Data as of Oct 28, 2026.
IWD vs SCHX: Differences, Returns & Fees
Over the year to Oct 28, 2026, IWD returned +27.5% to SCHX's +13.1%; 57% of their weight is in the same names.
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Net assets: $83.0bn on Oct 27, 2026 for iShares Russell 1000 Value ETF, and $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF.
Pair scorecard
SCHX costs 0.15 points a year less; their one-year returns differ by 14.4 points.
| Measure | IWD | SCHX |
|---|---|---|
| Return | ||
| Total return, 1 year | +27.5% | +13.1% |
| Benchmark | ||
| What it tracks | Russell 1000 Value Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.18% | 0.03% |
| Net assets, IWD as of Oct 27, 2026 and SCHX as of Aug 31, 2026 | $83.0bn | $74.2bn |
| Holdings | ||
| Holdings in common | 57% | |
| Top ten holdings, share of the fund | 29.6% | 36.0% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, IWD and SCHX hold 57% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
57% in common
Only in one fund ↓
Side by side
IWD and SCHX on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IWD and SCHX do different jobs. What does each one do in a portfolio?
- What each follows. IWD follows Russell 1000 Value Index and SCHX follows Dow Jones U.S. Large-Cap Total Stock Market Index.
- One-year total return. Over 1 year to Oct 28, 2026 IWD returned +27.5% and SCHX +13.1% with distributions reinvested, a gap of 14.4 points.
- Cost. IWD charges 0.18% of assets a year and SCHX 0.03%, a gap of 0.15 points.
Data as of Oct 28, 2026.
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IWD
IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.
SCHX
SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 747 positions, with the top ten at 36.0%.
Questions people ask
- Which returned more over the last year, IWD or SCHX?
- In the year to Oct 28, 2026, with distributions reinvested, IWD returned +27.5% and SCHX +13.1%.
- Which is cheaper, IWD or SCHX?
- SCHX is cheaper, by 0.15 percentage points a year. That is about $15 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, IWD against SCHX, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwd-vs-schx
ETFIQ. (Oct 28, 2026). IWD against SCHX. Retrieved from https://etfiq.com/compare/any/iwd-vs-schx
[IWD against SCHX (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iwd-vs-schx)
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