IWO vs SCHC: Holdings Overlap
IWOiShares Russell 2000 Growth ETF
iShares · 1101 holdings · $14.8B · as of 2026-03-31
SCHCSchwab International Small-Cap Equity ETF
Schwab · 2230 holdings · $5.5B · as of 2026-05-31
Holdings snapshots are 61 days apart (IWO: 2026-03-31, 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 IWO and SCHC?
iShares Russell 2000 Growth ETF (IWO, by iShares) holds 1101 positions; Schwab International Small-Cap Equity ETF (SCHC, by Schwab) holds 2230. They have 4 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
- 4IWO holds 1101 · SCHC holds 2230
- Weight in Shared Holdings
- IWO 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 IWO
1097 of 1101 positions (99.4% 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 |
|---|---|---|---|---|---|---|---|
| IWO | +1.2% | +21.0% | +34.7% | +17.5% | +5.9% | +11.0% | 0.42% |
| 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 IWO vs SCHC →
Shared Holdings(4)
The top 4 shared positions account for 100% of the overlap, led by NG, PPTA and UUUU.
Frequently Asked Questions
How much do IWO and SCHC overlap?
IWO and SCHC overlap by 0.3% of portfolio weight. They share 4 holdings (IWO holds 1101 positions and SCHC holds 2230), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWO and SCHC?
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 IWO and SCHC?
The largest positions held by both funds are NG, PPTA, UUUU and BBUC. Together the top 4 shared positions account for 100% of the total overlap.
What does IWO own that SCHC doesn't?
1097 positions (99.4% of IWO) are unique to IWO, led by BE, FN and CRDO. In the other direction, 2226 positions (98.9% of SCHC) are unique to SCHC.