ETF comparison
IWR vs SCHM
Both US Mid Cap.
Holdings overlap
431 positions appear in both funds. Buying equal dollars of IWR and SCHM would leave roughly 34.3% 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
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
431 shared in total| # | Holding | In IWR | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | Coherent Corp. | 0.50% | 1.26% | 0.50% |
| 2 | Lumentum Holdings, Inc. | 0.44% | 1.13% | 0.44% |
| 3 | Flex Ltd. | 0.43% | 1.03% | 0.43% |
| 4 | Revolution Medicines, Inc. | 0.26% | 0.57% | 0.26% |
| 5 | Centene Corp. | 0.23% | 0.52% | 0.23% |
| 6 | Steel Dynamics, Inc. | 0.22% | 0.66% | 0.22% |
| 7 | Twilio, Inc. | 0.22% | 0.54% | 0.22% |
| 8 | MKS, Inc. | 0.22% | 0.40% | 0.22% |
| 9 | Carpenter Technology Corp. | 0.22% | 0.43% | 0.22% |
| 10 | Tapestry, Inc. | 0.21% | 0.55% | 0.21% |
| 11 | Casey's General Stores, Inc. | 0.21% | 0.53% | 0.21% |
| 12 | Curtiss-Wright Corp. | 0.20% | 0.51% | 0.20% |
Only in IWR
393 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 SCHM
65 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Cytokinetics Inc 0.19%
- UMB Financial Corp 0.17%
- CareTrust REIT Inc 0.17%
- Autoliv Inc 0.16%
- Commercial Metals Co 0.16%
- Old National Bancorp/IN 0.15%
- Masimo Corp 0.15%
Related comparisons
More comparisons with IWR
- IWR vs IWP · iShares Russell Mid-Cap Growth ETF 34.1%
- IWR vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31.4%
- IWR vs AVMV · Avantis U.S. Mid Cap Value ETF 28.8%
- IWR vs IWD · iShares Russell 1000 Value ETF 28.5%
- IWR vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 24.8%
- IWR vs IJH · iShares Core S&P Mid-Cap ETF 22.9%
More comparisons with SCHM
- SCHM vs AVMV · Avantis U.S. Mid Cap Value ETF 26.2%
- SCHM vs IWP · iShares Russell Mid-Cap Growth ETF 20.4%
- 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%
Percentages are holdings overlap with the named fund.
Open IWR 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.