ETF comparison
IWS vs SCHM
Both US Mid Cap.
Holdings overlap
391 positions appear in both funds. Buying equal dollars of IWS and SCHM would leave roughly 36.7% 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 IWS. On a $100,000 position that's about $200/yr more in fees for IWS.
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 IWS vs SCHM.
Top shared holdings
391 shared in total| # | Holding | In IWS | In SCHM | Overlap |
|---|---|---|---|---|
| 1 | FLEX LTD | 0.58% | 1.03% | 0.58% |
| 2 | COHERENT CORP | 0.54% | 1.26% | 0.54% |
| 3 | CENTENE CORP | 0.29% | 0.52% | 0.29% |
| 4 | STEEL DYNAMICS INC | 0.28% | 0.66% | 0.28% |
| 5 | MKS INC | 0.27% | 0.40% | 0.27% |
| 6 | TWILIO INC | 0.25% | 0.54% | 0.25% |
| 7 | MODERNA INC | 0.25% | 0.30% | 0.25% |
| 8 | F5 INC | 0.23% | 0.40% | 0.23% |
| 9 | ENTEGRIS INC | 0.23% | 0.39% | 0.23% |
| 10 | ROYALTY PHARMA PLC | 0.23% | 0.39% | 0.23% |
| 11 | OKTA INC | 0.22% | 0.39% | 0.22% |
| 12 | NISOURCE INC | 0.22% | 0.41% | 0.22% |
Only in IWS
329 total- WARNER BROS. DISCOVERY INC 0.63%
- PHILLIPS 66 0.62%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- ALLSTATE CORP (THE) 0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- REALTY INCOME CORP 0.57%
- DELTA AIR LINES INC 0.56%
- CORTEVA INC 0.56%
- AMETEK INC 0.54%
Only in SCHM
105 total- Sandisk Corp/DE 4.64%
- Ciena Corp 1.52%
- Bloom Energy Corp 1.36%
- Lumentum Holdings Inc 1.13%
- Revolution Medicines Inc 0.57%
- Tapestry Inc 0.55%
- FTAI Aviation Ltd 0.50%
- Sterling Infrastructure Inc 0.49%
- XPO Inc 0.47%
- ATI Inc 0.44%
Related comparisons
More comparisons with IWS
- IWS vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 31.6%
- IWS vs AVMV · Avantis U.S. Mid Cap Value ETF 29.8%
- IWS vs IWD · iShares Russell 1000 Value ETF 28.5%
- IWS vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 24.2%
- IWS vs IJH · iShares Core S&P Mid-Cap ETF 24.0%
- IWS vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 24.0%
More comparisons with SCHM
- SCHM vs IJK · iShares S&P Mid-Cap 400 Growth ETF 36.3%
- SCHM vs IJJ · iShares S&P Mid-Cap 400 Value ETF 35.4%
- SCHM vs IWR · iShares Russell Mid-Cap ETF 34.3%
- 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%
Percentages are holdings overlap with the named fund.
Open IWS 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.