
| 12 | ELEMENT SOLUTIONS INC | 0.03% | 0.20% | 0.03% |
Only in IWD
664 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in SCHA
1,499 total- Sandisk Corp/DE 5.28%
- Lumentum Holdings Inc 1.29%
- Revolution Medicines Inc 0.65%
- Sterling Infrastructure Inc 0.56%
- ATI Inc 0.50%
- MACOM Technology Solutions Holdings Inc 0.50%
- SiTime Corp 0.33%
- Rambus Inc 0.33%
- Modine Manufacturing Co 0.31%
- Planet Labs PBC 0.30%
Related comparisons
More comparisons with IWD
- IWD vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 3.0%
- IWD vs CALF · Pacer US Small Cap Cash Cows 100 ETF 1.5%
- IWD vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1%
- IWD vs AVUV · Avantis US Small Cap Value ETF 1.0%
- IWD vs IJR · iShares Core S&P Small-Cap ETF 0.7%
- IWD vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7%
More comparisons with SCHA
- SCHA vs IWF · iShares Russell 1000 Growth ETF 2.8%
- SCHA vs SCHD · Schwab U.S. Dividend Equity ETF 2.1%
- SCHA vs DGRO · iShares Core Dividend Growth ETF 2.1%
- SCHA vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 2.0%
- SCHA vs QQQ · Invesco QQQ Trust 1.7%
- SCHA vs VUG · Vanguard Morningstar Growth ETF 1.2%
Percentages are holdings overlap with the named fund.
Open IWD or SCHA 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.