ETF comparison
IWD vs SCHG
US Value vs US Large Cap Growth.
iShares Russell 1000 Value ETF · Schwab U.S. Large-Cap Growth ETF
Holdings overlap
121 positions appear in both funds. Buying equal dollars of IWD and SCHG would leave roughly 28.5% 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
SCHG is 14 bps cheaper than IWD. On a $100,000 position that's about $140/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 SCHG.
Top shared holdings
121 shared in total| # | Holding | In IWD | In SCHG | Overlap |
|---|---|---|---|---|
| 1 | AMAZON.COM, INC. | 5.93% | 5.67% | 5.67% |
| 2 | APPLE INC. | 5.37% | 9.83% | 5.37% |
| 3 | MICROSOFT CORPORATION | 3.88% | 7.17% | 3.88% |
| 4 | UNITEDHEALTH GROUP INCORPORATED | 1.05% | 1.20% | 1.05% |
| 5 | LINDE PUBLIC LIMITED COMPANY | 0.67% | 0.81% | 0.67% |
| 6 | COSTCO WHOLESALE CORPORATION | 0.65% | 1.48% | 0.65% |
| 7 | META PLATFORMS, INC. | 0.63% | 3.45% | 0.63% |
| 8 | THERMO FISHER SCIENTIFIC INCORPORATED | 0.52% | 0.65% | 0.52% |
| 9 | THE WALT DISNEY COMPANY | 0.48% | 0.63% | 0.48% |
| 10 | BLACKROCK, INC. | 0.41% | 0.52% | 0.41% |
| 11 | THE PROGRESSIVE CORPORATION | 0.36% | 0.39% | 0.36% |
| 12 | UBER TECHNOLOGIES, INC. | 0.36% | 0.51% | 0.36% |
Only in IWD
749 total- 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%
- ABBVIE INC. 1.15%
- BANK OF AMERICA CORPORATION 0.98%
- THE PROCTER & GAMBLE COMPANY 0.96%
Only in SCHG
72 total- NVIDIA Corp 11.01%
- Alphabet Inc 4.75%
- Broadcom Inc 4.55%
- Tesla Inc 3.91%
- Alphabet Inc 3.78%
- Eli Lilly & Co 3.05%
- Advanced Micro Devices Inc 2.93%
- Visa Inc 1.92%
- Mastercard Inc 1.40%
- Netflix Inc 1.27%
Related comparisons
More comparisons with IWD
- IWD vs CGUS · Capital Group Core Equity ETF 27.3%
- IWD vs QQQM · Invesco NASDAQ 100 ETF 27.3%
- IWD vs FVD · First Trust Value Line Dividend Index Fund 27.2%
- IWD vs QQQ · Invesco QQQ Trust 26.9%
- IWD vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 26.7%
- IWD vs CGDV · Capital Group Dividend Value ETF 25.4%
More comparisons with SCHG
- SCHG vs RPG · Invesco S&P 500 Pure Growth ETF 21.9%
- SCHG vs DGRO · iShares Core Dividend Growth ETF 18.3%
- SCHG vs VTV · Vanguard Morningstar Value ETF 11.3%
- SCHG vs VO · Vanguard Morningstar Mid-Cap ETF 11.0%
- SCHG vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 10.1%
- SCHG vs VB · Vanguard Morningstar Small-Cap ETF 3.7%
Percentages are holdings overlap with the named fund.
Open IWD or SCHG 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.