ETF comparison
IWP vs SCHD
US Mid Cap vs Dividend.
iShares Russell Mid-Cap Growth ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
7 positions appear in both funds. Buying equal dollars of IWP and SCHD would leave roughly 3.0% 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 17 bps cheaper than IWP. On a $100,000 position that's about $170/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 SCHD.
Top shared holdings
7 shared in total| # | Holding | In IWP | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | Fastenal Co. | 1.23% | 1.28% | 1.23% |
| 2 | Ares Management Corp. | 0.60% | 0.67% | 0.60% |
| 3 | Darden Restaurants, Inc. | 0.64% | 0.59% | 0.59% |
| 4 | Kimberly-Clark Corp. | 0.32% | 0.81% | 0.32% |
| 5 | Vail Resorts, Inc. | 0.11% | 0.12% | 0.11% |
| 6 | Hershey Co. (The) | 0.07% | 0.72% | 0.07% |
| 7 | Booz Allen Hamilton Holding Corp. | 0.04% | 0.24% | 0.04% |
Only in IWP
259 total- Datadog, Inc. 2.34%
- Snowflake, Inc. 2.33%
- Cloudflare, Inc. 2.12%
- Teradyne, Inc. 2.07%
- Astera Labs, Inc. 2.02%
- Simon Property Group, Inc. 1.96%
- Comfort Systems USA, Inc. 1.89%
- Robinhood Markets, Inc. 1.75%
- Lumentum Holdings, Inc. 1.67%
- Targa Resources Corp. 1.56%
Only in SCHD
92 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 IWP
- IWP vs IJR · iShares Core S&P Small-Cap ETF 1.3%
- IWP vs IWM · iShares Russell 2000 ETF 0.0%
- IWP vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 37.9%
- IWP vs IWR · iShares Russell Mid-Cap ETF 34.1%
- IWP vs VO · Vanguard Morningstar Mid-Cap ETF 24.4%
- IWP vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 23.6%
More comparisons with SCHD
- SCHD vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.9%
- SCHD vs VB · Vanguard Morningstar Small-Cap ETF 2.8%
- SCHD vs SPHB · Invesco S&P 500 High Beta ETF 2.8%
- SCHD vs SPMO · Invesco S&P 500 Momentum ETF 2.8%
- SCHD vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 2.6%
- SCHD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 2.5%
Percentages are holdings overlap with the named fund.
Open IWP 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.