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ETF comparison

IWR vs SCHM

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
33.0 %

419 positions appear in both funds. Buying equal dollars of IWR and SCHM would leave roughly 33.0% of each dollar exposed to the same underlying securities.

IWR only 69.9% Shared 33.0% SCHM only 67.0%
In IWR only
389 positions
Shared
419 positions
In SCHM only
78 positions

Side by side

IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$56.98B
TTM yield
1.16%
Top-10 conc.
9.2%
SCHM

Schwab U.S. Mid-Cap ETF

Schwab · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$15.32B
TTM yield
1.25%
Top-10 conc.
8.2%

Sub-score comparison

82
Cost
97
88
Tax efficiency
88
100
Liquidity
100
100
Concentration
100
—
Tracking quality
—
IWR sub-score SCHM

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

Cost difference

SCHM 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 SCHM.

Top shared holdings

419 shared in total
# Holding In IWR In SCHM Overlap
1 Sandisk Corp. 0.72% 1.86% 0.72%
2 Ciena Corp. 0.43% 0.97% 0.43%
3 Lumentum Holdings, Inc. 0.39% 0.98% 0.39%
4 Coherent Corp. 0.33% 0.81% 0.33%
5 Tapestry, Inc. 0.23% 0.63% 0.23%
6 TechnipFMC plc 0.22% 0.53% 0.22%
7 Texas Pacific Land Corp. 0.22% 0.60% 0.22%
8 Casey's General Stores, Inc. 0.21% 0.50% 0.21%
9 United Therapeutics Corp. 0.20% 0.43% 0.20%
10 Curtiss-Wright Corp. 0.20% 0.51% 0.20%
11 FTAI Aviation Ltd. 0.20% 0.62% 0.20%
12 Steel Dynamics, Inc. 0.20% 0.53% 0.20%

Only in IWR

389 total
  • BlackRock Funds III 2.98%
  • Corning, Inc. 0.84%
  • Vertiv Holdings Co. 0.76%
  • Howmet Aerospace, Inc. 0.73%
  • Western Digital Corp. 0.73%
  • Bank of New York Mellon Corp. (The) 0.65%
  • Quanta Services, Inc. 0.64%
  • Valero Energy Corp. 0.60%
  • Cummins, Inc. 0.59%
  • Marathon Petroleum Corp. 0.58%

Only in SCHM

78 total
  • Bloom Energy Corp 0.67%
  • Exact Sciences Corp 0.39%
  • Fabrinet 0.39%
  • Coeur Mining Inc 0.35%
  • Nextpower Inc 0.31%
  • Kratos Defense & Security Solutions Inc 0.29%
  • IonQ Inc 0.27%
  • Sterling Infrastructure Inc 0.26%
  • Solstice Advanced Materials Inc 0.25%
  • Ensign Group Inc/The 0.24%

Open IWR or SCHM 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.