ETF comparison
IWN vs SCHD
US Small Cap vs Dividend.
iShares Russell 2000 Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
29 positions appear in both funds. Buying equal dollars of IWN and SCHD would leave roughly 1.0% 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
SCHD is 18 bps cheaper than IWN. On a $100,000 position that's about $180/yr more in fees for IWN.
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 IWN vs SCHD.
Top shared holdings
29 shared in total| # | Holding | In IWN | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Murphy Oil Corp. | 0.29% | 0.12% | 0.12% |
| 2 | Korn Ferry | 0.23% | 0.09% | 0.09% |
| 3 | CVB Financial Corp. | 0.23% | 0.07% | 0.07% |
| 4 | Artisan Partners Asset Management, Inc. | 0.06% | 0.07% | 0.06% |
| 5 | Banner Corp. | 0.13% | 0.06% | 0.06% |
| 6 | OFG Bancorp | 0.13% | 0.05% | 0.05% |
| 7 | National Bank Holdings Corp. | 0.11% | 0.05% | 0.05% |
| 8 | S&T Bancorp, Inc. | 0.11% | 0.04% | 0.04% |
| 9 | Federal Agricultural Mortgage Corp. | 0.11% | 0.04% | 0.04% |
| 10 | German American Bancorp, Inc. | 0.12% | 0.04% | 0.04% |
| 11 | City Holding Co. | 0.04% | 0.05% | 0.04% |
| 12 | Flowers Foods, Inc. | 0.10% | 0.04% | 0.04% |
Only in IWN
1,393 total- Viasat, Inc. 0.74%
- Cytokinetics, Inc. 0.65%
- UMB Financial Corp. 0.62%
- CareTrust REIT, Inc. 0.59%
- Terex Corp. 0.54%
- Old National Bancorp 0.52%
- JBT Marel Corp. 0.50%
- Lumen Technologies, Inc. 0.48%
- Terreno Realty Corp. 0.45%
- Taylor Morrison Home Corp. 0.44%
Only in SCHD
70 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 IWN
- IWN vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 0.9%
- IWN vs DGRO · iShares Core Dividend Growth ETF 0.7%
- IWN vs IVV · iShares Core S&P 500 ETF 0.0%
- IWN vs IWD · iShares Russell 1000 Value ETF 0.0%
- IWN vs IWF · iShares Russell 1000 Growth ETF 0.0%
- IWN vs QQQ · Invesco QQQ Trust 0.0%
More comparisons with SCHD
- SCHD vs FELG · Fidelity Enhanced Large Cap Growth ETF 0.9%
- SCHD vs IUSG · iShares Core S&P U.S. Growth ETF 0.8%
- SCHD vs SPYG · State Street SPDR Portfolio S&P 500 Growth ETF 0.8%
- SCHD vs IVW · iShares S&P 500 Growth ETF 0.8%
- SCHD vs VUG · Vanguard Morningstar Growth ETF 0.8%
- SCHD vs VOOG · Vanguard S&P 500 Growth Index Fund ETF Shares 0.7%
Percentages are holdings overlap with the named fund.
Open IWN 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.