IWM vs SCHX: Holdings Overlap
iShares · 1941 holdings · $82.2B · as of 2026-03-31
Schwab · 748 holdings · $74.3B · as of 2026-05-31
Holdings snapshots are 61 days apart (IWM: 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 IWM and SCHX?
iShares Russell 2000 ETF (IWM, by iShares) holds 1941 positions; Schwab U.S. Large-Cap ETF (SCHX, by Schwab) holds 748. They have 8 holdings in common, and by portfolio weight the two funds are 0.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 8IWM holds 1941 · SCHX holds 748
- Weight in Shared Holdings
- IWM 4%·SCHX 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
1933 of 1941 positions (96.1% of the fund) are not held by SCHX. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWM | SCHX |
|---|---|---|
| Information Technology | 13.6% | 37.4% |
| Industrials | 17.9% | 9.1% |
| Health Care | 16.6% | 8.4% |
| Financials | 15.3% | 11.4% |
| Communication Services | 2.5% | 10.3% |
| Other Sectors | 28.2% | 23.3% |
| 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 SCHX).
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% |
| 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 IWM vs SCHX →
Shared Holdings(8)
The top 8 shared positions account for 100% of the overlap, led by BE, CRDO and IONQ.
 BEBloom Energy Corp., Class A | 1.01% | 0.11% | 0.11% |
|---|---|---|---|
 CRDOCredo Technology Group Holding Ltd. | 0.52% | 0.05% | 0.05% |
 IONQIonQ, Inc. | 0.34% | 0.04% | 0.04% |
 FNFabrinet | 0.64% | 0.03% | 0.03% |
 KTOSKratos Defense & Security Solutions, Inc. | 0.43% | 0.02% | 0.02% |
 OKLOOklo, Inc., Class A | 0.21% | 0.01% | 0.01% |
 JOBYJoby Aviation, Inc., Class A | 0.16% | 0.01% | 0.01% |
 AVAVAeroVironment, Inc. | 0.24% | 0.01% | 0.01% |
Frequently Asked Questions
How much do IWM and SCHX overlap?
IWM and SCHX overlap by 0.3% of portfolio weight. They share 8 holdings (IWM holds 1941 positions and SCHX holds 748), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWM and SCHX?
The two portfolios are 0.3% 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 SCHX?
The largest positions held by both funds are BE, CRDO, IONQ, FN and KTOS. Together the top 8 shared positions account for 100% of the total overlap.
What does IWM own that SCHX doesn't?
1933 positions (96.1% of IWM) are unique to IWM, led by CDE, NXT and ECHO. In the other direction, 740 positions (99.5% of SCHX) are unique to SCHX.