IWM vs SCHA: holdings overlap, shared companies and scores
As of October 28, 2026, IWM and SCHA overlap 66.5% by weight. iShares Russell 2000 ETF (IWM): Owns a focused strategy. Schwab U.S. Small-Cap ETF (SCHA): Small U.S. company stocks.
Updated October 28, 2026
Where IWM and SCHA trade against their own history
IWM trades at 17.1 times earnings, against its own median of 17.1, and is cheaper than 51% of its own last 9 years.
SCHA trades at 17.3 times earnings, against its own median of 17.4, and is cheaper than 53% of its own last 9 years.
What moved IWM and SCHA this week
IWM rose 1.7% in the week to October 28, 2026. The holdings that moved it most were Viasat (+25.0%), Twist Bioscience (+16.3%) and Brinker (+17.4%); Firstcash (−12.3%) pushed the other way.
SCHA rose 1.5% in the week to October 28, 2026. The holdings that moved it most were Viasat (+25.0%), Twist Bioscience (+16.3%) and Ryder System (+14.7%); Landstar System (−19.0%) pushed the other way.
What do IWM and SCHA each hold?
What's inside IWM: Tech 15%, Semiconductors 2%.
3% of IWM is its ten largest holdings.
What's inside SCHA: Tech 16%, Semiconductors 3%.
3% of SCHA is its ten largest holdings.
How much do IWM and SCHA overlap? 66.5% by weight
As of October 28, 2026, IWM and SCHA overlap 66.5% by weight.
92% of IWM is already inside SCHA.
67% of SCHA is already inside IWM.
IWM holds 1,965 companies and SCHA holds 1,742; 1,427 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? 3.5 and 3.8 out of 10
As of October 28, 2026, ETF Copilot scores IWM 3.5 out of 10 and SCHA 3.8 out of 10.
They differ most on Return: IWM 4.2 and SCHA 4.8.
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 | IWM | SCHA |
|---|---|---|
| Growth | 3.2 | 3.2 |
| Value | 6.9 | 7.0 |
| Risk | 2.6 | 2.8 |
| Quality | 0.5 | 0.8 |
| Return | 4.2 | 4.8 |
SCHA is the cheaper of the two at 0.03% a year
As of October 28, 2026, IWM charges 0.19% a year, yields 0.97% and holds $75.6B in assets across 1965 positions.
As of October 28, 2026, SCHA charges 0.03% a year, yields 1.13% and holds $22.0B in assets across 1742 positions.
| Measure | IWM | SCHA |
|---|---|---|
| Expense ratio | 0.19% | 0.03% |
| Dividend yield | 0.97% | 1.13% |
| Assets under management | $75.6B | $22.0B |
| Holdings | 1965 | 1742 |
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, “IWM vs SCHA holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwm-vs-scha
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