ETF comparison
IWD vs SCHB
US Value vs US Total Market.
iShares Russell 1000 Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
828 positions appear in both funds. Buying equal dollars of IWD and SCHB would leave roughly 56.4% 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
SCHB 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 SCHB.
Top shared holdings
828 shared in total| # | Holding | In IWD | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.26% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 4.57% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.62% | 3.62% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.19% | 1.19% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.10% | 1.10% |
| 6 | EXXON MOBIL CORPORATION | 1.59% | 0.83% | 0.83% |
| 7 | JOHNSON & JOHNSON | 1.71% | 0.74% | 0.74% |
| 8 | INTEL CORPORATION | 1.72% | 0.74% | 0.74% |
| 9 | WALMART INC. | 1.27% | 0.69% | 0.69% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 0.65% | 0.65% |
| 11 | META PLATFORMS, INC. | 0.63% | 1.89% | 0.63% |
| 12 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.58% | 0.58% |
Only in IWD
42 total- HONEYWELL INTERNATIONAL INCORPORATION 0.20%
- HONEYWELL AEROSPACE INC. 0.20%
- SUNBELT RENTALS HOLDINGS, INC. 0.09%
- DUPONT DE NEMOURS, INC. 0.05%
- FEDEX FREIGHT HOLDING COMPANY, INC. 0.05%
- IREN LIMITED 0.04%
- SOUTHERN COPPER CORPORATION 0.03%
- GLOBALFOUNDRIES INC. 0.03%
- Restaurant Brands International Inc. 0.03%
- GFL ENVIRONMENTAL INC. 0.03%
Only in SCHB
1,577 total- NVIDIA Corp 7.02%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Tesla Inc 1.68%
- Micron Technology Inc 1.49%
- Eli Lilly & Co 1.20%
- Advanced Micro Devices Inc 1.15%
- Visa Inc 0.75%
- Caterpillar Inc 0.56%
Related comparisons
More comparisons with IWD
- IWD vs DFAC · U.S. Core Equity 2 Portfolio-ETF Class Shares 56.3%
- IWD vs DLN · WisdomTree U.S. LargeCap Dividend Fund 56.0%
- IWD vs VV · Vanguard Morningstar Large-Cap ETF 55.6%
- IWD vs DFUV · Dimensional US Marketwide Value ETF 55.2%
- IWD vs SPY · State Street SPDR S&P 500 ETF Trust 54.8%
- IWD vs AVUS · Avantis US Equity ETF 54.5%
More comparisons with SCHB
- SCHB vs XLG · Invesco S&P 500 Top 50 ETF 56.2%
- SCHB vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 55.8%
- SCHB vs DTD · WisdomTree U.S. Total Dividend Fund 55.5%
- SCHB vs IUSV · iShares Core S&P U.S. Value ETF 55.4%
- SCHB vs IWF · iShares Russell 1000 Growth ETF 54.5%
- SCHB vs SUSA · iShares ESG Optimized MSCI USA ETF 54.2%
Percentages are holdings overlap with the named fund.
Open IWD or SCHB 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.