ETF comparison
IWO vs SCHD
US Small Cap vs Dividend.
iShares Russell 2000 Growth ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
12 positions appear in both funds. Buying equal dollars of IWO and SCHD would leave roughly 0.5% 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 IWO. On a $100,000 position that's about $180/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 SCHD.
Top shared holdings
12 shared in total| # | Holding | In IWO | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Moelis & Co. | 0.22% | 0.13% | 0.13% |
| 2 | Artisan Partners Asset Management, Inc. | 0.08% | 0.07% | 0.07% |
| 3 | Marzetti Co. (The) | 0.12% | 0.06% | 0.06% |
| 4 | Cohen & Steers, Inc. | 0.12% | 0.05% | 0.05% |
| 5 | City Holding Co. | 0.06% | 0.05% | 0.05% |
| 6 | Interparfums, Inc. | 0.12% | 0.04% | 0.04% |
| 7 | Lakeland Financial Corp. | 0.06% | 0.04% | 0.04% |
| 8 | Buckle, Inc. (The) | 0.08% | 0.03% | 0.03% |
| 9 | Insperity, Inc. | 0.09% | 0.03% | 0.03% |
| 10 | Wendy's Co. (The) | 0.08% | 0.03% | 0.03% |
| 11 | Federal Agricultural Mortgage Corp. | 0.01% | 0.04% | 0.01% |
| 12 | Oxford Industries, Inc. | 0.01% | 0.02% | 0.01% |
Only in IWO
1,121 total- Moog, Inc. 0.73%
- BrightSpring Health Services, Inc. 0.68%
- MaxLinear, Inc. 0.66%
- Argan, Inc. 0.66%
- JFrog Ltd. 0.59%
- Krystal Biotech, Inc. 0.58%
- ESCO Technologies, Inc. 0.56%
- FirstCash Holdings, Inc. 0.53%
- D-Wave Quantum, Inc. 0.53%
- StoneX Group, Inc. 0.52%
Only in SCHD
87 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 IWO
- 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%
- IWO vs IWF · iShares Russell 1000 Growth ETF 0.0%
- IWO vs QQQ · Invesco QQQ Trust 0.0%
More comparisons with SCHD
- SCHD vs VIOG · Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 0.5%
- SCHD vs IJT · iShares S&P Small-Cap 600 Growth ETF 0.5%
- SCHD vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- SCHD vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
- SCHD vs DVYE · iShares Emerging Markets Dividend ETF 0.0%
- SCHD vs EEMV · iShares MSCI Emerging Markets Min Vol Factor ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IWO 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.