Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWB vs SCHG: how they differ
IWB and SCHG hold 50% of their weight in the same names, and IWB returned more over the year.
iShares Russell 1000 ETF and Schwab U.S. Large-Cap Growth ETF.
What they hold in common
By the books each fund has filed, IWB and SCHG hold 50% of their money in the same securities at the same weight.
| Holding | IWB | SCHG |
|---|---|---|
| NVIDIA CORPORATION | 6.73% | 11.02% |
| APPLE INC. | 6.03% | 9.84% |
| MICROSOFT CORPORATION | 4.00% | 7.18% |
| AMAZON.COM, INC. | 3.33% | 5.68% |
| ALPHABET INC. | 3.00% | 4.76% |
| BROADCOM INC. | 2.54% | 4.55% |
| ALPHABET INC. | 2.42% | 3.78% |
| META PLATFORMS, INC. | 1.79% | 3.46% |
| TESLA, INC. | 1.77% | 3.92% |
| ELI LILLY AND COMPANY | 1.38% | 3.06% |
| ADVANCED MICRO DEVICES, INC. | 1.36% | 2.94% |
| VISA INC. | 0.82% | 1.92% |
| Only in IWB | Only in SCHG |
|---|---|
| MICRON TECHNOLOGY, INC. 1.88% | Linde PLC 0.81% |
| BERKSHIRE HATHAWAY INC. 1.34% | Trane Technologies PLC 0.35% |
| JPMORGAN CHASE & CO. 1.26% | TE Connectivity PLC 0.22% |
| INTEL CORPORATION 0.88% | Credo Technology Group Holding Ltd 0.13% |
| JOHNSON & JOHNSON 0.88% | Carnival Corp Ltd 0.13% |
| APPLIED MATERIALS, INC. 0.83% | FTAI Aviation Ltd 0.09% |
| EXXON MOBIL CORPORATION 0.82% | Flutter Entertainment PLC 0.06% |
| LAM RESEARCH CORPORATION 0.78% | Roivant Sciences Ltd 0.05% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.
| IWB iShares Russell 1000 ETF | SCHG Schwab U.S. Large-Cap Growth ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | Russell 1000 | U.S. Large-Cap Growth |
| Total return, 1 year | +16.7% | +12.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.8 pts | −4.8 pts |
| Expense ratio | 0.15% | 0.04% |
| Already in the S&P 500 | 91.9% | 95.4% |
| Holdings | 1024 | 193 |
IWB in plain words
IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1024 positions, with the top ten at 33.5%.
SCHG in plain words
SCHG is an index equity fund tracking the U.S. Large-Cap Growth. Over the year to Sep 11, 2026 it returned +12.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 193 positions, with the top ten at 57.2%.
Questions people ask
- Which returned more over the last year, IWB or SCHG?
- In the year to Sep 12, 2026, with distributions reinvested, IWB returned +16.7% and SCHG returned +12.7%, so IWB returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWB or SCHG?
- IWB charges 0.15% a year and SCHG charges 0.04%, so SCHG is cheaper. Fees come from each fund's prospectus.
- How much do IWB and SCHG overlap with the S&P 500?
- By their latest filed holdings, 92% of IWB and 95% of SCHG by weight is stocks the S&P 500 already holds. Between the two funds, 50% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IWB against SCHG, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWB-SCHG Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources