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ETF comparison

IWR vs SCHD

US Mid Cap vs Dividend.

iShares Russell Mid-Cap ETF · Schwab U.S. Dividend Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
5.5 %

39 positions appear in both funds. Buying equal dollars of IWR and SCHD would leave roughly 5.5% of each dollar exposed to the same underlying securities.

IWR unmatched 94.3% Shared 5.5% SCHD unmatched 94.3%

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.

In IWR only
785 positions
Shared
39 positions
In SCHD only
60 positions

Side by side

IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$54.90B
TTM yield
1.16%
Top-10 conc.
5.6%
SCHD

Schwab U.S. Dividend Equity ETF

Schwab · Dividend

85 composite / 100
Expense ratio
0.060%
Net assets
$107.89B
TTM yield
2.99%
Top-10 conc.
43.6%

Sub-score comparison

82
Cost
94
88
Tax efficiency
75
100
Liquidity
100
100
Concentration
52
—
Tracking quality
—
IWR sub-score SCHD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHD is 12 bps cheaper than IWR. On a $100,000 position that's about $120/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 SCHD.

Top shared holdings

39 shared in total
# Holding In IWR In SCHD Overlap
1 Fastenal Co. 0.40% 1.28% 0.40%
2 ONEOK, Inc. 0.40% 1.33% 0.40%
3 Ford Motor Co. 0.39% 1.72% 0.39%
4 Fifth Third Bancorp 0.37% 1.13% 0.37%
5 Devon Energy Corp. 0.34% 1.29% 0.34%
6 Archer-Daniels-Midland Co. 0.26% 0.96% 0.26%
7 Kimberly-Clark Corp. 0.26% 0.81% 0.26%
8 Paychex, Inc. 0.23% 0.79% 0.23%
9 Cincinnati Financial Corp. 0.20% 0.62% 0.20%
10 Regions Financial Corp. 0.19% 0.61% 0.19%
11 Hershey Co. (The) 0.18% 0.72% 0.18%
12 T. Rowe Price Group, Inc. 0.17% 0.57% 0.17%

Only in IWR

785 total
  • Datadog, Inc. 0.62%
  • Snowflake, Inc. 0.61%
  • Royal Caribbean Cruises Ltd. 0.58%
  • Cloudflare, Inc. 0.56%
  • Robinhood Markets, Inc. 0.56%
  • Teradyne, Inc. 0.55%
  • Marathon Petroleum Corp. 0.54%
  • Astera Labs, Inc. 0.53%
  • Simon Property Group, Inc. 0.52%
  • United Rentals, Inc. 0.51%

Only in SCHD

60 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 IWR

More comparisons with SCHD

Percentages are holdings overlap with the named fund.

Open IWR or SCHD at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.