ETF comparison
IWV vs SCHD
US Total Market vs Dividend.
Holdings overlap
96 positions appear in both funds. Buying equal dollars of IWV and SCHD would leave roughly 7.0% 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
SCHD is 14 bps cheaper than IWV. On a $100,000 position that's about $140/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 SCHD.
Top shared holdings
96 shared in total| # | Holding | In IWV | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | 0.52% | 5.09% | 0.52% |
| 2 | HOME DEPOT INC (THE) | 0.48% | 3.36% | 0.48% |
| 3 | PROCTER & GAMBLE COMPANY (THE) | 0.47% | 3.55% | 0.47% |
| 4 | MERCK & COMPANY INC | 0.44% | 3.86% | 0.44% |
| 5 | COCA-COLA COMPANY (THE) | 0.44% | 3.96% | 0.44% |
| 6 | CHEVRON CORP | 0.42% | 3.83% | 0.42% |
| 7 | TEXAS INSTRUMENTS INC | 0.37% | 5.90% | 0.37% |
| 8 | AMGEN INC | 0.27% | 3.47% | 0.27% |
| 9 | QUALCOMM INC | 0.27% | 6.74% | 0.27% |
| 10 | PEPSICO INC | 0.25% | 3.44% | 0.25% |
| 11 | VERIZON COMMUNICATIONS INC | 0.24% | 3.65% | 0.24% |
| 12 | ABBOTT LABORATORIES | 0.22% | 2.96% | 0.22% |
Only in IWV
2,494 total- NVIDIA CORP 6.43%
- APPLE INC 5.76%
- MICROSOFT CORP 3.82%
- AMAZON.COM INC 3.19%
- ALPHABET INC 2.87%
- BROADCOM INC 2.42%
- ALPHABET INC 2.31%
- MICRON TECHNOLOGY INC 1.79%
- META PLATFORMS INC 1.71%
- TESLA INC 1.69%
Only in SCHD
3 total- Autoliv Inc 0.22%
- Erie Indemnity Co 0.14%
- Federated Hermes Inc 0.10%
Related comparisons
More comparisons with IWV
- IWV vs IJH · iShares Core S&P Mid-Cap ETF 5.0%
- IWV vs IWM · iShares Russell 2000 ETF 4.3%
- IWV vs IJR · iShares Core S&P Small-Cap ETF 2.5%
- IWV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 98.1%
- IWV vs VTI · Vanguard Morningstar Total Stock Market ETF 97.9%
- IWV vs SPTM · State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 94.8%
More comparisons with SCHD
- SCHD vs VTI · Vanguard Morningstar Total Stock Market ETF 7.0%
- SCHD vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 7.0%
- SCHD vs ESGU · iShares ESG Aware MSCI USA ETF 7.0%
- SCHD vs MTUM · iShares MSCI USA Momentum Factor ETF 6.9%
- SCHD vs VO · Vanguard Morningstar Mid-Cap ETF 6.9%
- SCHD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.6%
Percentages are holdings overlap with the named fund.
Open IWV or SCHD 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.