ETF comparison
IWD vs SCHK
US Value vs US Total Market.
Holdings overlap
757 positions appear in both funds. Buying equal dollars of IWD and SCHK would leave roughly 57.7% 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
SCHK 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 SCHK.
Top shared holdings
757 shared in total| # | Holding | In IWD | In SCHK | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.51% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 4.75% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.75% | 3.75% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.24% | 1.24% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.15% | 1.15% |
| 6 | EXXON MOBIL CORPORATION | 1.59% | 0.86% | 0.86% |
| 7 | JOHNSON & JOHNSON | 1.71% | 0.77% | 0.77% |
| 8 | INTEL CORPORATION | 1.72% | 0.76% | 0.76% |
| 9 | WALMART INC. | 1.27% | 0.72% | 0.72% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 0.68% | 0.68% |
| 11 | META PLATFORMS, INC. | 0.63% | 1.96% | 0.63% |
| 12 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.60% | 0.60% |
Only in IWD
113 total- HONEYWELL INTERNATIONAL INCORPORATION 0.20%
- HONEYWELL AEROSPACE INC. 0.20%
- SUNBELT RENTALS HOLDINGS, INC. 0.09%
- DUPONT DE NEMOURS, INC. 0.05%
- MEDLINE INC. 0.05%
- FEDEX FREIGHT HOLDING COMPANY, INC. 0.05%
- ONTO INNOVATION INC. 0.04%
- IREN LIMITED 0.04%
- SOUTHERN COPPER CORPORATION 0.03%
- Restaurant Brands International Inc. 0.03%
Only in SCHK
229 total- NVIDIA Corp 7.29%
- Alphabet Inc 3.14%
- Broadcom Inc 3.01%
- Alphabet Inc 2.50%
- Tesla Inc 1.74%
- Micron Technology Inc 1.55%
- Eli Lilly & Co 1.24%
- Advanced Micro Devices Inc 1.19%
- Visa Inc 0.78%
- Caterpillar Inc 0.58%
Related comparisons
More comparisons with IWD
- IWD vs SPYM · State Street SPDR Portfolio S&P 500 ETF 57.2%
- IWD vs IVV · iShares Core S&P 500 ETF 57.2%
- IWD vs IWV · iShares Russell 3000 ETF 57.2%
- IWD vs VOO · Vanguard S&P 500 ETF 57.1%
- IWD vs DFUS · Dimensional U.S. Equity Market ETF 56.8%
- IWD vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 56.8%
More comparisons with SCHK
- SCHK vs IWF · iShares Russell 1000 Growth ETF 56.2%
- SCHK vs SUSA · iShares ESG Optimized MSCI USA ETF 55.8%
- SCHK vs VUG · Vanguard Morningstar Growth ETF 55.6%
- SCHK vs QQQ · Invesco QQQ Trust 51.3%
- SCHK vs DSI · iShares ESG MSCI KLD 400 ETF 50.1%
- SCHK vs DGRO · iShares Core Dividend Growth ETF 40.0%
Percentages are holdings overlap with the named fund.
Open IWD or SCHK 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.