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IWV vs SCHX: Differences, Returns & Fees

IWV and SCHX hold 83% of their weight in the same names. Net assets: $20.6bn on Oct 9, 2026 for iShares Russell 3000 ETF, and $72.6bn on May 31, 2026 for Schwab U.S. Large-Cap ETF.

SCHX costs 0.17 points a year less; their one-year returns differ by 0.1 points; SCHX is 3.4 times larger.

IWV vs SCHX: Differences, Returns & Fees
IWVSCHX
Expense ratio0.20%0.03%
Net assets, as of Feb 28, 2025$15.5bn$52.6bn
Total return, 1 year+16.7%+16.6%
What it tracksRussell 3000 IndexDow Jones U.S. Large-Cap Total Stock Market Index
Holdings in common83%
Top ten holdings, share of the fund34.7%37.3%

Holdings in common uses holdings dated May 31, 2026 and Oct 9, 2026.

+16.7%
IWV total return, 1 year
+16.6%
SCHX total return, 1 year
0.20%
IWV expense ratio
0.03%
SCHX expense ratio

What they hold in common

By the books each fund has filed, IWV and SCHX hold 83% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Oct 9, 2026.

half

83% in common

Positions both hold, largest shared weight first
Holding IWV SCHX
NVIDIA 7.15% 7.50%
APPLE 6.51% 6.69%
MICROSOFT 5.32% 4.88%
AMAZON.COM INC 3.40% 3.87%
ALPHABET CLASS A 2.74% 3.23%
BROADCOM INC 2.25% 3.10%
ALPHABET CLASS C 2.21% 2.57%
META PLATFORMS CLASS A 2.11% 2.02%
MICRON TECHNOLOGY 1.55% 1.60%
TESLA INC 1.49% 1.79%
BERKSHIRE HATHAWAY INC CLASS B 1.28% 1.27%
ELI LILLY 1.26% 1.28%
Only in IWV
EXXONMOBIL HOLDINGS CORP 0.93%
APPLIED MATERIAL INC 0.54%
GE AEROSPACE 0.43%
TEXAS INSTRUMENT INC 0.35%
SANDISK 0.31%
MCDONALDS CORP 0.22%
TJX 0.20%
PROLOGIS REIT 0.16%
Only in SCHX
Exxon Mobil Corp 0.89%
Applied Materials Inc 0.52%
General Electric Co 0.50%
Texas Instruments Inc 0.41%
McDonald's Corp 0.29%
Seagate Technology Holdings PLC 0.28%
TJX Cos Inc/The 0.25%
Prologis Inc 0.20%

Check overlap with more funds →

On the same fields

IWV
iShares Russell 3000 ETF
SCHX
Schwab U.S. Large-Cap ETF
Where it sits Stock ETF Stock ETF
Issuer iShares Schwab
What it is Tracks an index Tracks an index of U.S. Large-Cap
Total return, 1 year +16.7% +16.6%
Its benchmark over the same days +16.8% (VTHR) not published
Gap to its benchmark −0.1 pts vs VTHR not available
Expense ratio 0.20% 0.03%
Already in the S&P 500 87.8% 94.5%
Holdings 2600 748
Net assets, IWV as of Oct 9, 2026 and SCHX as of May 31, 2026 $20.6bn $72.6bn

IWV and SCHX on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About IWV

IWV tracks an index. Over the year to Oct 9, 2026 it returned +16.7% with distributions reinvested, against +16.8% for its benchmark, the Russell 3000 Index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,600 positions, with the top ten at 34.7%.

About SCHX

SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 9, 2026 it returned +16.6% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 94% 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, IWV or SCHX?
In the year to Oct 9, 2026, with distributions reinvested, IWV returned +16.7% and SCHX +16.6%.
Which is cheaper, IWV or SCHX?
SCHX is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWV and SCHX overlap with the S&P 500?
By their latest filed holdings, 88% of IWV and 94% of SCHX by weight is stocks the S&P 500 already holds.
Other comparisons
IWV vs VIGIWV vs SCHBIWV vs SPYMIWV vs RDVYOEF vs SCHXMTUM vs SCHXSCHX vs SPHQSCHX vs SPMO
IWV on its own →SCHX on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
IWV filings on SEC EDGAR ↗IWV prospectus with the expense ratio (SEC) ↗iShares page for IWV ↗SCHX filings on SEC EDGAR ↗SCHX prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.

Cite this pageCitation, APA and Markdown

ETFIQ, IWV against SCHX, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwv-vs-schx

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.