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ETF comparison

IWV vs SCHB

Both US Total Market.

iShares Russell 3000 ETF · Schwab U.S. Broad Market ETF

Holdings overlap

Weighted by ISIN/CUSIP
93.4 %

2,271 positions appear in both funds. Buying equal dollars of IWV and SCHB would leave roughly 93.4% of each dollar exposed to the same underlying securities.

IWV unmatched 6.4% Shared 93.4% SCHB unmatched 6.5%

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 IWV only
319 positions
Shared
2,271 positions
In SCHB only
134 positions

Side by side

IWV

iShares Russell 3000 ETF

iShares · US Total Market

85 composite / 100
Expense ratio
0.20%
Net assets
$20.28B
TTM yield
0.88%
Top-10 conc.
32.0%
SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.05%
Top-10 conc.
34.9%

Sub-score comparison

80
Cost
97
89
Tax efficiency
88
100
Liquidity
100
69
Concentration
64
—
Tracking quality
—
IWV sub-score SCHB

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

Cost difference

SCHB is 17 bps cheaper than IWV. On a $100,000 position that's about $170/yr more in fees for IWV.

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 IWV vs SCHB.

Top shared holdings

2,271 shared in total
# Holding In IWV In SCHB Overlap
1 NVIDIA CORP 6.43% 7.02% 6.43%
2 APPLE INC 5.76% 6.26% 5.76%
3 MICROSOFT CORP 3.82% 4.57% 3.82%
4 AMAZON.COM INC 3.19% 3.62% 3.19%
5 ALPHABET INC 2.87% 3.03% 2.87%
6 BROADCOM INC 2.42% 2.90% 2.42%
7 ALPHABET INC 2.31% 2.41% 2.31%
8 META PLATFORMS INC 1.71% 1.89% 1.71%
9 TESLA INC 1.69% 1.68% 1.68%
10 MICRON TECHNOLOGY INC 1.79% 1.49% 1.49%
11 ELI LILLY & COMPANY 1.32% 1.20% 1.20%
12 BERKSHIRE HATHAWAY INC 1.28% 1.19% 1.19%

Only in IWV

319 total
  • SPACE EXPLORATION TECHNOLOGIES CORP 0.12%
  • SPOTIFY TECHNOLOGY SA 0.10%
  • HONEYWELL INTERNATIONAL INC 0.10%
  • HONEYWELL AEROSPACE INC 0.10%
  • NU HOLDINGS LTD 0.06%
  • ANGLOGOLD ASHANTI PLC 0.06%
  • SUNBELT RENTALS HOLDINGS INC 0.04%
  • RESTAURANT BRANDS INTERNATIONAL INC 0.03%
  • HEICO CORP 0.03%
  • DUPONT DE NEMOURS INC 0.03%

Only in SCHB

134 total
  • Seagate Technology Holdings PLC 0.26%
  • Honeywell International Inc 0.21%
  • NXP Semiconductors NV 0.11%
  • TE Connectivity PLC 0.09%
  • Amrize Ltd 0.04%
  • DuPont de Nemours Inc 0.03%
  • Autoliv Inc 0.01%
  • Masimo Corp 0.01%
  • Cerebras Systems Inc 0.01%
  • Clearwater Analytics Holdings Inc 0.01%

Percentages are holdings overlap with the named fund.

Open IWV 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.