ETF comparison
IWM vs SCHM
US Small Cap vs US Mid Cap.
Holdings overlap
53 positions appear in both funds. Buying equal dollars of IWM and SCHM would leave roughly 5.0% 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
SCHM 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 SCHM.
Top shared holdings
53 shared in total| # | Holding | In IWM | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Cytokinetics, Inc. | 0.35% | 0.19% | 0.19% |
| 2 | UMB Financial Corp. | 0.33% | 0.17% | 0.17% |
| 3 | CareTrust REIT, Inc. | 0.28% | 0.17% | 0.17% |
| 4 | Commercial Metals Co. | 0.22% | 0.16% | 0.16% |
| 5 | Old National Bancorp | 0.28% | 0.15% | 0.15% |
| 6 | HealthEquity, Inc. | 0.24% | 0.14% | 0.14% |
| 7 | Fluor Corp. | 0.23% | 0.14% | 0.14% |
| 8 | Jackson Financial, Inc. | 0.19% | 0.14% | 0.14% |
| 9 | Joby Aviation, Inc. | 0.19% | 0.13% | 0.13% |
| 10 | JBT Marel Corp. | 0.24% | 0.13% | 0.13% |
| 11 | Zurn Elkay Water Solutions Corp. | 0.24% | 0.13% | 0.13% |
| 12 | Alkermes plc | 0.27% | 0.13% | 0.13% |
Only in IWM
1,961 total- Moog, Inc. 0.38%
- 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%
- ESCO Technologies, Inc. 0.29%
Only in SCHM
443 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Coherent Corp 1.26%
- Lumentum Holdings Inc 1.13%
- Flex Ltd 1.03%
- Steel Dynamics Inc 0.66%
- Revolution Medicines Inc 0.57%
- Tapestry Inc 0.55%
- Twilio Inc 0.54%
Related comparisons
More comparisons with IWM
- IWM vs DFAU · Dimensional US Core Equity Market ETF 4.4%
- IWM vs IWV · iShares Russell 3000 ETF 4.3%
- IWM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 4.2%
- IWM vs VTI · Vanguard Morningstar Total Stock Market ETF 4.2%
- IWM vs ONEQ · Fidelity Nasdaq Composite Index ETF 4.1%
- IWM vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 3.9%
More comparisons with SCHM
- SCHM vs IJR · iShares Core S&P Small-Cap ETF 4.7%
- SCHM vs IWF · iShares Russell 1000 Growth ETF 4.4%
- SCHM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 4.4%
- SCHM vs SCHD · Schwab U.S. Dividend Equity ETF 3.0%
- SCHM vs VOO · Vanguard S&P 500 ETF 2.7%
- SCHM vs SPYM · State Street SPDR Portfolio S&P 500 ETF 2.7%
Percentages are holdings overlap with the named fund.
Open IWM or SCHM 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.