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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
56.1 %

1,385 positions appear in both funds. Buying equal dollars of IWM and SCHA would leave roughly 56.1% of each dollar exposed to the same underlying securities.

IWM unmatched 43.7% Shared 56.1% SCHA unmatched 43.7%

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 IWM only
629 positions
Shared
1,385 positions
In SCHA only
320 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$78.04B
TTM yield
0.99%
Top-10 conc.
3.4%
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

81
Cost
97
89
Tax efficiency
88
100
Liquidity
100
100
Concentration
99
—
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

1,385 shared in total
# Holding In IWM In SCHA Overlap
1 Hut 8 Corp. 0.37% 0.25% 0.25%
2 D-Wave Quantum, Inc. 0.27% 0.23% 0.23%
3 Viasat, Inc. 0.35% 0.23% 0.23%
4 Lumen Technologies, Inc. 0.23% 0.22% 0.22%
5 Moog, Inc. 0.38% 0.22% 0.22%
6 Cytokinetics, Inc. 0.35% 0.21% 0.21%
7 UMB Financial Corp. 0.33% 0.20% 0.20%
8 Argan, Inc. 0.34% 0.20% 0.20%
9 CareTrust REIT, Inc. 0.28% 0.19% 0.19%
10 Praxis Precision Medicines, Inc. 0.26% 0.19% 0.19%
11 Riot Platforms, Inc. 0.30% 0.18% 0.18%
12 FirstCash Holdings, Inc. 0.28% 0.18% 0.18%

Only in IWM

629 total
  • JFrog Ltd. 0.31%
  • SSR Mining, Inc. 0.20%
  • Joby Aviation, Inc. 0.19%
  • Xenon Pharmaceuticals, Inc. 0.18%
  • Golar LNG Ltd. 0.15%
  • Brookfield Infrastructure Corp. 0.15%
  • AXT, Inc. 0.14%
  • Constellium SE 0.13%
  • Marex Group plc 0.12%
  • Energy Fuels, Inc. 0.11%

Only in SCHA

320 total
  • Sandisk Corp/DE 5.28%
  • Lumentum Holdings Inc 1.29%
  • Revolution Medicines Inc 0.65%
  • Sterling Infrastructure Inc 0.56%
  • ATI Inc 0.50%
  • MACOM Technology Solutions Holdings Inc 0.50%
  • Nextpower Inc 0.49%
  • MKS Inc 0.46%
  • Coeur Mining Inc 0.42%
  • TTM Technologies Inc 0.38%

Percentages are holdings overlap with the named fund.

Open IWM 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.