Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs SCHD
iShares Russell 2000 ETF and Schwab U.S. Dividend Equity ETF.
What they hold in common
By the books each fund has filed, IWM and SCHD hold 1% of their money in the same securities at the same weight.
| Holding | IWM | SCHD |
|---|---|---|
| Murphy Oil Corp. | 0.14% | 0.12% |
| Moelis & Co. | 0.12% | 0.13% |
| Korn Ferry | 0.11% | 0.09% |
| Artisan Partners Asset Management, Inc. | 0.07% | 0.07% |
| CVB Financial Corp. | 0.11% | 0.07% |
| Marzetti Co. (The) | 0.07% | 0.06% |
| Banner Corp. | 0.07% | 0.06% |
| OFG Bancorp | 0.06% | 0.05% |
| Cohen & Steers, Inc. | 0.07% | 0.05% |
| National Bank Holdings Corp. | 0.06% | 0.05% |
| City Holding Co. | 0.06% | 0.04% |
| Interparfums, Inc. | 0.06% | 0.04% |
| Only in IWM | Only in SCHD |
|---|---|
| Moog, Inc. 0.38% | QUALCOMM Inc 6.75% |
| Hut 8 Corp. 0.37% | Texas Instruments Inc 5.92% |
| Viasat, Inc. 0.35% | UnitedHealth Group Inc 5.10% |
| BrightSpring Health Services, Inc. 0.35% | Coca-Cola Co/The 3.96% |
| Cytokinetics, Inc. 0.35% | Merck & Co Inc 3.87% |
| MaxLinear, Inc. 0.34% | Chevron Corp 3.84% |
| Argan, Inc. 0.34% | Verizon Communications Inc 3.66% |
| UMB Financial Corp. 0.33% | Procter & Gamble Co/The 3.55% |
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 as filed for Jun 30, 2026 and May 31, 2026.
| IWM iShares Russell 2000 ETF | SCHD Schwab U.S. Dividend Equity ETF | |
|---|---|---|
| Where it sits | Core fund | Core fund |
| Issuer | iShares | Schwab |
| What it is | Russell 2000 | US dividend |
| Total return, 1 year | +26.4% | +30.3% |
| S&P 500 over the same days | +20.0% | +20.0% |
| Gap to the S&P 500 | +6.5 pts | +10.3 pts |
| Expense ratio | 0.19% | 0.06% |
| Already in the S&P 500 | 0.0% | 95.1% |
| Holdings | 2014 | 99 |
IWM in plain words
IWM is a index equity fund tracking Russell 2000. Over the year to Sep 4, 2026 it returned +26.4% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%.
SCHD in plain words
SCHD is a index equity fund tracking US dividend. Over the year to Sep 4, 2026 it returned +30.3% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.06% 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 99 positions, with the top ten at 43.7%.
Questions people ask
- Which returned more over the last year, IWM or SCHD?
- In the year to Sep 4, 2026, with distributions reinvested, IWM returned +26.4% and SCHD returned +30.3%, so SCHD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWM or SCHD?
- IWM charges 0.19% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.
- How much do IWM and SCHD overlap with the S&P 500?
- By their latest filed holdings, 0% of IWM and 95% of SCHD by weight is stocks the S&P 500 already holds. Between the two funds, 1% of their books are the same securities at the same weight.
Other comparisons
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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, IWM against SCHD, data as of Sep 4, 2026. https://etfiq.com/compare/any/IWM-SCHD.html Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources