ETF comparison
IWP vs SCHM
Both US Mid Cap.
iShares Russell Mid-Cap Growth ETF · Schwab U.S. Mid-Cap ETF
Holdings overlap
122 positions appear in both funds. Buying equal dollars of IWP and SCHM would leave roughly 20.4% 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
SCHM 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 SCHM.
Top shared holdings
122 shared in total| # | Holding | In IWP | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Lumentum Holdings, Inc. | 1.67% | 1.13% | 1.13% |
| 2 | Revolution Medicines, Inc. | 0.98% | 0.57% | 0.57% |
| 3 | Tapestry, Inc. | 0.81% | 0.55% | 0.55% |
| 4 | Casey's General Stores, Inc. | 0.71% | 0.53% | 0.53% |
| 5 | AST SpaceMobile, Inc. | 0.58% | 0.52% | 0.52% |
| 6 | FTAI Aviation Ltd. | 0.75% | 0.50% | 0.50% |
| 7 | Sterling Infrastructure, Inc. | 0.69% | 0.49% | 0.49% |
| 8 | XPO, Inc. | 0.64% | 0.47% | 0.47% |
| 9 | ATI, Inc. | 0.73% | 0.44% | 0.44% |
| 10 | MACOM Technology Solutions Holdings, Inc. | 0.70% | 0.44% | 0.44% |
| 11 | Fabrinet | 0.55% | 0.43% | 0.43% |
| 12 | Carpenter Technology Corp. | 0.81% | 0.43% | 0.43% |
Only in IWP
144 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%
- Targa Resources Corp. 1.56%
- Rocket Lab Corp. 1.49%
Only in SCHM
374 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Flex Ltd 1.03%
- IonQ Inc 0.47%
- United Therapeutics Corp 0.44%
- Nextpower Inc 0.43%
- Omnicom Group Inc 0.42%
- NiSource Inc 0.41%
- F5 Inc 0.40%
Related comparisons
More comparisons with IWP
- IWP vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 20.0%
- IWP vs IJH · iShares Core S&P Mid-Cap ETF 20.0%
- IWP vs IJK · iShares S&P Mid-Cap 400 Growth ETF 19.0%
- IWP vs AVMV · Avantis U.S. Mid Cap Value ETF 18.3%
- IWP vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 18.1%
- IWP vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 17.3%
More comparisons with SCHM
- SCHM vs IWD · iShares Russell 1000 Value ETF 10.5%
- SCHM vs VTI · Vanguard Morningstar Total Stock Market ETF 7.7%
- SCHM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.7%
- SCHM vs SCHB · Schwab U.S. Broad Market ETF 7.4%
- SCHM vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 7.2%
- SCHM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 6.6%
Percentages are holdings overlap with the named fund.
Open IWP or SCHM 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.