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ETF comparison

IWY vs SCHG

Both US Large Cap Growth.

iShares Russell Top 200 Growth ETF · Schwab U.S. Large-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
66.5 %

48 positions appear in both funds. Buying equal dollars of IWY and SCHG would leave roughly 66.5% of each dollar exposed to the same underlying securities.

IWY unmatched 33.3% Shared 66.5% SCHG unmatched 33.4%

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.

In IWY only
53 positions
Shared
48 positions
In SCHG only
145 positions

Side by side

IWY

iShares Russell Top 200 Growth ETF

iShares · US Large Cap Growth

79 composite / 100
Expense ratio
0.20%
Net assets
$16.42B
TTM yield
0.34%
Top-10 conc.
59.5%
SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab · US Large Cap Growth

86 composite / 100
Expense ratio
0.040%
Net assets
$63.85B
TTM yield
0.40%
Top-10 conc.
57.2%

Sub-score comparison

80
Cost
96
90
Tax efficiency
90
100
Liquidity
100
29
Concentration
33
—
Tracking quality
—
IWY sub-score SCHG

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHG is 16 bps cheaper than IWY. On a $100,000 position that's about $160/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 SCHG.

Top shared holdings

48 shared in total
# Holding In IWY In SCHG Overlap
1 NVIDIA CORP 14.16% 11.01% 11.01%
2 APPLE INC 7.14% 9.83% 7.14%
3 ALPHABET INC 6.37% 4.75% 4.75%
4 MICROSOFT CORP 4.56% 7.17% 4.56%
5 BROADCOM INC 5.64% 4.55% 4.55%
6 TESLA INC 4.59% 3.91% 3.91%
7 ALPHABET INC 5.14% 3.78% 3.78%
8 META PLATFORMS INC 3.68% 3.45% 3.45%
9 ELI LILLY & COMPANY 3.35% 3.05% 3.05%
10 ADVANCED MICRO DEVICES INC 3.25% 2.93% 2.93%
11 VISA INC 1.95% 1.92% 1.92%
12 MASTERCARD INC 1.43% 1.40% 1.40%

Only in IWY

53 total
  • MICRON TECHNOLOGY INC 4.87%
  • APPLIED MATERIALS INC 1.97%
  • LAM RESEARCH CORP 1.86%
  • CATERPILLAR INC 1.67%
  • SANDISK CORP 1.14%
  • TEXAS INSTRUMENTS INC 0.93%
  • HOME DEPOT INC (THE) 0.90%
  • MARVELL TECHNOLOGY INC 0.89%
  • ORACLE CORP 0.86%
  • AMPHENOL CORP 0.74%

Only in SCHG

145 total
  • UnitedHealth Group Inc 1.20%
  • Linde PLC 0.81%
  • Thermo Fisher Scientific Inc 0.65%
  • Walt Disney Co/The 0.63%
  • Salesforce Inc 0.62%
  • Blackrock Inc 0.52%
  • S&P Global Inc 0.45%
  • Danaher Corp 0.40%
  • Vertex Pharmaceuticals Inc 0.40%
  • Progressive Corp/The 0.39%

Percentages are holdings overlap with the named fund.

Open IWY or SCHG 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.