ETF comparison

IWMvsSCHA

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 roughly56.1%of each dollar exposed to the same underlying securities.

IWM only 60.7%Shared 56.1%SCHA only 43.8%
In IWM only
630 positions
Shared
1,385 positions
In SCHA only
321 positions

Side by side

IWM

iShares Russell 2000 ETF

iShares · US Small Cap

88composite / 100
Expense ratio
0.19%
Net assets
$80.46B
TTM yield
0.92%
Top-10 conc.
20.1%
SCHA

Schwab U.S. Small-Cap ETF

Schwab · US Small Cap

96composite / 100
Expense ratio
0.030%
Net assets
$22.65B
TTM yield
1.06%
Top-10 conc.
11.8%

Sub-score comparison

81
Cost
97
89
Tax efficiency
88
100
Liquidity
100
86
Concentration
97
Tracking quality
IWMsub-scoreSCHA

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IWM vs SCHA.

Top shared holdings

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

Only in IWM

630 total
  • BlackRock Funds III17.02%
  • 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 SE0.13%
  • Marex Group plc0.12%

Only in SCHA

321 total
  • Sandisk Corp/DE5.28%
  • Lumentum Holdings Inc1.29%
  • Revolution Medicines Inc0.65%
  • Sterling Infrastructure Inc0.56%
  • ATI Inc0.50%
  • MACOM Technology Solutions Holdings Inc0.50%
  • Nextpower Inc0.49%
  • MKS Inc0.46%
  • Coeur Mining Inc0.42%
  • TTM Technologies Inc0.38%

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 methodologyand 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.