Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IWD vs SCHX: how they differ
IWD and SCHX 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. Large-Cap ETF.
What they hold in common
By the books each fund has filed, IWD and SCHX hold 0% of their money in the same securities at the same weight.
| Only in IWD | Only in SCHX |
|---|---|
| AMAZON.COM INC 6.04% | NVIDIA Corp 7.51% |
| APPLE 5.83% | Apple Inc 6.71% |
| MICROSOFT 4.93% | Microsoft Corp 4.89% |
| BERKSHIRE HATHAWAY INC CLASS B 2.54% | Amazon.com Inc 3.87% |
| JPMORGAN CHASE & CO 2.54% | Alphabet Inc 3.24% |
| EXXONMOBIL HOLDINGS CORP 1.85% | Broadcom Inc 3.10% |
| JOHNSON & JOHNSON 1.73% | Alphabet Inc 2.58% |
| INTEL CORPORATION 1.23% | Meta Platforms Inc 2.02% |
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 | SCHX Schwab U.S. Large-Cap ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | Russell 1000 value | U.S. Large-Cap |
| Total return, 1 year | +27.4% | +16.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +9.9 pts | −0.7 pts |
| Expense ratio | 0.18% | 0.03% |
| Already in the S&P 500 | 90.2% | 94.9% |
| Holdings | 814 | 748 |
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%.
SCHX in plain words
SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% 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 748 positions, with the top ten at 37.3%.
Questions people ask
- Which returned more over the last year, IWD or SCHX?
- In the year to Sep 13, 2026, with distributions reinvested, IWD returned +27.4% and SCHX returned +16.8%, so IWD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWD or SCHX?
- IWD charges 0.18% a year and SCHX charges 0.03%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do IWD and SCHX overlap with the S&P 500?
- By their latest filed holdings, 90% of IWD and 95% of SCHX 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.
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, IWD against SCHX, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwd-vs-schx Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources