ETF comparison
IWO vs SCHA
Both US Small Cap.
Holdings overlap
770 positions appear in both funds. Buying equal dollars of IWO and SCHA would leave roughly 32.4% 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
SCHA is 21 bps cheaper than IWO. On a $100,000 position that's about $210/yr more in fees for IWO.
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 IWO vs SCHA.
Top shared holdings
770 shared in total| # | Holding | In IWO | In SCHA | Overlap |
|---|---|---|---|---|
| 1 | Hut 8 Corp. | 0.38% | 0.25% | 0.25% |
| 2 | D-Wave Quantum, Inc. | 0.53% | 0.23% | 0.23% |
| 3 | Moog, Inc. | 0.73% | 0.22% | 0.22% |
| 4 | Argan, Inc. | 0.66% | 0.20% | 0.20% |
| 5 | Praxis Precision Medicines, Inc. | 0.51% | 0.19% | 0.19% |
| 6 | Riot Platforms, Inc. | 0.39% | 0.18% | 0.18% |
| 7 | FirstCash Holdings, Inc. | 0.53% | 0.18% | 0.18% |
| 8 | Rigetti Computing, Inc. | 0.37% | 0.18% | 0.18% |
| 9 | EnerSys | 0.49% | 0.18% | 0.18% |
| 10 | Core Scientific, Inc. | 0.42% | 0.18% | 0.18% |
| 11 | BrightSpring Health Services, Inc. | 0.68% | 0.17% | 0.17% |
| 12 | Krystal Biotech, Inc. | 0.58% | 0.17% | 0.17% |
Only in IWO
363 total- JFrog Ltd. 0.59%
- Joby Aviation, Inc. 0.36%
- Xenon Pharmaceuticals, Inc. 0.35%
- AXT, Inc. 0.27%
- Constellium SE 0.26%
- Energy Fuels, Inc. 0.22%
- Marex Group plc 0.17%
- SELLAS Life Sciences Group, Inc. 0.17%
- Kiniksa Pharmaceuticals International plc 0.17%
- Establishment Labs Holdings, Inc. 0.14%
Only in SCHA
935 total- Sandisk Corp/DE 5.28%
- Lumentum Holdings Inc 1.29%
- Revolution Medicines Inc 0.65%
- Sterling Infrastructure Inc 0.56%
- ATI Inc 0.50%
- MACOM Technology Solutions Holdings Inc 0.50%
- Nextpower Inc 0.49%
- MKS Inc 0.46%
- Coeur Mining Inc 0.42%
- TTM Technologies Inc 0.38%
Related comparisons
More comparisons with IWO
- IWO vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 28.3%
- IWO vs VBK · Vanguard Morningstar Small-Cap Growth ETF 20.7%
- IWO vs FNDA · Schwab Fundamental U.S. Small Company ETF 20.4%
- IWO vs IJS · iShares S&P Small-Cap 600 Value ETF 17.7%
- IWO vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 17.3%
- IWO vs AVUV · Avantis US Small Cap Value ETF 16.9%
More comparisons with SCHA
- SCHA vs IWN · iShares Russell 2000 Value ETF 32.3%
- SCHA vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 31.2%
- SCHA vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 26.2%
- SCHA vs IJS · iShares S&P Small-Cap 600 Value ETF 23.3%
- SCHA vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 23.2%
- SCHA vs AVUV · Avantis US Small Cap Value ETF 22.7%
Percentages are holdings overlap with the named fund.
Open IWO or SCHA 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.