Data as of Oct 28, 2026.

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IWB vs SCHG: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWB returned +13.1% to SCHG's +6.8%; 52% of their weight is in the same names.

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Net assets: $49.1bn on Oct 28, 2026 for iShares Russell 1000 ETF, and $63.0bn on Aug 31, 2026 for Schwab U.S. Large-Cap Growth ETF.

At a glance
+13.1%
IWB total return, 1 year
+6.8%
SCHG total return, 1 year
0.15%
IWB expense ratio
0.04%
SCHG expense ratio

Pair scorecard

SCHG costs 0.11 points a year less; their one-year returns differ by 6.3 points.

IWB vs SCHG: Differences, Returns & Fees
MeasureIWBSCHG
Return
Total return, 1 year+13.1%+6.8%
Drawdown
Below its high3.5%, high on Oct 6, 2026
Benchmark
What it tracksRussell 1000 IndexDow Jones U.S. Large-Cap Growth Total Stock Market Index
Cost and size
Expense ratio0.15%0.04%
Net assets, IWB as of Oct 28, 2026 and SCHG as of Aug 31, 2026$49.1bn$63.0bn
Holdings
Holdings in common52%
Top ten holdings, share of the fund35.3%51.0%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

52%

By the books each fund has filed, IWB and SCHG hold 52% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

0 half 100%

half

52% in common

Positions both hold · largest shared weight first IWB SCHG
NVIDIA 7.15% 10.67%
APPLE 7.06% 9.29%
MICROSOFT 5.56% 7.52%
AMAZON.COM INC 3.46% 5.07%
ALPHABET CLASS A 2.63% 3.97%
BROADCOM INC 2.24% 3.50%
ALPHABET CLASS C 2.12% 3.16%
META PLATFORMS CLASS A 1.92% 2.51%
TESLA INC 1.68% 2.37%
ELI LILLY 1.44% 2.93%
ADVANCED MICRO DEVICES 1.28% 2.37%
VISA CLASS A 0.96% 2.43%
Only in one fund ↓
Only in IWB
MICRON TECHNOLOGY 1.47%
BERKSHIRE HATHAWAY INC CLASS B 1.42%
JPMORGAN CHASE & CO 1.26%
EXXONMOBIL HOLDINGS CORP 1.04%
JOHNSON & JOHNSON 0.91%
WALMART 0.74%
ABBVIE 0.71%
CISCO SYSTEMS INC 0.62%
Only in SCHG
General Electric Co 1.35%
Equinix Inc 0.40%
KKR & Co Inc 0.29%
Moody's Corp 0.29%
Marriott International Inc 0.29%
O'Reilly Automotive Inc 0.28%
Baker Hughes a GE Co LLC 0.24%
TE Connectivity PLC 0.23%
Check overlap with more funds →

Side by side

IWB iShares Russell 1000 ETF SCHG Schwab U.S. Large-Cap Growth ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell 1000 Tracks an index of U.S. Large-Cap Growth
Total return, 1 year +13.1% +6.8%
Its benchmark over the same days +13.2% (VONE) +13.7% (IVV)
Gap to its benchmark −0.1 pts vs VONE −6.9 pts vs IVV
Expense ratio 0.15% 0.04%
Already in the S&P 500 91.7% 94.7%
Holdings 1025 192
Net assets, IWB as of Oct 28, 2026 and SCHG as of Aug 31, 2026 $49.1bn $63.0bn

IWB and SCHG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-10F8E9E814

IWB and SCHG do different jobs. What does each one do in a portfolio?

  1. What each follows. IWB follows Russell 1000 Index and SCHG follows Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
  2. One-year total return. Over 1 year to Oct 28, 2026 IWB returned +13.1% and SCHG +6.8% with distributions reinvested, a gap of 6.3 points.
  3. Number of holdings. IWB holds 1,025 positions and SCHG holds 192.

Data as of Oct 28, 2026.

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About each fund
IWB

IWB tracks the Russell 1000. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.2% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 35.3%.

SCHG

SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 28, 2026 it returned +6.8% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 192 positions, with the top ten at 51.0%. It sat 3.5% below its high of Oct 6, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWB or SCHG?
In the year to Oct 28, 2026, with distributions reinvested, IWB returned +13.1% and SCHG +6.8%.
Which is cheaper, IWB or SCHG?
SCHG is cheaper, by 0.11 percentage points a year. That is about $11 on $10,000 held for a year. 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.
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ETFIQ, IWB against SCHG, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwb-vs-schg

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