ETF comparison
IWP vs SCHB
US Mid Cap vs US Total Market.
iShares Russell Mid-Cap Growth ETF · Schwab U.S. Broad Market ETF
Holdings overlap
253 positions appear in both funds. Buying equal dollars of IWP and SCHB would leave roughly 7.2% 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 20 bps cheaper than IWP. On a $100,000 position that's about $200/yr more in fees for IWP.
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 IWP vs SCHB.
Top shared holdings
253 shared in total| # | Holding | In IWP | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Snowflake, Inc. | 2.33% | 0.12% | 0.12% |
| 2 | Datadog, Inc. | 2.34% | 0.11% | 0.11% |
| 3 | Cloudflare, Inc. | 2.12% | 0.10% | 0.10% |
| 4 | Robinhood Markets, Inc. | 1.75% | 0.10% | 0.10% |
| 5 | Marathon Petroleum Corp. | 1.05% | 0.10% | 0.10% |
| 6 | Royal Caribbean Cruises Ltd. | 1.24% | 0.10% | 0.10% |
| 7 | Phillips 66 | 0.11% | 0.10% | 0.10% |
| 8 | Coherent Corp. | 0.40% | 0.09% | 0.09% |
| 9 | Rocket Lab Corp. | 1.49% | 0.09% | 0.09% |
| 10 | Simon Property Group, Inc. | 1.96% | 0.09% | 0.09% |
| 11 | Comfort Systems USA, Inc. | 1.89% | 0.09% | 0.09% |
| 12 | United Rentals, Inc. | 0.45% | 0.09% | 0.09% |
Only in IWP
13 total- Anglogold Ashanti plc 1.01%
- HEICO Corp. 0.53%
- Viking Holdings Ltd. 0.51%
- Restaurant Brands International, Inc. 0.39%
- Ascendis Pharma A/S 0.34%
- On Holding AG 0.22%
- Almonty Industries, Inc. 0.09%
- Aura Minerals, Inc. 0.07%
- Freedom Holding Corp. 0.06%
- Caris Life Sciences, Inc. 0.05%
Only in SCHB
2,152 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 IWP
- IWP vs VUG · Vanguard Morningstar Growth ETF 5.6%
- IWP vs IWD · iShares Russell 1000 Value ETF 4.8%
- IWP vs IJJ · iShares S&P Mid-Cap 400 Value ETF 4.7%
- IWP vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.7%
- IWP vs VOO · Vanguard S&P 500 ETF 4.6%
- IWP vs SPYM · State Street SPDR Portfolio S&P 500 ETF 4.6%
More comparisons with SCHB
- SCHB vs SCHD · Schwab U.S. Dividend Equity ETF 7.1%
- SCHB vs COWZ · Pacer US Cash Cows 100 ETF 7.0%
- SCHB vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 7.0%
- SCHB vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 6.9%
- SCHB vs FNDA · Schwab Fundamental U.S. Small Company ETF 6.9%
- SCHB vs VBR · Vanguard Morningstar Small-Cap Value ETF 6.9%
Percentages are holdings overlap with the named fund.
Open IWP 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.