IWD vs SCHV: holdings overlap, shared companies and scores
As of October 9, 2026, IWD and SCHV overlap 66.2% by weight. iShares Russell 1000 Value ETF (IWD): Russell 1000 Value index. Schwab U.S. Large-Cap Value ETF (SCHV): U.S. large-cap value stocks.
Updated October 9, 2026
Where IWD and SCHV trade against their own history
IWD trades at 20.9 times earnings, against its own median of 17.8, and is more expensive than 86% of its own 115 monthly readings since 2017.
SCHV trades at 20.1 times earnings, against its own median of 18.3, and is more expensive than 73% of its own 115 monthly readings since 2017.
What moved IWD and SCHV this week
IWD rose 1.7% in the week to October 9, 2026. The holdings that moved it most were Amazon.com (+4.3%), Microsoft (+3.4%) and Walmart (+6.8%); Intel (−12.3%) pushed the other way.
SCHV rose 1.2% in the week to October 9, 2026. The holdings that moved it most were Walmart (+6.8%), Abbvie (+5.2%) and Cisco Systems (+5.5%); Intel (−12.3%) pushed the other way.
What do IWD and SCHV each hold?
What's inside IWD: Tech 22%, Magnificent 7 19%.
30% of IWD is its ten largest holdings.
What's inside SCHV: Tech 17%, Semiconductors 7%.
20% of SCHV is its ten largest holdings.
How much do IWD and SCHV overlap? 66.2% by weight
As of October 9, 2026, IWD and SCHV overlap 66.2% by weight.
66% of IWD is already inside SCHV.
90% of SCHV is already inside IWD.
IWD holds 871 companies and SCHV holds 566; 516 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 IWD and SCHV? 5.1 and 5.0 out of 10
As of October 9, 2026, ETF Copilot scores IWD 5.1 out of 10 and SCHV 5.0 out of 10.
They differ most on Value: IWD 0.7 and SCHV 2.9.
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 | IWD | SCHV |
|---|---|---|
| Growth | 3.7 | 2.8 |
| Value | 0.7 | 2.9 |
| Risk | 8.7 | 8.7 |
| Quality | 5.8 | 5.2 |
| Return | 6.7 | 5.9 |
SCHV is the cheaper of the two at 0.04% a year
As of October 9, 2026, IWD charges 0.18% a year, yields 1.39% and holds $82.0B in assets across 871 positions.
As of October 9, 2026, SCHV charges 0.04% a year, yields 1.85% and holds $15.3B in assets across 566 positions.
| Measure | IWD | SCHV |
|---|---|---|
| Expense ratio | 0.18% | 0.04% |
| Dividend yield | 1.39% | 1.85% |
| Assets under management | $82.0B | $15.3B |
| Holdings | 871 | 566 |
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, “IWD vs SCHV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/iwd-vs-schv
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