ETF comparison
IWF vs SCHD
US Large Cap Growth vs Dividend.
iShares Russell 1000 Growth ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
15 positions appear in both funds. Buying equal dollars of IWF and SCHD would leave roughly 3.1% 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
SCHD is 12 bps cheaper than IWF. On a $100,000 position that's about $120/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 SCHD.
Top shared holdings
15 shared in total| # | Holding | In IWF | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | TEXAS INSTRUMENTS INCORPORATED | 0.80% | 5.90% | 0.80% |
| 2 | THE HOME DEPOT, INC. | 0.77% | 3.36% | 0.77% |
| 3 | AMGEN INC. | 0.41% | 3.47% | 0.41% |
| 4 | LOCKHEED MARTIN CORPORATION | 0.31% | 2.70% | 0.31% |
| 5 | BLACKSTONE INC. | 0.21% | 2.20% | 0.21% |
| 6 | FASTENAL COMPANY | 0.13% | 1.28% | 0.13% |
| 7 | THE COCA-COLA COMPANY | 0.11% | 3.96% | 0.11% |
| 8 | AUTOMATIC DATA PROCESSING, INC. | 0.10% | 2.25% | 0.10% |
| 9 | DARDEN RESTAURANTS, INC. | 0.07% | 0.59% | 0.07% |
| 10 | ARES MANAGEMENT CORPORATION | 0.06% | 0.67% | 0.06% |
| 11 | Pepsico, Inc. | 0.06% | 3.44% | 0.06% |
| 12 | KIMBERLY-CLARK CORPORATION | 0.03% | 0.81% | 0.03% |
Only in IWF
353 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 SCHD
84 total- QUALCOMM Inc 6.74%
- UnitedHealth Group Inc 5.09%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
- Bristol-Myers Squibb Co 2.93%
Related comparisons
More comparisons with IWF
- IWF vs FVD · First Trust Value Line Dividend Index Fund 2.9%
- IWF vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 2.8%
- IWF vs AVMV · Avantis U.S. Mid Cap Value ETF 2.8%
- IWF vs SCHA · Schwab U.S. Small-Cap ETF 2.8%
- IWF vs VFLO · Victoryshares Free Cash Flow ETF 2.7%
- IWF vs IWS · iShares Russell Mid-Cap Value ETF 2.6%
More comparisons with SCHD
- SCHD vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 3.0%
- SCHD vs SCHM · Schwab U.S. Mid-Cap ETF 3.0%
- SCHD vs IWP · iShares Russell Mid-Cap Growth ETF 3.0%
- SCHD vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.9%
- SCHD vs VB · Vanguard Morningstar Small-Cap ETF 2.8%
- SCHD vs SPHB · Invesco S&P 500 High Beta ETF 2.8%
Percentages are holdings overlap with the named fund.
Open IWF or SCHD 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.