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ETF comparison

IWM vs SCHK

US Small Cap vs US Total Market.

iShares Russell 2000 ETF · Schwab 1000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.6 %

77 positions appear in both funds. Buying equal dollars of IWM and SCHK would leave roughly 0.6% of each dollar exposed to the same underlying securities.

IWM unmatched 99.2% Shared 0.6% SCHK unmatched 99.3%

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
1,937 positions
Shared
77 positions
In SCHK only
909 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%
SCHK

Schwab 1000 ETF

Schwab · US Total Market

88 composite / 100
Expense ratio
0.030%
Net assets
$5.72B
TTM yield
1.05%
Top-10 conc.
36.2%

Sub-score comparison

81
Cost
97
89
Tax efficiency
88
100
Liquidity
89
100
Concentration
63
—
Tracking quality
—
IWM sub-score SCHK

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

Cost difference

SCHK 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 SCHK.

Top shared holdings

77 shared in total
# Holding In IWM In SCHK Overlap
1 D-Wave Quantum, Inc. 0.27% 0.02% 0.02%
2 Moog, Inc. 0.38% 0.01% 0.01%
3 Cytokinetics, Inc. 0.35% 0.01% 0.01%
4 UMB Financial Corp. 0.33% 0.01% 0.01%
5 CareTrust REIT, Inc. 0.28% 0.01% 0.01%
6 FirstCash Holdings, Inc. 0.28% 0.01% 0.01%
7 Ormat Technologies, Inc. 0.21% 0.01% 0.01%
8 Old National Bancorp 0.28% 0.01% 0.01%
9 Commercial Metals Co. 0.22% 0.01% 0.01%
10 StoneX Group, Inc. 0.27% 0.01% 0.01%
11 ESCO Technologies, Inc. 0.29% 0.01% 0.01%
12 HealthEquity, Inc. 0.24% 0.01% 0.01%

Only in IWM

1,937 total
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%
  • Krystal Biotech, Inc. 0.30%
  • Compass, Inc. 0.27%
  • Alkermes plc 0.27%

Only in SCHK

909 total
  • NVIDIA Corp 7.29%
  • Apple Inc 6.51%
  • Microsoft Corp 4.75%
  • Amazon.com Inc 3.75%
  • Alphabet Inc 3.14%
  • Broadcom Inc 3.01%
  • Alphabet Inc 2.50%
  • Meta Platforms Inc 1.96%
  • Tesla Inc 1.74%
  • Micron Technology Inc 1.55%

Percentages are holdings overlap with the named fund.

Open IWM or SCHK 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.