ETF comparison
IWM vs SCHX
US Small Cap vs US Large Cap.
Holdings overlap
2 positions appear in both funds. Buying equal dollars of IWM and SCHX 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
SCHX 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 SCHX.
Top shared holdings
2 shared in total| # | Holding | In IWM | In SCHX | Overlap |
|---|---|---|---|---|
| 1 | Joby Aviation, Inc. | 0.19% | 0.01% | 0.01% |
| 2 | Versigent plc | 0.09% | 0.00% | 0.00% |
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 SCHX
746 total- NVIDIA Corp 7.50%
- Apple Inc 6.69%
- Microsoft Corp 4.88%
- Amazon.com Inc 3.86%
- Alphabet Inc 3.24%
- Broadcom Inc 3.10%
- Alphabet Inc 2.57%
- Meta Platforms Inc 2.02%
- Tesla Inc 1.79%
- Micron Technology Inc 1.60%
Related comparisons
More comparisons with IWM
- 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%
- IWM vs CGGR · Capital Group Growth ETF 0.0%
- IWM vs CGUS · Capital Group Core Equity ETF 0.0%
More comparisons with SCHX
- SCHX vs VONE · Vanguard Russell 1000 Index Fund ETF Shares 96.8%
- SCHX vs SCHB · Schwab U.S. Broad Market ETF 93.4%
- SCHX vs IWB · iShares Russell 1000 ETF 92.2%
- SCHX vs SPYM · State Street SPDR Portfolio S&P 500 ETF 91.9%
- SCHX vs VOO · Vanguard S&P 500 ETF 91.9%
- SCHX vs IVV · iShares Core S&P 500 ETF 91.9%
Percentages are holdings overlap with the named fund.
Open IWM or SCHX 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.