ETF comparison
IWY vs SCHD
US Large Cap Growth vs Dividend.
iShares Russell Top 200 Growth ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
8 positions appear in both funds. Buying equal dollars of IWY and SCHD would leave roughly 3.2% 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
SCHD is 14 bps cheaper than IWY. On a $100,000 position that's about $140/yr more in fees for IWY.
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 IWY vs SCHD.
Top shared holdings
8 shared in total| # | Holding | In IWY | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | TEXAS INSTRUMENTS INC | 0.93% | 5.90% | 0.93% |
| 2 | HOME DEPOT INC (THE) | 0.90% | 3.36% | 0.90% |
| 3 | AMGEN INC | 0.48% | 3.47% | 0.48% |
| 4 | LOCKHEED MARTIN CORP | 0.36% | 2.70% | 0.36% |
| 5 | BLACKSTONE INC | 0.24% | 2.20% | 0.24% |
| 6 | COCA-COLA COMPANY (THE) | 0.12% | 3.96% | 0.12% |
| 7 | AUTOMATIC DATA PROCESSING INC | 0.11% | 2.25% | 0.11% |
| 8 | PEPSICO INC | 0.08% | 3.44% | 0.08% |
Only in IWY
93 total- NVIDIA CORP 14.16%
- APPLE INC 7.14%
- ALPHABET INC 6.37%
- BROADCOM INC 5.64%
- ALPHABET INC 5.14%
- MICRON TECHNOLOGY INC 4.87%
- TESLA INC 4.59%
- MICROSOFT CORP 4.56%
- META PLATFORMS INC 3.68%
- ELI LILLY & COMPANY 3.35%
Only in SCHD
91 total- QUALCOMM Inc 6.74%
- UnitedHealth Group Inc 5.09%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Abbott Laboratories 2.96%
- Altria Group Inc 2.94%
- Bristol-Myers Squibb Co 2.93%
Related comparisons
More comparisons with IWY
- IWY vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- IWY vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- IWY vs IWM · iShares Russell 2000 ETF 0.0%
- IWY vs VB · Vanguard Morningstar Small-Cap ETF 0.0%
- IWY vs IWF · iShares Russell 1000 Growth ETF 89.1%
- IWY vs MGK · Vanguard Morningstar Mega Cap Growth ETF 76.9%
More comparisons with SCHD
- SCHD vs DYNF · iShares U.S. Equity Factor Rotation Active ETF 3.1%
- SCHD vs ONEQ · Fidelity Nasdaq Composite Index ETF 3.1%
- SCHD vs IWF · iShares Russell 1000 Growth ETF 3.1%
- SCHD vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 3.0%
- SCHD vs SCHM · Schwab U.S. Mid-Cap ETF 3.0%
- SCHD vs IWP · iShares Russell Mid-Cap Growth ETF 3.0%
Percentages are holdings overlap with the named fund.
Open IWY 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.