IWY vs SCHG: Holdings Overlap
IWYiShares Russell Top 200 Growth ETF
iShares · 110 holdings · $16.6B · 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 (IWY: 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 IWY and SCHG?
iShares Russell Top 200 Growth ETF (IWY, by iShares) holds 110 positions; Schwab U.S. Large-Cap Growth ETF (SCHG, by Schwab) holds 193. They have 53 holdings in common, and by portfolio weight the two funds are 73.5% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 73.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 53IWY holds 110 · SCHG holds 193
- Weight in Shared Holdings
- IWY 86%·SCHG 82%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 IWY
57 of 110 positions (13.9% of the fund) are not held by SCHG. Showing the top 30 by weight.
Sector Breakdown
| Sector | IWY | SCHG |
|---|---|---|
| Information Technology | 53.1% | 45.9% |
| Communication Services | 13.0% | 15.3% |
| Consumer Discretionary | 11.3% | 12.3% |
| Health Care | 7.5% | 8.4% |
| Financials | 5.9% | 6.8% |
| Other Sectors | 9.0% | 11.2% |
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 |
|---|---|---|---|---|---|---|---|
| IWY | +2.5% | +5.3% | +13.9% | +22.5% | +13.7% | +18.8% | 0.34% |
| 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 IWY vs SCHG →
Shared Holdings(53)
The top 10 shared positions account for 73% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 14.62% | 11.01% | 11.01% |
|---|---|---|---|
 AAPLApple Inc. COM | 13.13% | 9.83% | 9.83% |
 MSFTMicrosoft Corp. COM | 9.91% | 7.17% | 7.17% |
 AMZNAmazon.com, Inc. COM | 4.46% | 5.67% | 4.46% |
 AVGOBroadcom Inc COM | 4.31% | 4.55% | 4.31% |
 GOOGLAlphabet Inc. CAP STK CL A | 3.93% | 4.75% | 3.93% |
 TSLATesla Inc COM | 3.52% | 3.91% | 3.52% |
 METAMeta Platforms Inc CL A | 3.42% | 3.45% | 3.42% |
 GOOGAlphabet Inc. CAP STK CL C | 3.20% | 3.78% | 3.20% |
 LLYEli Lilly & Co. COM | 2.88% | 3.05% | 2.88% |
 VVisa Inc COM CL A | 2.16% | 1.92% | 1.92% |
 COSTCostco Wholesale Corporation COM | 1.88% | 1.48% | 1.48% |
 MAMasterCard Incorporated CL A | 1.71% | 1.40% | 1.40% |
 NFLXNetflix, Inc. COM | 1.73% | 1.27% | 1.27% |
 PLTRPalantir Technologies Inc CL A | 1.36% | 1.25% | 1.25% |
 GEGE Aerospace COM NEW | 1.25% | 1.18% | 1.18% |
 GEVGE Vernova Inc. COM | 1.00% | 0.91% | 0.91% |
 KLACKLA Corp. COM NEW | 0.82% | 0.88% | 0.82% |
 AMDAdvanced Micro Devices Inc. COM | 0.81% | 2.93% | 0.81% |
 PANWPalo Alto Networks Inc COM | 0.55% | 0.79% | 0.55% |
 ANETArista Networks Inc COM SHS | 0.54% | 0.57% | 0.54% |
 ISRGIntuitive Surgical Inc. COM NEW | 0.69% | 0.53% | 0.53% |
 UBERUber Technologies Inc COM | 0.62% | 0.51% | 0.51% |
 BKNGBooking Holdings Inc COM | 0.55% | 0.47% | 0.47% |
 NOWServicenow Inc COM | 0.46% | 0.45% | 0.45% |
Frequently Asked Questions
How much do IWY and SCHG overlap?
IWY and SCHG overlap by 73.5% of portfolio weight. They share 53 holdings (IWY holds 110 positions and SCHG holds 193), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IWY and SCHG?
The two portfolios are 73.5% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of IWY and SCHG?
The largest positions held by both funds are NVDA, AAPL, MSFT, AMZN and AVGO. Together the top 10 shared positions account for 73% of the total overlap.
What does IWY own that SCHG doesn't?
57 positions (13.9% of IWY) are unique to IWY, led by ABBV, LRCX and HD. In the other direction, 140 positions (17.9% of SCHG) are unique to SCHG.