IWB vs SCHX: holdings overlap, shared companies and scores
As of October 9, 2026, IWB and SCHX overlap 97.1% by weight. iShares Russell 1000 ETF (IWB): Russell 1000 index. Schwab U.S. Large-Cap ETF (SCHX): Top 750 U.S. companies.
Updated October 9, 2026
Where IWB and SCHX trade against their own history
IWB trades at 24.4 times earnings, against its own median of 22.4, and is more expensive than 63% of its own 115 monthly readings since 2017.
SCHX trades at 24.6 times earnings, against its own median of 22.7, and is more expensive than 61% of its own 115 monthly readings since 2017.
What moved IWB and SCHX this week
IWB rose 1.2% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
SCHX rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Palantir Technologies (+10.8%); Nvidia (−2.0%) pushed the other way.
What do IWB and SCHX each hold?
What's inside IWB: Tech 44%, Magnificent 7 32%.
37% of IWB is its ten largest holdings.
What's inside SCHX: Tech 44%, Magnificent 7 33%.
37% of SCHX is its ten largest holdings.
How much do IWB and SCHX overlap? 97.1% by weight
As of October 9, 2026, IWB and SCHX overlap 97.1% by weight.
97% of IWB is already inside SCHX.
99% of SCHX is already inside IWB.
IWB holds 1,023 companies and SCHX holds 752; 739 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWB and SCHX? 6.7 and 6.8 out of 10
As of October 9, 2026, ETF Copilot scores IWB 6.7 out of 10 and SCHX 6.8 out of 10.
They differ most on Risk: IWB 6.6 and SCHX 6.4.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IWB | SCHX |
|---|---|---|
| Growth | 7.3 | 7.4 |
| Value | 3.1 | 3.2 |
| Risk | 6.6 | 6.4 |
| Quality | 8.1 | 8.2 |
| Return | 7.8 | 7.9 |
SCHX is the cheaper of the two at 0.03% a year
As of October 9, 2026, IWB charges 0.15% a year, yields 0.90% and holds $49.6B in assets across 1023 positions.
As of October 9, 2026, SCHX charges 0.03% a year, yields 1.02% and holds $74.9B in assets across 752 positions.
| Measure | IWB | SCHX |
|---|---|---|
| Expense ratio | 0.15% | 0.03% |
| Dividend yield | 0.90% | 1.02% |
| Assets under management | $49.6B | $74.9B |
| Holdings | 1023 | 752 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IWB vs SCHX holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwb-vs-schx
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