ETF comparison
IWO vs SCHB
US Small Cap vs US Total Market.
iShares Russell 2000 Growth ETF · Schwab U.S. Broad Market ETF
Holdings overlap
761 positions appear in both funds. Buying equal dollars of IWO and SCHB would leave roughly 2.4% 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
SCHB 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 SCHB.
Top shared holdings
761 shared in total| # | Holding | In IWO | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Hut 8 Corp. | 0.38% | 0.02% | 0.02% |
| 2 | D-Wave Quantum, Inc. | 0.53% | 0.02% | 0.02% |
| 3 | Moog, Inc. | 0.73% | 0.01% | 0.01% |
| 4 | Cytokinetics, Inc. | 0.07% | 0.01% | 0.01% |
| 5 | Argan, Inc. | 0.66% | 0.01% | 0.01% |
| 6 | UMB Financial Corp. | 0.05% | 0.01% | 0.01% |
| 7 | Praxis Precision Medicines, Inc. | 0.51% | 0.01% | 0.01% |
| 8 | Riot Platforms, Inc. | 0.39% | 0.01% | 0.01% |
| 9 | Rigetti Computing, Inc. | 0.37% | 0.01% | 0.01% |
| 10 | Core Scientific, Inc. | 0.42% | 0.01% | 0.01% |
| 11 | Commercial Metals Co. | 0.07% | 0.01% | 0.01% |
| 12 | FirstCash Holdings, Inc. | 0.53% | 0.01% | 0.01% |
Only in IWO
372 total- JFrog Ltd. 0.59%
- 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%
- Super Group SGHC Ltd. 0.13%
Only in SCHB
1,644 total- NVIDIA Corp 7.02%
- Apple Inc 6.26%
- Microsoft Corp 4.57%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Meta Platforms Inc 1.89%
- Tesla Inc 1.68%
- Micron Technology Inc 1.49%
Related comparisons
More comparisons with IWO
- IWO vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 1.0%
- IWO vs SCHD · Schwab U.S. Dividend Equity ETF 0.5%
- IWO vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 0.5%
- IWO vs DGRO · iShares Core Dividend Growth ETF 0.4%
- IWO vs IVV · iShares Core S&P 500 ETF 0.0%
- IWO vs IWD · iShares Russell 1000 Value ETF 0.0%
More comparisons with SCHB
- SCHB vs SPSM · State Street SPDR Portfolio S&P 600 Small Cap ETF 2.4%
- SCHB vs IJR · iShares Core S&P Small-Cap ETF 2.3%
- SCHB vs VIOO · Vanguard S&P Small-Cap 600 Index Fund ETF Shares 2.3%
- SCHB vs IWN · iShares Russell 2000 Value ETF 2.3%
- SCHB vs PEY · Invesco High Yield Equity Dividend Achievers ETF 2.2%
- SCHB vs AVUV · Avantis US Small Cap Value ETF 1.7%
Percentages are holdings overlap with the named fund.
Open IWO or SCHB 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.