IWP vs SCHM: holdings overlap, shared companies and scores
As of October 28, 2026, IWP and SCHM overlap 18.8% by weight. iShares Russell Mid-Cap Growth ETF (IWP): Russell MidCap Growth index. Schwab U.S. Mid-Cap ETF (SCHM): Mid-sized U.S. companies.
Updated October 28, 2026
Where IWP and SCHM trade against their own history
IWP trades at 28.2 times earnings, against its own median of 28.0, and is more expensive than 51% of its own last 9 years.
SCHM trades at 20.1 times earnings, against its own median of 19.4, and is more expensive than 63% of its own last 9 years.
What do IWP and SCHM each hold?
What's inside IWP: Tech 35%, AI 8%.
22% of IWP is its ten largest holdings.
What's inside SCHM: Tech 18%, Semiconductors 3%.
5% of SCHM is its ten largest holdings.
How much do IWP and SCHM overlap? 18.8% by weight
As of October 28, 2026, IWP and SCHM overlap 18.8% by weight.
24% of IWP is already inside SCHM.
28% of SCHM is already inside IWP.
IWP holds 273 companies and SCHM holds 500; 133 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? 4.9 and 4.3 out of 10
As of October 28, 2026, ETF Copilot scores IWP 4.9 out of 10 and SCHM 4.3 out of 10.
They differ most on Growth: IWP 8.5 and SCHM 4.1.
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 | 8.5 | 4.1 |
| Value | 6.7 | 5.6 |
| Risk | 2.3 | 4.8 |
| Quality | 1.9 | 1.8 |
| Return | 3.8 | 4.9 |
SCHM is the cheaper of the two at 0.03% a year
As of October 28, 2026, IWP charges 0.23% a year, yields 0.35% and holds $19.1B in assets across 273 positions.
As of October 28, 2026, SCHM charges 0.03% a year, yields 1.31% and holds $14.8B in assets across 500 positions.
| Measure | IWP | SCHM |
|---|---|---|
| Expense ratio | 0.23% | 0.03% |
| Dividend yield | 0.35% | 1.31% |
| Assets under management | $19.1B | $14.8B |
| Holdings | 273 | 500 |
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, “IWP vs SCHM holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwp-vs-schm
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