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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWD vs SCHF: how they differ

IWD and SCHF hold 0% of their weight in the same names, and IWD returned more over the year.

iShares Russell 1000 Value ETF and Schwab International Equity ETF.

What they hold in common

By the books each fund has filed, IWD and SCHF hold 0% of their money in the same securities at the same weight.

Positions IWD and SCHF both hold, largest shared weight first
HoldingIWDSCHF
SUNBELT RENTALS HOLDINGS, INC.0.09%0.11%
RB Global, Inc.0.06%0.07%
Restaurant Brands International Inc.0.03%0.09%
GFL ENVIRONMENTAL INC.0.03%0.03%
BROOKFIELD ASSET MANAGEMENT LTD.0.00%0.06%
Largest positions each one holds and the other does not
Only in IWDOnly in SCHF
AMAZON.COM, INC. 5.95%SK hynix Inc 2.83%
APPLE INC. 5.38%ASML Holding NV 2.12%
MICROSOFT CORPORATION 3.89%HSBC Holdings PLC 1.09%
BERKSHIRE HATHAWAY INC. 2.62%Novartis AG 0.98%
JPMORGAN CHASE & CO. 2.46%AstraZeneca PLC 0.94%
INTEL CORPORATION 1.72%Royal Bank of Canada 0.91%
JOHNSON & JOHNSON 1.72%Nestle SA 0.88%
EXXON MOBIL CORPORATION 1.60%Shell PLC 0.81%

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.

IWD and SCHF on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWD
iShares Russell 1000 Value ETF
SCHF
Schwab International Equity ETF
Where it sitsCore index fundCore index fund
IssueriSharesSchwab
What it isRussell 1000 valueInternational Equity
Total return, 1 year+27.4%+25.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+9.9 pts+8.0 pts
Expense ratio0.18%0.03%
Already in the S&P 50090.2%0.0%
Holdings8701476

IWD in plain words

IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 870 positions, with the top ten at 27.9%.

SCHF in plain words

SCHF is an index equity fund tracking the International Equity. Over the year to Sep 11, 2026 it returned +25.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1476 positions, with the top ten at 14.9%.

Questions people ask

Which returned more over the last year, IWD or SCHF?
In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and SCHF returned +25.4%, so IWD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWD or SCHF?
IWD charges 0.18% a year and SCHF charges 0.03%, so SCHF is cheaper. Fees come from each fund's prospectus.
How much do IWD and SCHF overlap with the S&P 500?
By their latest filed holdings, 90% of IWD and 0% of SCHF by weight is stocks the S&P 500 already holds. Between the two funds, 0% 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.

IWD against SCHF, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IWD against SCHF, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWD-SCHF Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources