IDU vs SCHC: Holdings Overlap
iShares · 44 holdings · $1.5B · as of 2026-04-30
SCHCSchwab International Small-Cap Equity ETF
Schwab · 2230 holdings · $5.5B · as of 2026-05-31
Holdings snapshots are 31 days apart (IDU: 2026-04-30, SCHC: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IDU and SCHC?
iShares U.S. Utilities ETF (IDU, by iShares) holds 44 positions; Schwab International Small-Cap Equity ETF (SCHC, by Schwab) holds 2230. They have 1 holdings in common, and by portfolio weight the two funds are 0.2% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IDU holds 44 · SCHC holds 2230
- Weight in Shared Holdings
- IDU 0%·SCHC 0%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IDU
43 of 44 positions (99.5% of the fund) are not held by SCHC. Showing the top 30 by weight.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IDU | -4.3% | +3.5% | +2.8% | +14.4% | +8.5% | +8.6% | 2.27% |
| SCHC | +4.9% | +11.6% | +20.4% | +17.4% | +6.7% | +8.3% | 3.32% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IDU vs SCHC →
Shared Holdings(1)
 BEPCBrookfield Renewable Corporation CL A EX SUB VTG | 0.29% | 0.20% | 0.20% |
|---|
Frequently Asked Questions
How much do IDU and SCHC overlap?
IDU and SCHC overlap by 0.2% of portfolio weight. They share 1 holdings (IDU holds 44 positions and SCHC holds 2230), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IDU and SCHC?
The two portfolios are 0.2% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IDU and SCHC?
The largest positions held by both funds are BEPC. Together the top 1 shared positions account for 100% of the total overlap.
What does IDU own that SCHC doesn't?
43 positions (99.5% of IDU) are unique to IDU, led by NEE, SO and DUK. In the other direction, 2229 positions (99.0% of SCHC) are unique to SCHC.