IWF vs SCHX: Holdings Overlap
IWFiShares Russell 1000 Growth ETF
iShares · 387 holdings · $127.3B · as of 2026-03-31
Schwab · 748 holdings · $74.3B · as of 2026-05-31
Holdings snapshots are 61 days apart (IWF: 2026-03-31, SCHX: 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 SCHX?
iShares Russell 1000 Growth ETF (IWF, by iShares) holds 387 positions; Schwab U.S. Large-Cap ETF (SCHX, by Schwab) holds 748. They have 297 holdings in common, and by portfolio weight the two funds are 58.7% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 58.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 297IWF holds 387 · SCHX holds 748
- Weight in Shared Holdings
- IWF 99%·SCHX 67%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
90 of 387 positions (1.3% of the fund) are not held by SCHX. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWF | SCHX |
|---|---|---|
| Information Technology | 49.2% | 37.4% |
| Consumer Discretionary | 13.1% | 9.7% |
| Communication Services | 12.4% | 10.3% |
| Financials | 5.9% | 11.4% |
| Industrials | 6.7% | 9.1% |
| Other Sectors | 12.5% | 22.0% |
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% |
| SCHX | +3.5% | +14.0% | +23.2% | +21.2% | +12.8% | +15.3% | 0.99% |
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 SCHX →
Shared Holdings(297)
The top 10 shared positions account for 63% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 12.92% | 7.50% | 7.50% |
|---|---|---|---|
 AAPLApple Inc. COM | 11.64% | 6.69% | 6.69% |
 MSFTMicrosoft Corp. COM | 8.82% | 4.88% | 4.88% |
 AMZNAmazon.com, Inc. COM | 4.66% | 3.86% | 3.86% |
 GOOGLAlphabet Inc. CAP STK CL A | 3.54% | 3.23% | 3.23% |
 AVGOBroadcom Inc COM | 4.79% | 3.10% | 3.10% |
 GOOGAlphabet Inc. CAP STK CL C | 2.87% | 2.57% | 2.57% |
 METAMeta Platforms, Inc., Class A | 3.46% | 2.02% | 2.02% |
 TSLATesla Inc COM | 3.55% | 1.79% | 1.79% |
 LLYEli Lilly & Co. COM | 2.66% | 1.28% | 1.28% |
 VVisa, Inc., Class A | 1.84% | 0.80% | 0.80% |
 AMDAdvanced Micro Devices Inc. COM | 0.69% | 1.23% | 0.69% |
 COSTCostco Wholesale Corporation COM | 1.60% | 0.62% | 0.62% |
 MAMasterCard Incorporated CL A | 1.45% | 0.59% | 0.59% |
 LRCXLam Research Corporation COM NEW | 0.97% | 0.58% | 0.58% |
 ABBVAbbVie Inc. COM | 1.39% | 0.56% | 0.56% |
 ORCLOracle Corp. COM | 0.89% | 0.56% | 0.56% |
 NFLXNetflix, Inc. COM | 1.47% | 0.53% | 0.53% |
 PLTRPalantir Technologies, Inc., Class A | 1.15% | 0.52% | 0.52% |
 GEGeneral Electric Co. | 1.06% | 0.50% | 0.50% |
 HDHome Depot, Inc. (The) | 0.90% | 0.46% | 0.46% |
 KOCoca-Cola Co (The) COM | 0.52% | 0.45% | 0.45% |
 GEVGE Vernova Inc. COM | 0.85% | 0.38% | 0.38% |
 KLACKLA Corp. COM NEW | 0.70% | 0.37% | 0.37% |
 PANWPalo Alto Networks Inc COM | 0.46% | 0.33% | 0.33% |
Showing the top 250 of 297 shared holdings by overlap weight.
Frequently Asked Questions
How much do IWF and SCHX overlap?
IWF and SCHX overlap by 58.7% of portfolio weight. They share 297 holdings (IWF holds 387 positions and SCHX holds 748), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWF and SCHX?
The two portfolios are 58.7% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of IWF and SCHX?
The largest positions held by both funds are NVDA, AAPL, MSFT, AMZN and GOOGL. Together the top 10 shared positions account for 63% of the total overlap.
What does IWF own that SCHX doesn't?
90 positions (1.3% of IWF) are unique to IWF, led by SPOT, NU and QSR. In the other direction, 451 positions (33.2% of SCHX) are unique to SCHX.