ETF comparison
IWM vs SCHD
US Small Cap vs Dividend.
Holdings overlap
33 positions appear in both funds. Buying equal dollars of IWM and SCHD would leave roughly 1.4% 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
SCHD is 13 bps cheaper than IWM. On a $100,000 position that's about $130/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 SCHD.
Top shared holdings
33 shared in total| # | Holding | In IWM | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Murphy Oil Corp. | 0.14% | 0.12% | 0.12% |
| 2 | Moelis & Co. | 0.12% | 0.13% | 0.12% |
| 3 | Korn Ferry | 0.11% | 0.09% | 0.09% |
| 4 | Artisan Partners Asset Management, Inc. | 0.07% | 0.07% | 0.07% |
| 5 | CVB Financial Corp. | 0.11% | 0.07% | 0.07% |
| 6 | Marzetti Co. (The) | 0.07% | 0.06% | 0.06% |
| 7 | Banner Corp. | 0.07% | 0.06% | 0.06% |
| 8 | OFG Bancorp | 0.06% | 0.05% | 0.05% |
| 9 | Cohen & Steers, Inc. | 0.07% | 0.05% | 0.05% |
| 10 | National Bank Holdings Corp. | 0.06% | 0.05% | 0.05% |
| 11 | City Holding Co. | 0.06% | 0.05% | 0.05% |
| 12 | Interparfums, Inc. | 0.06% | 0.04% | 0.04% |
Only in IWM
1,981 total- Moog, Inc. 0.38%
- Hut 8 Corp. 0.37%
- Viasat, Inc. 0.35%
- BrightSpring Health Services, Inc. 0.35%
- Cytokinetics, Inc. 0.35%
- MaxLinear, Inc. 0.34%
- Argan, Inc. 0.34%
- UMB Financial Corp. 0.33%
- JFrog Ltd. 0.31%
- Riot Platforms, Inc. 0.30%
Only in SCHD
66 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Related comparisons
More comparisons with IWM
- IWM vs FELG · Fidelity Enhanced Large Cap Growth ETF 1.2%
- IWM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 1.0%
- IWM vs DVY · iShares Select Dividend ETF 1.0%
- IWM vs DGRO · iShares Core Dividend Growth ETF 0.8%
- IWM vs IUSV · iShares Core S&P U.S. Value ETF 0.8%
- IWM vs LRGF · iShares U.S. Equity Factor ETF 0.7%
More comparisons with SCHD
- SCHD vs VTWO · Vanguard Russell 2000 Index Fund ETF Shares 1.3%
- SCHD vs AVUV · Avantis US Small Cap Value ETF 1.2%
- SCHD vs SCHG · Schwab U.S. Large-Cap Growth ETF 1.2%
- SCHD vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 1.2%
- SCHD vs IJR · iShares Core S&P Small-Cap ETF 1.1%
- SCHD vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 1.1%
Percentages are holdings overlap with the named fund.
Open IWM or SCHD 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.