IWR vs SCHM: holdings overlap, shared companies and scores
As of September 11, 2026, IWR and SCHM overlap 33.3% by weight. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. Schwab U.S. Mid-Cap ETF (SCHM): U.S. mid-cap stocks.
Updated September 11, 2026
How much do IWR and SCHM overlap?
As of September 11, 2026, IWR and SCHM overlap 33.3% by weight.
33% of IWR is already inside SCHM.
87% of SCHM is already inside IWR.
IWR holds 821 companies and SCHM holds 487; 426 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?
As of September 11, 2026, ETF Copilot scores IWR 4.9 out of 10 and SCHM 4.9 out of 10.
They differ most on Valuation: IWR 7.1 and SCHM 5.0.
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 | 5.8 | 7.3 |
| Valuation | 7.1 | 5.0 |
| Risk | 3.9 | 4.8 |
| Quality | 2.9 | 1.5 |
| Return | 4.7 | 4.6 |
SCHM is the cheaper of the two at 0.03% a year
As of September 11, 2026, IWR charges 0.18% a year, yields 1.54% and holds $57.0B in assets across 821 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 | IWR | SCHM |
|---|---|---|
| Expense ratio | 0.18% | 0.03% |
| Dividend yield | 1.54% | 1.34% |
| Assets under management | $57.0B | $14.8B |
| Holdings | 821 | 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 IWR and SCHM trade against their own history
IWR trades at 20.2 times earnings, against its own median of 19.6, and is more expensive than 54% 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 IWR and SCHM this week
IWR fell 2.0% 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%); Hewlett Packa (+14.1%) 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 IWR and SCHM each hold?
What's inside IWR: Tech 18%, AI 3%.
6% of IWR 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, “IWR vs SCHM holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwr-vs-schm
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