IWR vs SCHM: holdings overlap, shared companies and scores
As of October 28, 2026, IWR and SCHM overlap 32.0% by weight. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. Schwab U.S. Mid-Cap ETF (SCHM): Mid-sized U.S. companies.
Updated October 28, 2026
Where IWR and SCHM trade against their own history
IWR trades at 20.3 times earnings, against its own median of 20.3, and is more expensive than 50% 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 IWR and SCHM each hold?
What's inside IWR: Tech 19%, Semiconductors 3%.
7% of IWR is its ten largest holdings.
What's inside SCHM: Tech 18%, Semiconductors 3%.
5% of SCHM is its ten largest holdings.
How much do IWR and SCHM overlap? 32.0% by weight
As of October 28, 2026, IWR and SCHM overlap 32.0% by weight.
32% of IWR is already inside SCHM.
91% of SCHM is already inside IWR.
IWR holds 825 companies and SCHM holds 500; 435 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 IWR and SCHM? 4.9 and 4.3 out of 10
As of October 28, 2026, ETF Copilot scores IWR 4.9 out of 10 and SCHM 4.3 out of 10.
They differ most on Value: IWR 7.1 and SCHM 5.6.
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 | IWR | SCHM |
|---|---|---|
| Growth | 3.9 | 4.1 |
| Value | 7.1 | 5.6 |
| Risk | 5.8 | 4.8 |
| Quality | 2.6 | 1.8 |
| Return | 5.3 | 4.9 |
SCHM is the cheaper of the two at 0.03% a year
As of October 28, 2026, IWR charges 0.18% a year, yields 1.16% and holds $57.8B in assets across 825 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 | IWR | SCHM |
|---|---|---|
| Expense ratio | 0.18% | 0.03% |
| Dividend yield | 1.16% | 1.31% |
| Assets under management | $57.8B | $14.8B |
| Holdings | 825 | 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, “IWR vs SCHM holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwr-vs-schm
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