ETF comparison
IWM vs SCHB
US Small Cap vs US Total Market.
Holdings overlap
1,362 positions appear in both funds. Buying equal dollars of IWM and SCHB would leave roughly 3.7% 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
SCHB 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 SCHB.
Top shared holdings
1,362 shared in total| # | Holding | In IWM | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Hut 8 Corp. | 0.37% | 0.02% | 0.02% |
| 2 | D-Wave Quantum, Inc. | 0.27% | 0.02% | 0.02% |
| 3 | Viasat, Inc. | 0.35% | 0.01% | 0.01% |
| 4 | Moog, Inc. | 0.38% | 0.01% | 0.01% |
| 5 | Lumen Technologies, Inc. | 0.23% | 0.01% | 0.01% |
| 6 | Cytokinetics, Inc. | 0.35% | 0.01% | 0.01% |
| 7 | Argan, Inc. | 0.34% | 0.01% | 0.01% |
| 8 | UMB Financial Corp. | 0.33% | 0.01% | 0.01% |
| 9 | Praxis Precision Medicines, Inc. | 0.26% | 0.01% | 0.01% |
| 10 | CareTrust REIT, Inc. | 0.28% | 0.01% | 0.01% |
| 11 | Riot Platforms, Inc. | 0.30% | 0.01% | 0.01% |
| 12 | Rigetti Computing, Inc. | 0.20% | 0.01% | 0.01% |
Only in IWM
652 total- JFrog Ltd. 0.31%
- SSR Mining, Inc. 0.20%
- 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%
- Keel Infrastructure Corp. 0.10%
Only in SCHB
1,043 total- NVIDIA Corp 7.02%
- Apple Inc 6.26%
- Microsoft Corp 4.57%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Meta Platforms Inc 1.89%
- Tesla Inc 1.68%
- Micron Technology Inc 1.49%
Related comparisons
More comparisons with IWM
- IWM vs DTD · WisdomTree U.S. Total Dividend Fund 3.3%
- IWM vs PRF · Invesco RAFI US 1000 ETF 3.3%
- IWM vs DFUS · Dimensional U.S. Equity Market ETF 3.2%
- IWM vs SDY · State Street SPDR S&P Dividend ETF 2.7%
- IWM vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.7%
- IWM vs AVMV · Avantis U.S. Mid Cap Value ETF 2.6%
More comparisons with SCHB
- SCHB vs DON · WisdomTree U.S. MidCap Dividend Fund 3.5%
- SCHB vs BBSC · JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.4%
- SCHB vs IJK · iShares S&P Mid-Cap 400 Growth ETF 3.2%
- SCHB vs IJJ · iShares S&P Mid-Cap 400 Value ETF 3.2%
- SCHB vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 2.9%
- SCHB vs IWO · iShares Russell 2000 Growth ETF 2.4%
Percentages are holdings overlap with the named fund.
Open IWM or SCHB 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.