IWM vs SCHA: holdings overlap, shared companies and scores

As of September 11, 2026, IWM and SCHA overlap 58.1% by weight. iShares Russell 2000 ETF (IWM): Russell 2000 index. Schwab U.S. Small-Cap ETF (SCHA): Owns a focused strategy.

Updated September 11, 2026

How much do IWM and SCHA overlap?

As of September 11, 2026, IWM and SCHA overlap 58.1% by weight.

89% of IWM is already inside SCHA.

58% of SCHA is already inside IWM.

IWM holds 1,951 companies and SCHA holds 1,665; 1,353 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 IWM and SCHA?

As of September 11, 2026, ETF Copilot scores IWM 4.2 out of 10 and SCHA 4.8 out of 10.

They differ most on Growth: IWM 5.1 and SCHA 6.9.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IWM vs SCHA — ETF Copilot factor scores, 0–10
Factor	IWM	SCHA
Growth	5.1	6.9
Valuation	8.2	6.7
Risk	2.4	3.7
Quality	0.7	1.0
Return	4.3	4.6

SCHA is the cheaper of the two at 0.03% a year

As of September 11, 2026, IWM charges 0.19% a year, yields 1.34% and holds $80.5B in assets across 1951 positions.

As of September 11, 2026, SCHA charges 0.03% a year, yields 1.25% and holds $22.6B in assets across 1665 positions.

IWM vs SCHA — cost, income and size
Measure	IWM	SCHA
Expense ratio	0.19%	0.03%
Dividend yield	1.34%	1.25%
Assets under management	$80.5B	$22.6B
Holdings	1951	1665

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.

Where IWM and SCHA trade against their own history

IWM trades at 16.8 times earnings, against its own median of 16.7, and is more expensive than 56% of its own 114 monthly readings since 2017.

SCHA trades at 17.8 times earnings, against its own median of 17.1, and is more expensive than 66% of its own 114 monthly readings since 2017.

What moved IWM and SCHA this week

IWM fell 2.1% in the week to September 11, 2026. The holdings that moved it most were Servicetitan (−41.3%), Qualys (−13.8%) and Dyne Therapeutics (−27.0%); Maxlinear (+25.4%) pushed the other way.

SCHA fell 1.2% in the week to September 11, 2026. The holdings that moved it most were UiPath (−24.5%), Revolution Medicines (−3.4%) and Servicetitan (−41.3%); Lumentum (+9.4%) pushed the other way.

What do IWM and SCHA each hold?

What's inside IWM: Tech 14%, Semiconductors 2%.

3% of IWM is its ten largest holdings.

What's inside SCHA: Tech 23%, Memory 6%.

11% of SCHA is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “IWM vs SCHA holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwm-vs-scha