ETF comparison
IWD vs SCHX
US Value vs US Large Cap.
Holdings overlap
622 positions appear in both funds. Buying equal dollars of IWD and SCHX would leave roughly 57.8% 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
SCHX 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 SCHX.
Top shared holdings
622 shared in total| # | Holding | In IWD | In SCHX | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC. | 5.37% | 6.69% | 5.37% |
| 2 | MICROSOFT CORPORATION | 3.88% | 4.88% | 3.88% |
| 3 | AMAZON.COM, INC. | 5.93% | 3.86% | 3.86% |
| 4 | BERKSHIRE HATHAWAY INC. | 2.61% | 1.27% | 1.27% |
| 5 | JPMORGAN CHASE & CO. | 2.45% | 1.18% | 1.18% |
| 6 | EXXON MOBIL CORPORATION | 1.59% | 0.89% | 0.89% |
| 7 | JOHNSON & JOHNSON | 1.71% | 0.79% | 0.79% |
| 8 | INTEL CORPORATION | 1.72% | 0.79% | 0.79% |
| 9 | WALMART INC. | 1.27% | 0.74% | 0.74% |
| 10 | CISCO SYSTEMS, INC. | 1.30% | 0.70% | 0.70% |
| 11 | META PLATFORMS, INC. | 0.63% | 2.02% | 0.63% |
| 12 | COSTCO WHOLESALE CORPORATION | 0.65% | 0.62% | 0.62% |
Only in IWD
248 total- HONEYWELL INTERNATIONAL INCORPORATION 0.20%
- HONEYWELL AEROSPACE INC. 0.20%
- SUNBELT RENTALS HOLDINGS, INC. 0.09%
- MKS, INCORPORATED. 0.08%
- DUPONT DE NEMOURS, INC. 0.05%
- NEXTPOWER INC. 0.05%
- COEUR MINING, INC. 0.05%
- FEDEX FREIGHT HOLDING COMPANY, INC. 0.05%
- ROCKET COMPANIES, INC. 0.04%
- ONTO INNOVATION INC. 0.04%
Only in SCHX
126 total- NVIDIA Corp 7.50%
- Alphabet Inc 3.24%
- Broadcom Inc 3.10%
- Alphabet Inc 2.57%
- Tesla Inc 1.79%
- Micron Technology Inc 1.60%
- Eli Lilly & Co 1.28%
- Advanced Micro Devices Inc 1.23%
- Visa Inc 0.80%
- Caterpillar Inc 0.60%
Related comparisons
More comparisons with IWD
More comparisons with SCHX
- SCHX vs VUG · Vanguard Morningstar Growth ETF 56.8%
- SCHX vs IWF · iShares Russell 1000 Growth ETF 56.4%
- SCHX vs QQQ · Invesco QQQ Trust 52.1%
- SCHX vs CGUS · Capital Group Core Equity ETF 43.7%
- SCHX vs RSP · Invesco S&P 500 Equal Weight ETF 41.5%
- SCHX vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 40.6%
Percentages are holdings overlap with the named fund.
Open IWD or SCHX 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.