ETF comparison
IWR vs SCHB
US Mid Cap vs US Total Market.
Holdings overlap
781 positions appear in both funds. Buying equal dollars of IWR and SCHB would leave roughly 18.3% 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 15 bps cheaper than IWR. On a $100,000 position that's about $150/yr more in fees for IWR.
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 IWR vs SCHB.
Top shared holdings
781 shared in total| # | Holding | In IWR | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | Snowflake, Inc. | 0.61% | 0.12% | 0.12% |
| 2 | Datadog, Inc. | 0.62% | 0.11% | 0.11% |
| 3 | Cloudflare, Inc. | 0.56% | 0.10% | 0.10% |
| 4 | Robinhood Markets, Inc. | 0.56% | 0.10% | 0.10% |
| 5 | Marathon Petroleum Corp. | 0.54% | 0.10% | 0.10% |
| 6 | Royal Caribbean Cruises Ltd. | 0.58% | 0.10% | 0.10% |
| 7 | Phillips 66 | 0.49% | 0.10% | 0.10% |
| 8 | Ford Motor Co. | 0.39% | 0.09% | 0.09% |
| 9 | Coherent Corp. | 0.50% | 0.09% | 0.09% |
| 10 | Rocket Lab Corp. | 0.39% | 0.09% | 0.09% |
| 11 | Warner Bros Discovery, Inc. | 0.46% | 0.09% | 0.09% |
| 12 | Simon Property Group, Inc. | 0.52% | 0.09% | 0.09% |
Only in IWR
43 total- Anglogold Ashanti plc 0.29%
- Sunbelt Rentals Holdings, Inc. 0.22%
- Restaurant Brands International, Inc. 0.18%
- HEICO Corp. 0.14%
- DuPont de Nemours, Inc. 0.13%
- Viking Holdings Ltd. 0.13%
- Fedex Freight Holding Co., Inc. 0.12%
- IREN Ltd. 0.11%
- Ascendis Pharma A/S 0.10%
- GLOBALFOUNDRIES, Inc. 0.07%
Only in SCHB
1,624 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 IWR
- IWR vs DGRO · iShares Core Dividend Growth ETF 17.3%
- IWR vs IJK · iShares S&P Mid-Cap 400 Growth ETF 15.9%
- IWR vs IJJ · iShares S&P Mid-Cap 400 Value ETF 14.7%
- IWR vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 13.9%
- IWR vs VOO · Vanguard S&P 500 ETF 13.3%
- IWR vs SPYM · State Street SPDR Portfolio S&P 500 ETF 13.3%
More comparisons with SCHB
- SCHB vs FVD · First Trust Value Line Dividend Index Fund 17.8%
- SCHB vs SPHQ · Invesco S&P 500 Quality ETF 17.7%
- SCHB vs VO · Vanguard Morningstar Mid-Cap ETF 15.6%
- SCHB vs IWS · iShares Russell Mid-Cap Value ETF 15.0%
- SCHB vs SPLV · Invesco S&P 500 Low Volatility ETF 14.6%
- SCHB vs MOAT · VanEck Morningstar Wide Moat ETF 13.8%
Percentages are holdings overlap with the named fund.
Open IWR 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.