Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IWD vs SCHH: how they differ
IWD and SCHH hold 0% of their weight in the same names, and IWD returned more over the year.
iShares Russell 1000 Value ETF and Schwab U.S. REIT ETF.
What they hold in common
By the books each fund has filed, IWD and SCHH hold 0% of their money in the same securities at the same weight.
| Only in IWD | Only in SCHH |
|---|---|
| AMAZON.COM INC 6.04% | Welltower Inc 9.64% |
| APPLE 5.83% | Prologis Inc 8.97% |
| MICROSOFT 4.93% | Equinix Inc 4.89% |
| BERKSHIRE HATHAWAY INC CLASS B 2.54% | Simon Property Group Inc 4.48% |
| JPMORGAN CHASE & CO 2.54% | Digital Realty Trust Inc 4.36% |
| EXXONMOBIL HOLDINGS CORP 1.85% | American Tower Corp 4.35% |
| JOHNSON & JOHNSON 1.73% | Realty Income Corp 4.00% |
| INTEL CORPORATION 1.23% | Public Storage 3.41% |
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 May 31, 2026 and Sep 10, 2026.
| IWD iShares Russell 1000 Value ETF | SCHH Schwab U.S. REIT ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | Russell 1000 value | US REIT |
| Total return, 1 year | +27.4% | +9.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +9.9 pts | −7.7 pts |
| Expense ratio | 0.18% | 0.07% |
| Already in the S&P 500 | 90.2% | 74.0% |
| Holdings | 814 | 117 |
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 Sep 10, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 814 positions, with the top ten at 29.0%.
SCHH in plain words
SCHH is an index equity fund tracking the US REIT. Over the year to Sep 11, 2026 it returned +9.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 49.8%. It sat 6.7% below its high of Jul 24, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IWD or SCHH?
- In the year to Sep 13, 2026, with distributions reinvested, IWD returned +27.4% and SCHH returned +9.8%, so IWD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWD or SCHH?
- IWD charges 0.18% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.
- How much do IWD and SCHH overlap with the S&P 500?
- By their latest filed holdings, 90% of IWD and 74% of SCHH 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.
Cite this page. ETFIQ, IWD against SCHH, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwd-vs-schh Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources