ETF comparison
IWX vs SCHD
US Value vs Dividend.
iShares Russell Top 200 Value ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
22 positions appear in both funds. Buying equal dollars of IWX and SCHD would leave roughly 13.1% 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 IWX. On a $100,000 position that's about $140/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 SCHD.
Top shared holdings
22 shared in total| # | Holding | In IWX | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | 1.47% | 5.09% | 1.47% |
| 2 | PROCTER & GAMBLE COMPANY (THE) | 1.34% | 3.55% | 1.34% |
| 3 | MERCK & COMPANY INC | 1.25% | 3.86% | 1.25% |
| 4 | CHEVRON CORP | 1.21% | 3.83% | 1.21% |
| 5 | COCA-COLA COMPANY (THE) | 1.10% | 3.96% | 1.10% |
| 6 | QUALCOMM INC | 0.77% | 6.74% | 0.77% |
| 7 | VERIZON COMMUNICATIONS INC | 0.70% | 3.65% | 0.70% |
| 8 | PEPSICO INC | 0.64% | 3.44% | 0.64% |
| 9 | ABBOTT LABORATORIES | 0.62% | 2.96% | 0.62% |
| 10 | CONOCOPHILLIPS | 0.50% | 3.51% | 0.50% |
| 11 | ALTRIA GROUP INC | 0.47% | 2.94% | 0.47% |
| 12 | BRISTOL-MYERS SQUIBB COMPANY | 0.46% | 2.93% | 0.46% |
Only in IWX
129 total- AMAZON.COM INC 8.32%
- APPLE INC 7.53%
- MICROSOFT CORP 5.44%
- BERKSHIRE HATHAWAY INC 3.66%
- JP MORGAN CHASE & COMPANY 3.44%
- INTEL CORP 2.40%
- JOHNSON & JOHNSON 2.40%
- EXXONMOBIL HOLDINGS CORP 2.23%
- CISCO SYSTEMS INC 1.82%
- WALMART INC 1.78%
Only in SCHD
77 total- Texas Instruments Inc 5.90%
- Lockheed Martin Corp 2.70%
- Ford Motor Co 1.72%
- ONEOK Inc 1.33%
- Devon Energy Corp 1.29%
- Fastenal Co 1.28%
- Fifth Third Bancorp 1.13%
- Archer-Daniels-Midland Co 0.96%
- Kimberly-Clark Corp 0.81%
- Paychex Inc 0.79%
Related comparisons
More comparisons with IWX
More comparisons with SCHD
- SCHD vs AVLV · Avantis US Large Cap Value ETF 12.4%
- SCHD vs SPHQ · Invesco S&P 500 Quality ETF 12.0%
- SCHD vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 12.0%
- SCHD vs IWD · iShares Russell 1000 Value ETF 11.2%
- SCHD vs RPV · Invesco S&P 500 Pure Value ETF 11.2%
- SCHD vs USMV · iShares MSCI USA Min Vol Factor ETF 10.9%
Percentages are holdings overlap with the named fund.
Open IWX 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.