IWP vs SCHM: holdings overlap, shared companies and scores
As of September 11, 2026, IWP and SCHM overlap 19.5% by weight. iShares Russell Mid-Cap Growth ETF (IWP): Russell MidCap Growth index. Schwab U.S. Mid-Cap ETF (SCHM): U.S. mid-cap stocks.
Updated September 11, 2026
How much do IWP and SCHM overlap?
As of September 11, 2026, IWP and SCHM overlap 19.5% by weight.
26% of IWP is already inside SCHM.
30% of SCHM is already inside IWP.
IWP holds 268 companies and SCHM holds 487; 121 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 IWP and SCHM?
As of September 11, 2026, ETF Copilot scores IWP 5.1 out of 10 and SCHM 4.9 out of 10.
They differ most on Risk: IWP 2.5 and SCHM 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 | IWP | SCHM |
|---|---|---|
| Growth | 8.4 | 7.3 |
| Valuation | 6.9 | 5.0 |
| Risk | 2.5 | 4.8 |
| Quality | 2.9 | 1.5 |
| Return | 3.6 | 4.6 |
SCHM is the cheaper of the two at 0.03% a year
As of September 11, 2026, IWP charges 0.23% a year, yields 0.66% and holds $19.6B in assets across 268 positions.
As of September 11, 2026, SCHM charges 0.03% a year, yields 1.34% and holds $14.8B in assets across 487 positions.
| Measure | IWP | SCHM |
|---|---|---|
| Expense ratio | 0.23% | 0.03% |
| Dividend yield | 0.66% | 1.34% |
| Assets under management | $19.6B | $14.8B |
| Holdings | 268 | 487 |
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 IWP and SCHM trade against their own history
IWP trades at 29.6 times earnings, against its own median of 27.0, and is more expensive than 60% of its own 114 monthly readings since 2017.
SCHM trades at 20.3 times earnings, against its own median of 19.0, and is more expensive than 71% of its own 114 monthly readings since 2017.
What moved IWP and SCHM this week
IWP fell 1.3% in the week to September 11, 2026. The holdings that moved it most were Snowflake (−7.7%), Robinhood Markets (−9.7%) and Autodesk (−10.6%); Cloudflare (+7.7%) pushed the other way.
SCHM fell 1.4% in the week to September 11, 2026. The holdings that moved it most were Casey S General Stores (−18.8%), Guidewire Software (−30.5%) and Cooper (−23.7%); Bloom Energy (+17.1%) pushed the other way.
What do IWP and SCHM each hold?
What's inside IWP: Tech 34%, AI 8%.
21% of IWP is its ten largest holdings.
What's inside SCHM: Tech 21%, Memory 5%.
13% of SCHM is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IWP vs SCHM holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwp-vs-schm
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