IWY vs SCHG: Differences, Returns & Fees

IWY and SCHG hold 68% of their weight in the same names, and SCHG returned +10.4% over the year. Net assets: $15.8bn on Oct 20, 2026 for iShares Russell Top 200 Growth ETF, and $61.1bn on May 31, 2026 for Schwab U.S. Large-Cap Growth ETF.

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Answers cite the figures on this page.

SCHG costs 0.16 points a year less; their one-year returns differ by 5.7 points; SCHG is 2.7 times larger.

IWY vs SCHG: Differences, Returns & Fees
IWYSCHG
Expense ratio0.20%0.04%
Net assets, as of Feb 28, 2025$13.8bn$37.8bn
Total return, 1 year+4.7%+10.4%
What it tracksRussell Top 200 Growth IndexDow Jones U.S. Large-Cap Growth Total Stock Market Index
Holdings in common68%
Top ten holdings, share of the fund60.9%57.2%
Below its high5.2%, high on Oct 6, 20263.8%, high on Oct 6, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 19, 2026.

+4.7%
IWY total return, 1 year
+10.4%
SCHG total return, 1 year
0.20%
IWY expense ratio
0.04%
SCHG expense ratio

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What they hold in common

By the books each fund has filed, IWY and SCHG hold 68% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

half

68% in common

Positions both hold, largest shared weight first
Holding IWY SCHG
NVIDIA 15.02% 11.01%
APPLE 8.32% 9.83%
MICROSOFT 6.34% 7.17%
ALPHABET CLASS A 6.07% 4.75%
BROADCOM INC 5.08% 4.55%
TESLA INC 3.78% 3.91%
ALPHABET CLASS C 4.89% 3.78%
META PLATFORMS CLASS A 4.35% 3.45%
ELI LILLY 3.55% 3.06%
ADVANCED MICRO DEVICES 3.10% 2.93%
VISA CLASS A 2.51% 1.92%
MASTERCARD CLASS A 1.83% 1.40%
Only in IWY
MICRON TECHNOLOGY 3.54%
LAM RESEARCH 1.25%
CATERPILLAR INC 1.21%
APPLIED MATERIAL INC 1.20%
GE AEROSPACE 1.18%
TEXAS INSTRUMENT 0.92%
HOME DEPOT 0.84%
ORACLE 0.81%
Only in SCHG
UnitedHealth Group Inc 1.20%
General Electric Co 1.18%
Linde PLC 0.81%
Thermo Fisher Scientific Inc 0.65%
Walt Disney Co 0.63%
Salesforce Inc 0.62%
Blackrock Inc 0.52%
S&P Global Inc 0.45%

Check overlap with more funds →

On the same fields

IWY
iShares Russell Top 200 Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks an index of U.S. Large-Cap Growth
Total return, 1 year +4.7% +10.4%
Its benchmark over the same days +15.0% (IWV) +15.8% (IVV)
Gap to its benchmark −10.4 pts vs IWV −5.5 pts vs IVV
Expense ratio 0.20% 0.04%
Already in the S&P 500 98.8% 95.3%
Holdings 102 193
Net assets, IWY as of Oct 20, 2026 and SCHG as of May 31, 2026 $15.8bn $61.1bn

IWY and SCHG on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About IWY

IWY tracks an index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 19, 2026, 99% of the fund by weight is stocks the S&P 500 also holds, across 102 positions, with the top ten at 60.9%. It sat 5.2% below its high of Oct 6, 2026 on Oct 20, 2026.

Over the year to Oct 20, 2026 it returned +4.7% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.

About SCHG

SCHG tracks an index of U.S. Large-Cap Growth. Over the year to Oct 20, 2026 it returned +10.4% with distributions reinvested, against +15.8% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.04% 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 193 positions, with the top ten at 57.2%. It sat 3.8% below its high of Oct 6, 2026 on Oct 20, 2026.

Questions people ask

Which returned more over the last year, IWY or SCHG?
In the year to Oct 20, 2026, with distributions reinvested, IWY returned +4.7% and SCHG +10.4%.
Which is cheaper, IWY or SCHG?
SCHG is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWY and SCHG overlap with the S&P 500?
By their latest filed holdings, 99% of IWY and 95% of SCHG by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

ETFIQ, IWY against SCHG, data as of Oct 20, 2026. https://etfiq.com/compare/any/iwy-vs-schg

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