ETF comparison
IWD vs SCHD
US Value vs Dividend.
iShares Russell 1000 Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
59 positions appear in both funds. Buying equal dollars of IWD and SCHD would leave roughly 11.2% 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
SCHD is 12 bps cheaper than IWD. On a $100,000 position that's about $120/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 SCHD.
Top shared holdings
59 shared in total| # | Holding | In IWD | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 5.09% | 1.05% |
| 2 | THE PROCTER & GAMBLE COMPANY | 0.96% | 3.55% | 0.96% |
| 3 | MERCK & CO., INC. | 0.89% | 3.86% | 0.89% |
| 4 | CHEVRON CORPORATION | 0.86% | 3.83% | 0.86% |
| 5 | THE COCA-COLA COMPANY | 0.78% | 3.96% | 0.78% |
| 6 | QUALCOMM INCORPORATED | 0.55% | 6.74% | 0.55% |
| 7 | VERIZON COMMUNICATIONS INC. | 0.50% | 3.65% | 0.50% |
| 8 | Pepsico, Inc. | 0.46% | 3.44% | 0.46% |
| 9 | ABBOTT LABORATORIES | 0.44% | 2.96% | 0.44% |
| 10 | CONOCOPHILLIPS | 0.36% | 3.51% | 0.36% |
| 11 | Altria Group, Inc. | 0.34% | 2.94% | 0.34% |
| 12 | BRISTOL-MYERS SQUIBB COMPANY | 0.33% | 2.93% | 0.33% |
Only in IWD
811 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 SCHD
40 total- Texas Instruments Inc 5.90%
- Lockheed Martin Corp 2.70%
- Ares Management Corp 0.67%
- Darden Restaurants Inc 0.59%
- 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%
Related comparisons
More comparisons with IWD
- IWD vs SPHB · Invesco S&P 500 High Beta ETF 10.9%
- IWD vs SCHM · Schwab U.S. Mid-Cap ETF 10.5%
- IWD vs VBR · Vanguard Morningstar Small-Cap Value ETF 10.0%
- IWD vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 9.5%
- IWD vs FDL · First Trust Morningstar Dividend Leaders Index Fund 9.4%
- IWD vs AVMV · Avantis U.S. Mid Cap Value ETF 9.4%
More comparisons with SCHD
- SCHD vs RPV · Invesco S&P 500 Pure Value ETF 11.2%
- SCHD vs USMV · iShares MSCI USA Min Vol Factor ETF 10.9%
- SCHD vs JQUA · JPMorgan U.S. Quality Factor ETF 10.6%
- SCHD vs FVD · First Trust Value Line Dividend Index Fund 10.4%
- SCHD vs VOE · Vanguard Morningstar Mid-Cap Value ETF 10.2%
- SCHD vs JAVA · JPMorgan Active Value ETF 10.1%
Percentages are holdings overlap with the named fund.
Open IWD 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.