ETF comparison
IWX vs SCHB
US Value vs US Total Market.
iShares Russell Top 200 Value ETF · Schwab U.S. Broad Market ETF
Holdings overlap
146 positions appear in both funds. Buying equal dollars of IWX and SCHB would leave roughly 44.2% 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
SCHB is 17 bps cheaper than IWX. On a $100,000 position that's about $170/yr more in fees for IWX.
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 IWX vs SCHB.
Top shared holdings
146 shared in total| # | Holding | In IWX | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | APPLE INC | 7.53% | 6.26% | 6.26% |
| 2 | MICROSOFT CORP | 5.44% | 4.57% | 4.57% |
| 3 | AMAZON.COM INC | 8.32% | 3.62% | 3.62% |
| 4 | BERKSHIRE HATHAWAY INC | 3.66% | 1.19% | 1.19% |
| 5 | JP MORGAN CHASE & COMPANY | 3.44% | 1.10% | 1.10% |
| 6 | META PLATFORMS INC | 0.88% | 1.89% | 0.88% |
| 7 | EXXONMOBIL HOLDINGS CORP | 2.23% | 0.83% | 0.83% |
| 8 | JOHNSON & JOHNSON | 2.40% | 0.74% | 0.74% |
| 9 | INTEL CORP | 2.40% | 0.74% | 0.74% |
| 10 | WALMART INC | 1.78% | 0.69% | 0.69% |
| 11 | CISCO SYSTEMS INC | 1.82% | 0.65% | 0.65% |
| 12 | COSTCO WHOLESALE CORP | 0.92% | 0.58% | 0.58% |
Only in IWX
5 total- HONEYWELL INTERNATIONAL INC 0.28%
- HONEYWELL AEROSPACE INC 0.27%
- SOUTHERN COPPER CORP 0.05%
- SPACE EXPLORATION TECHNOLOGIES CORP 0.03%
- BROOKFIELD ASSET MANAGEMENT LTD 0.00%
Only in SCHB
2,259 total- NVIDIA Corp 7.02%
- Alphabet Inc 3.03%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Tesla Inc 1.68%
- Micron Technology Inc 1.49%
- Eli Lilly & Co 1.20%
- Advanced Micro Devices Inc 1.15%
- Visa Inc 0.75%
- Caterpillar Inc 0.56%
Related comparisons
More comparisons with IWX
- IWX vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 43.1%
- IWX vs VTI · Vanguard Morningstar Total Stock Market ETF 43.0%
- IWX vs QQQ · Invesco QQQ Trust 31.9%
- IWX vs AVLV · Avantis US Large Cap Value ETF 27.4%
- IWX vs VUG · Vanguard Morningstar Growth ETF 25.1%
- IWX vs IWF · iShares Russell 1000 Growth ETF 16.7%
More comparisons with SCHB
- SCHB vs JGRO · JPMorgan Active Growth ETF 42.8%
- SCHB vs SCHV · Schwab U.S. Large-Cap Value ETF 42.1%
- SCHB vs CGUS · Capital Group Core Equity ETF 41.7%
- SCHB vs RSP · Invesco S&P 500 Equal Weight ETF 40.1%
- SCHB vs JQUA · JPMorgan U.S. Quality Factor ETF 39.9%
- SCHB vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 39.5%
Percentages are holdings overlap with the named fund.
Open IWX 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.