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ETF comparison

IWM vs SCHA

Both US Small Cap.

iShares Russell 2000 ETF · Schwab U.S. Small-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
64.4 %

1,395 positions appear in both funds. Buying equal dollars of IWM and SCHA would leave roughly 64.4% of each dollar exposed to the same underlying securities.

IWM only 49.7% Shared 64.4% SCHA only 35.3%
In IWM only
549 positions
Shared
1,395 positions
In SCHA only
326 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.19%
Net assets
$82.97B
TTM yield
0.90%
Top-10 conc.
19.5%
SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$24.16B
TTM yield
1.03%
Top-10 conc.
7.7%

Sub-score comparison

81
Cost
97
89
Tax efficiency
88
100
Liquidity
100
86
Concentration
100
—
Tracking quality
—
IWM sub-score SCHA

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

Cost difference

SCHA is 16 bps cheaper than IWM. On a $100,000 position that's about $160/yr more in fees for IWM.

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 IWM vs SCHA.

Top shared holdings

1,395 shared in total
# Holding In IWM In SCHA Overlap
1 Coeur Mining, Inc. 0.65% 0.41% 0.41%
2 Hecla Mining Co. 0.40% 0.39% 0.39%
3 Nextpower, Inc. 0.60% 0.36% 0.36%
4 EchoStar Corp. 0.54% 0.36% 0.36%
5 Sterling Infrastructure, Inc. 0.41% 0.31% 0.31%
6 Advanced Energy Industries, Inc. 0.41% 0.30% 0.30%
7 Ensign Group, Inc. (The) 0.38% 0.29% 0.29%
8 Dycom Industries, Inc. 0.34% 0.28% 0.28%
9 Guardant Health, Inc. 0.39% 0.28% 0.28%
10 Modine Manufacturing Co. 0.39% 0.28% 0.28%
11 SPX Technologies, Inc. 0.33% 0.26% 0.26%
12 Bridgebio Pharma, Inc. 0.40% 0.26% 0.26%

Only in IWM

549 total
  • BlackRock Funds III 14.24%
  • Bloom Energy Corp. 1.01%
  • Fabrinet 0.64%
  • Credo Technology Group Holding Ltd. 0.51%
  • Kratos Defense & Security Solutions, Inc. 0.43%
  • IonQ, Inc. 0.34%
  • AeroVironment, Inc. 0.24%
  • Oklo, Inc. 0.21%
  • SSR Mining, Inc. 0.20%
  • BlackRock Funds III 0.19%

Only in SCHA

326 total
  • Sandisk Corp/DE 2.19%
  • Lumentum Holdings Inc 1.16%
  • ATI Inc 0.52%
  • Revolution Medicines Inc 0.43%
  • Rocket Cos Inc 0.41%
  • MKS Inc 0.38%
  • MACOM Technology Solutions Holdings Inc 0.37%
  • Pinnacle Financial Partners Inc 0.32%
  • Ionis Pharmaceuticals Inc 0.31%
  • Mueller Industries Inc 0.31%

Open IWM or SCHA at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.