ETF comparison
IWM vs SCHV
US Small Cap vs US Value.
Holdings overlap
2 positions appear in both funds. Buying equal dollars of IWM and SCHV would leave roughly 0.0% 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
SCHV is 15 bps cheaper than IWM. On a $100,000 position that's about $150/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 SCHV.
Top shared holdings
2 shared in total| # | Holding | In IWM | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | Joby Aviation, Inc. | 0.19% | 0.02% | 0.02% |
| 2 | Versigent plc | 0.09% | 0.01% | 0.01% |
Only in IWM
2,012 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 SCHV
553 total- Micron Technology Inc 3.54%
- Berkshire Hathaway Inc 2.82%
- JPMorgan Chase & Co 2.62%
- Exxon Mobil Corp 1.97%
- Johnson & Johnson 1.76%
- Intel Corp 1.75%
- Walmart Inc 1.65%
- Cisco Systems Inc 1.54%
- Caterpillar Inc 1.32%
- Lam Research Corp 1.29%
Related comparisons
More comparisons with IWM
- IWM vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 0.0%
- IWM vs SCHX · Schwab U.S. Large-Cap ETF 0.0%
- IWM vs DFLV · Dimensional US Large Cap Value ETF 0.0%
- IWM vs ACWV · iShares MSCI Global Min Vol Factor ETF 0.0%
- IWM vs BBUS · JPMorgan BetaBuilders U.S. Equity ETF 0.0%
- IWM vs CGDV · Capital Group Dividend Value ETF 0.0%
More comparisons with SCHV
- SCHV vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 75.5%
- SCHV vs VTV · Vanguard Morningstar Value ETF 74.0%
- SCHV vs IWD · iShares Russell 1000 Value ETF 66.8%
- SCHV vs IUSV · iShares Core S&P U.S. Value ETF 66.2%
- SCHV vs VOOV · Vanguard S&P 500 Value Index Fund ETF Shares 65.7%
- SCHV vs SPYV · State Street SPDR Portfolio S&P 500 Value ETF 64.9%
Percentages are holdings overlap with the named fund.
Open IWM or SCHV 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.