SCZ vs SCHC: Holdings Overlap
SCZiShares MSCI EAFE Small-Cap ETF
iShares · 2044 holdings · $13.5B · as of 2026-04-30
SCHCSchwab International Small-Cap Equity ETF
Schwab · 2230 holdings · $5.5B · as of 2026-05-31
Holdings snapshots are 31 days apart (SCZ: 2026-04-30, 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 SCZ and SCHC?
iShares MSCI EAFE Small-Cap ETF (SCZ, by iShares) holds 2044 positions; Schwab International Small-Cap Equity ETF (SCHC, by Schwab) holds 2230. They have 1313 holdings in common, and by portfolio weight the two funds are 49.0% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 49.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1313SCZ holds 2044 · SCHC holds 2230
- Weight in Shared Holdings
- SCZ 49%·SCHC 68%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 SCZ
731 of 2044 positions (50.1% 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 |
|---|---|---|---|---|---|---|---|
| SCZ | +4.1% | +13.5% | +20.2% | +16.6% | +5.9% | +8.6% | 3.07% |
| 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 SCZ vs SCHC →
Shared Holdings(1313)
The top 10 shared positions account for 5% of the overlap, led by ACLN, GTT and GAW.
 ACLNAccelleron Industries AG | 0.28% | 0.35% | 0.28% |
|---|---|---|---|
 GTTGaztransport Et Technigaz SA | 0.25% | 0.32% | 0.25% |
 GAWGames Workshop Group PLC | 0.24% | 0.33% | 0.24% |
 SUBCSubsea 7 SA | 0.22% | 0.28% | 0.22% |
 STBStorebrand ASA | 0.22% | 0.29% | 0.22% |
 NKTNkt AS DKK20 | 0.22% | 0.32% | 0.22% |
 LTMCLottomatica Group Spa | 0.20% | 0.26% | 0.20% |
 NDX1Nordex SE | 0.20% | 0.23% | 0.20% |
 SPMSaipem SpA | 0.19% | 0.23% | 0.19% |
 AEDAedifica SA | 0.19% | 0.26% | 0.19% |
 IGGIG Group Holdings PLC | 0.19% | 0.29% | 0.19% |
 NEXNexans SA | 0.19% | 0.28% | 0.19% |
 KCRKonecranes Oyj | 0.18% | 0.24% | 0.18% |
 RILBARingkjoebing Landbobank A/S | 0.17% | 0.23% | 0.17% |
 TE1RUBTechnip Energies NV | 0.17% | 0.23% | 0.17% |
 AIXAAIXTRON SE | 0.17% | 0.29% | 0.17% |
 JYSKJyske Bank A/S | 0.16% | 0.22% | 0.16% |
 TKAthyssenkrupp AG | 0.16% | 0.25% | 0.16% |
 SBMOSBM Offshore NV | 0.16% | 0.19% | 0.16% |
 LMPLondonMetric Property PLC | 0.16% | 0.21% | 0.16% |
 VOEvoestalpine AG | 0.15% | 0.25% | 0.15% |
 BBYBalfour Beatty PLC | 0.15% | 0.20% | 0.15% |
 PRUPerseus Mining Ltd | 0.15% | 0.19% | 0.15% |
 GALEGalenica AG | 0.15% | 0.20% | 0.15% |
 NDAAurubis AG | 0.15% | 0.31% | 0.15% |
Showing the top 250 of 1313 shared holdings by overlap weight.
Frequently Asked Questions
How much do SCZ and SCHC overlap?
SCZ and SCHC overlap by 49.0% of portfolio weight. They share 1313 holdings (SCZ holds 2044 positions and SCHC holds 2230), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SCZ and SCHC?
The two portfolios are 49.0% 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 SCZ and SCHC?
The largest positions held by both funds are ACLN, GTT, GAW, SUBC and STB. Together the top 10 shared positions account for 5% of the total overlap.
What does SCZ own that SCHC doesn't?
731 positions (50.1% of SCZ) are unique to SCZ, led by 5801, 4004 and 5706. In the other direction, 917 positions (31.2% of SCHC) are unique to SCHC.