IWM vs SCHG: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
SCHGSchwab U.S. Large-Cap Growth ETF
Schwab · 193 holdings · $62.4B · as of 2026-05-31
Holdings snapshots are 61 days apart (IWM: 2026-03-31, SCHG: 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 IWM and SCHG?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; Schwab U.S. Large-Cap Growth ETF (SCHG, by Schwab) holds 193. They have 2 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
- 2IWM holds 1941 · SCHG holds 193
- Weight in Shared Holdings
- IWM 1%·SCHG 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 IWM
1939 of 1941 positions (98.9% of the fund) are not held by SCHG. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | SCHG |
|---|---|---|
| Information Technology | 13.6% | 45.9% |
| Industrials | 17.9% | 6.6% |
| Health Care | 16.6% | 8.4% |
| Financials | 15.3% | 6.8% |
| Communication Services | 2.5% | 15.3% |
| Other Sectors | 28.2% | 17.0% |
| Unclassified | 5.5% | 0.0% |
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. “Unclassified” is weight we could not classify (5% of IWM, 0% of SCHG).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IWM | +1.8% | +23.0% | +38.6% | +17.1% | +7.5% | +10.8% | 0.88% |
| SCHG | +4.3% | +9.9% | +19.1% | +24.1% | +14.0% | +18.6% | 0.37% |
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 IWM vs SCHG →
Shared Holdings(2)
Frequently Asked Questions
How much do IWM and SCHG overlap?
IWM and SCHG overlap by 0.2% of portfolio weight. They share 2 holdings (IWM holds 1941 positions and SCHG holds 193), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and SCHG?
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 IWM and SCHG?
The largest positions held by both funds are CRDO and OKLO. Together the top 2 shared positions account for 100% of the total overlap.
What does IWM own that SCHG doesn't?
1939 positions (98.9% of IWM) are unique to IWM, led by BE, CDE and FN. In the other direction, 191 positions (99.8% of SCHG) are unique to SCHG.