Skip to main content

ETF comparison

IWF vs SCHX

US Large Cap Growth vs US Large Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
56.4 %

263 positions appear in both funds. Buying equal dollars of IWF and SCHX would leave roughly 56.4% of each dollar exposed to the same underlying securities.

IWF unmatched 43.5% Shared 56.4% SCHX unmatched 43.4%

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
105 positions
Shared
263 positions
In SCHX only
485 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%
SCHX

Schwab U.S. Large-Cap ETF

Schwab · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$73.85B
TTM yield
1.04%
Top-10 conc.
37.3%

Sub-score comparison

82
Cost
97
90
Tax efficiency
88
100
Liquidity
100
37
Concentration
61
—
Tracking quality
—
IWF sub-score SCHX

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

Cost difference

SCHX 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 SCHX.

Top shared holdings

263 shared in total
# Holding In IWF In SCHX Overlap
1 NVIDIA CORPORATION 13.83% 7.50% 7.50%
2 APPLE INC. 6.72% 6.69% 6.69%
3 MICROSOFT CORPORATION 4.11% 4.88% 4.11%
4 ALPHABET INC. 6.17% 3.24% 3.24%
5 BROADCOM INC. 5.21% 3.10% 3.10%
6 ALPHABET INC. 4.98% 2.57% 2.57%
7 META PLATFORMS, INC. 3.00% 2.02% 2.02%
8 TESLA, INC. 3.64% 1.79% 1.79%
9 MICRON TECHNOLOGY, INC. 3.86% 1.60% 1.60%
10 ELI LILLY AND COMPANY 2.84% 1.28% 1.28%
11 ADVANCED MICRO DEVICES, INC. 2.80% 1.23% 1.23%
12 VISA INC. 1.68% 0.80% 0.80%

Only in IWF

105 total
  • SANDISK CORPORATION 0.98%
  • SPACE EXPLORATION TECHNOLOGIES CORP. 0.24%
  • SPOTIFY TECHNOLOGY S.A. 0.21%
  • LUMENTUM HOLDINGS INC. 0.18%
  • Nu Holdings Ltd. 0.14%
  • ANGLOGOLD ASHANTI PLC 0.11%
  • REVOLUTION MEDICINES, INC. 0.11%
  • ATI INC 0.08%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 0.08%
  • STERLING INFRASTRUCTURE, INC. 0.07%

Only in SCHX

485 total
  • Berkshire Hathaway Inc 1.27%
  • JPMorgan Chase & Co 1.18%
  • Exxon Mobil Corp 0.89%
  • Johnson & Johnson 0.79%
  • Intel Corp 0.79%
  • Cisco Systems Inc 0.70%
  • UnitedHealth Group Inc 0.50%
  • Chevron Corp 0.50%
  • Procter & Gamble Co/The 0.49%
  • Goldman Sachs Group Inc/The 0.45%

Percentages are holdings overlap with the named fund.

Open IWF 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.