ETF comparison
IWX vs SCHV
Both US Value.
iShares Russell Top 200 Value ETF · Schwab U.S. Large-Cap Value ETF
Holdings overlap
111 positions appear in both funds. Buying equal dollars of IWX and SCHV would leave roughly 54.3% 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
SCHV is 16 bps cheaper than IWX. On a $100,000 position that's about $160/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 SCHV.
Top shared holdings
111 shared in total| # | Holding | In IWX | In SCHV | Overlap |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | 3.66% | 2.82% | 2.82% |
| 2 | JP MORGAN CHASE & COMPANY | 3.44% | 2.62% | 2.62% |
| 3 | EXXONMOBIL HOLDINGS CORP | 2.23% | 1.97% | 1.97% |
| 4 | JOHNSON & JOHNSON | 2.40% | 1.76% | 1.76% |
| 5 | INTEL CORP | 2.40% | 1.75% | 1.75% |
| 6 | WALMART INC | 1.78% | 1.65% | 1.65% |
| 7 | CISCO SYSTEMS INC | 1.82% | 1.54% | 1.54% |
| 8 | ABBVIE INC | 1.61% | 1.25% | 1.25% |
| 9 | BANK OF AMERICA CORP | 1.38% | 1.11% | 1.11% |
| 10 | CHEVRON CORP | 1.21% | 1.11% | 1.11% |
| 11 | PROCTER & GAMBLE COMPANY (THE) | 1.34% | 1.08% | 1.08% |
| 12 | GOLDMAN SACHS GROUP INC (THE) | 1.14% | 1.00% | 1.00% |
Only in IWX
40 total- AMAZON.COM INC 8.32%
- APPLE INC 7.53%
- MICROSOFT CORP 5.44%
- UNITEDHEALTH GROUP INC 1.47%
- LINDE PLC 0.94%
- COSTCO WHOLESALE CORP 0.92%
- META PLATFORMS INC 0.88%
- THERMO FISHER SCIENTIFIC INC 0.73%
- WALT DISNEY COMPANY (THE) 0.67%
- BLACKROCK INC 0.58%
Only in SCHV
444 total- Micron Technology Inc 3.54%
- Caterpillar Inc 1.32%
- Lam Research Corp 1.29%
- Oracle Corp 1.24%
- Applied Materials Inc 1.16%
- Texas Instruments Inc 0.90%
- Seagate Technology Holdings PLC 0.62%
- Amphenol Corp 0.59%
- Western Digital Corp 0.58%
- Marvell Technology Inc 0.58%
Related comparisons
More comparisons with IWX
- IWX vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 52.4%
- IWX vs DGRO · iShares Core Dividend Growth ETF 51.3%
- IWX vs PRF · Invesco RAFI US 1000 ETF 51.2%
- IWX vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 50.0%
- IWX vs SPYM · State Street SPDR Portfolio S&P 500 ETF 48.5%
- IWX vs IVV · iShares Core S&P 500 ETF 48.4%
More comparisons with SCHV
- SCHV vs DFUV · Dimensional US Marketwide Value ETF 50.2%
- SCHV vs DGRO · iShares Core Dividend Growth ETF 48.7%
- SCHV vs SPYM · State Street SPDR Portfolio S&P 500 ETF 45.8%
- SCHV vs IVV · iShares Core S&P 500 ETF 45.8%
- SCHV vs VOO · Vanguard S&P 500 ETF 45.7%
- SCHV vs DFLV · Dimensional US Large Cap Value ETF 45.3%
Percentages are holdings overlap with the named fund.
Open IWX or SCHV 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.