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ETF comparison

IWF vs SCHA

US Large Cap Growth vs US Small Cap.

iShares Russell 1000 Growth ETF · Schwab U.S. Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
2.8 %

86 positions appear in both funds. Buying equal dollars of IWF and SCHA would leave roughly 2.8% of each dollar exposed to the same underlying securities.

IWF unmatched 97.1% Shared 2.8% SCHA unmatched 97.0%

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.

In IWF only
282 positions
Shared
86 positions
In SCHA only
1,619 positions

Side by side

IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$127.74B
TTM yield
0.36%
Top-10 conc.
54.3%
SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$21.68B
TTM yield
1.13%
Top-10 conc.
10.5%

Sub-score comparison

82
Cost
97
90
Tax efficiency
88
100
Liquidity
100
37
Concentration
99
—
Tracking quality
—
IWF sub-score SCHA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHA is 15 bps cheaper than IWF. On a $100,000 position that's about $150/yr more in fees for IWF.

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 IWF vs SCHA.

Top shared holdings

86 shared in total
# Holding In IWF In SCHA Overlap
1 SANDISK CORPORATION 0.98% 5.28% 0.98%
2 LUMENTUM HOLDINGS INC. 0.18% 1.29% 0.18%
3 REVOLUTION MEDICINES, INC. 0.11% 0.65% 0.11%
4 ATI INC 0.08% 0.50% 0.08%
5 MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 0.08% 0.50% 0.08%
6 STERLING INFRASTRUCTURE, INC. 0.07% 0.56% 0.07%
7 GUARDANT HEALTH, INC. 0.05% 0.35% 0.05%
8 SITIME CORPORATION 0.05% 0.33% 0.05%
9 TTM TECHNOLOGIES, INC. 0.05% 0.38% 0.05%
10 SEMTECH CORPORATION 0.04% 0.30% 0.04%
11 RAMBUS INC. 0.04% 0.33% 0.04%
12 SOLSTICE ADVANCED MATERIALS INC. 0.04% 0.28% 0.04%

Only in IWF

282 total
  • NVIDIA CORPORATION 13.83%
  • APPLE INC. 6.72%
  • ALPHABET INC. 6.17%
  • BROADCOM INC. 5.21%
  • ALPHABET INC. 4.98%
  • MICROSOFT CORPORATION 4.11%
  • MICRON TECHNOLOGY, INC. 3.86%
  • TESLA, INC. 3.64%
  • META PLATFORMS, INC. 3.00%
  • ELI LILLY AND COMPANY 2.84%

Only in SCHA

1,619 total
  • Nextpower Inc 0.49%
  • Coeur Mining Inc 0.42%
  • Mueller Industries Inc 0.30%
  • Rocket Cos Inc 0.30%
  • New York Times Co/The 0.26%
  • Hut 8 Corp 0.25%
  • Applied Digital Corp 0.25%
  • Littelfuse Inc 0.25%
  • Applied Industrial Technologies Inc 0.24%
  • D-Wave Quantum Inc 0.23%

Percentages are holdings overlap with the named fund.

Open IWF or SCHA 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.