Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IWF vs SCHD: how they differ
IWF and SCHD hold 0% of their weight in the same names, and SCHD returned more over the year.
iShares Russell 1000 Growth ETF and Schwab U.S. Dividend Equity ETF.
What they hold in common
By the books each fund has filed, IWF and SCHD hold 0% of their money in the same securities at the same weight.
| Only in IWF | Only in SCHD |
|---|---|
| NVIDIA 15.46% | QUALCOMM Inc 6.75% |
| APPLE 7.77% | Texas Instruments Inc 5.92% |
| ALPHABET CLASS A 5.88% | UnitedHealth Group Inc 5.10% |
| MICROSOFT 5.55% | Coca-Cola Co/The 3.96% |
| BROADCOM INC 5.10% | Merck & Co Inc 3.87% |
| ALPHABET CLASS C 4.77% | Chevron Corp 3.84% |
| META PLATFORMS CLASS A 3.52% | Verizon Communications Inc 3.66% |
| MICRON TECHNOLOGY 3.35% | 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 dated May 31, 2026 and Sep 10, 2026.
| IWF iShares Russell 1000 Growth ETF | SCHD Schwab U.S. Dividend Equity ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | Russell 1000 growth | US dividend |
| Total return, 1 year | +7.0% | +27.6% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −10.5 pts | +10.1 pts |
| Expense ratio | 0.18% | 0.06% |
| Already in the S&P 500 | 93.6% | 95.1% |
| Holdings | 315 | 99 |
IWF in plain words
IWF is an index equity fund tracking the Russell 1000 growth. Over the year to Sep 11, 2026 it returned +7.0% 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, 94% of the fund by weight is stocks the S&P 500 also holds, across 315 positions, with the top ten at 57.3%. It sat 5.0% below its high of Jun 1, 2026 on Sep 11, 2026.
SCHD in plain words
SCHD is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +27.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% 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%. It sat 3.1% below its high of Aug 24, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IWF or SCHD?
- In the year to Sep 13, 2026, with distributions reinvested, IWF returned +7.0% and SCHD returned +27.6%, so SCHD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWF or SCHD?
- IWF charges 0.18% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.
- How much do IWF and SCHD overlap with the S&P 500?
- By their latest filed holdings, 94% of IWF and 95% of SCHD 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, IWF against SCHD, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwf-vs-schd Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources