ETF comparison
IWD vs SCHV
Both US Value.
iShares Russell 1000 Value ETF · Schwab U.S. Large-Cap Value ETF
Holdings overlap
501 positions appear in both funds. Buying equal dollars of IWD and SCHV would leave roughly 66.8% 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
SCHV 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 SCHV.
Top shared holdings
501 shared in total| # | Holding | In IWD | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC. | 2.61% | 2.82% | 2.61% |
| 2 | JPMORGAN CHASE & CO. | 2.45% | 2.62% | 2.45% |
| 3 | INTEL CORPORATION | 1.72% | 1.75% | 1.72% |
| 4 | JOHNSON & JOHNSON | 1.71% | 1.76% | 1.71% |
| 5 | EXXON MOBIL CORPORATION | 1.59% | 1.97% | 1.59% |
| 6 | CISCO SYSTEMS, INC. | 1.30% | 1.54% | 1.30% |
| 7 | WALMART INC. | 1.27% | 1.65% | 1.27% |
| 8 | ABBVIE INC. | 1.15% | 1.25% | 1.15% |
| 9 | BANK OF AMERICA CORPORATION | 0.98% | 1.11% | 0.98% |
| 10 | THE PROCTER & GAMBLE COMPANY | 0.96% | 1.08% | 0.96% |
| 11 | MERCK & CO., INC. | 0.89% | 0.96% | 0.89% |
| 12 | CHEVRON CORPORATION | 0.86% | 1.11% | 0.86% |
Only in IWD
369 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- LINDE PUBLIC LIMITED COMPANY 0.67%
- COSTCO WHOLESALE CORPORATION 0.65%
- META PLATFORMS, INC. 0.63%
- THERMO FISHER SCIENTIFIC INCORPORATED 0.52%
- THE WALT DISNEY COMPANY 0.48%
- BLACKROCK, INC. 0.41%
Only in SCHV
54 total- Micron Technology Inc 3.54%
- Caterpillar Inc 1.32%
- Lam Research Corp 1.29%
- Oracle Corp 1.24%
- Applied Materials Inc 1.16%
- Texas Instruments Inc 0.90%
- Seagate Technology Holdings PLC 0.62%
- Amphenol Corp 0.59%
- Western Digital Corp 0.58%
- Marvell Technology Inc 0.58%
Related comparisons
More comparisons with IWD
- IWD vs FNDX · Schwab Fundamental U.S. Large Company ETF 64.1%
- IWD vs VTV · Vanguard Morningstar Value ETF 64.0%
- IWD vs IWB · iShares Russell 1000 ETF 59.2%
- IWD vs DTD · WisdomTree U.S. Total Dividend Fund 58.8%
- IWD vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 58.5%
- IWD vs DFAU · Dimensional US Core Equity Market ETF 58.2%
More comparisons with SCHV
- SCHV vs IUSV · iShares Core S&P U.S. Value ETF 66.2%
- SCHV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 65.7%
- SCHV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 64.9%
- SCHV vs IVE · iShares S&P 500 Value ETF 64.9%
- SCHV vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 59.9%
- SCHV vs MGV · Vanguard Morningstar Mega Cap Value ETF 59.6%
Percentages are holdings overlap with the named fund.
Open IWD or SCHV 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.