IWF vs SCHD: Holdings Overlap
IWFiShares Russell 1000 Growth ETF
iShares · 387 holdings · $127.3B · as of 2026-03-31
SCHDSchwab U.S. Dividend Equity ETF
Schwab · 99 holdings · $105.7B · as of 2026-05-31
Holdings snapshots are 61 days apart (IWF: 2026-03-31, SCHD: 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 IWF and SCHD?
iShares Russell 1000 Growth ETF (IWF, by iShares) holds 387 positions; Schwab U.S. Dividend Equity ETF (SCHD, by Schwab) holds 99. They have 23 holdings in common, and by portfolio weight the two funds are 3.7% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 23IWF holds 387 · SCHD holds 99
- Weight in Shared Holdings
- IWF 4%·SCHD 45%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 IWF
364 of 387 positions (96.1% of the fund) are not held by SCHD. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWF | SCHD |
|---|---|---|
| Information Technology | 49.2% | 15.8% |
| Consumer Staples | 2.9% | 18.4% |
| Health Care | 8.0% | 18.3% |
| Energy | 0.5% | 14.6% |
| Consumer Discretionary | 13.1% | 6.7% |
| Other Sectors | 26.1% | 25.9% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWF | +2.7% | +5.5% | +13.1% | +22.0% | +12.6% | +17.8% | 0.35% |
| SCHD | +4.2% | +25.6% | +31.4% | +14.9% | +9.7% | +12.8% | 3.09% |
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 IWF vs SCHD →
Shared Holdings(23)
The top 10 shared positions account for 88% of the overlap, led by HD, KO and AMGN.
 HDHome Depot, Inc. (The) | 0.90% | 3.36% | 0.90% |
|---|---|---|---|
 KOCoca-Cola Co (The) COM | 0.52% | 3.96% | 0.52% |
 AMGNAmgen Inc. COM | 0.50% | 3.47% | 0.50% |
 BXBlackstone Inc., Class A | 0.31% | 2.20% | 0.31% |
 ADPAutomatic Data Processing, Inc. COM | 0.27% | 2.25% | 0.27% |
 TXNTexas Instruments Inc. COM | 0.26% | 5.90% | 0.26% |
 FASTFastenal Co. COM | 0.16% | 1.28% | 0.16% |
 LMTLockheed Martin Corporation COM | 0.13% | 2.70% | 0.13% |
 QCOMQUALCOMM Inc. COM | 0.11% | 6.74% | 0.11% |
 PEPPepsico Inc COM | 0.11% | 3.44% | 0.11% |
 BMYBristol-Myers Squibb Company COM | 0.09% | 2.93% | 0.09% |
 DRIDarden Restaurants, Inc. COM | 0.08% | 0.59% | 0.08% |
 ARESAres Management Corporation CL A COM STK | 0.07% | 0.67% | 0.07% |
 BRBroadridge Financial Solutions Inc. COM | 0.06% | 0.45% | 0.06% |
 KMBKimberly-Clark Corporation COM | 0.04% | 0.81% | 0.04% |
 BAHBooz Allen Hamilton Holding Corporation Class A | 0.03% | 0.24% | 0.03% |
 PAYXPaychex Inc COM | 0.03% | 0.79% | 0.03% |
 SLBSLB Ltd. COM USD0.01 | 0.02% | 2.05% | 0.02% |
 HSYHershey Co. (The) COM | 0.01% | 0.72% | 0.01% |
 MTNVail Resorts, Inc. COM | 0.01% | 0.12% | 0.01% |
 DINOHF Sinclair Corporation | 0.00% | 0.28% | 0.00% |
 WENThe Wendys Company COM | 0.00% | 0.03% | 0.00% |
 NXSTNexstar Media Group Inc COMMON STOCK | 0.00% | 0.13% | 0.00% |
Frequently Asked Questions
How much do IWF and SCHD overlap?
IWF and SCHD overlap by 3.7% of portfolio weight. They share 23 holdings (IWF holds 387 positions and SCHD holds 99), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWF and SCHD?
The two portfolios are 3.7% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IWF and SCHD?
The largest positions held by both funds are HD, KO, AMGN, BX and ADP. Together the top 10 shared positions account for 88% of the total overlap.
What does IWF own that SCHD doesn't?
364 positions (96.1% of IWF) are unique to IWF, led by NVDA, AAPL and MSFT. In the other direction, 76 positions (54.7% of SCHD) are unique to SCHD.