ETF Copilot

IWV vs SCHB: holdings overlap, shared companies and scores

As of October 28, 2026, IWV and SCHB overlap 98.2% by weight. iShares Russell 3000 ETF (IWV): U.S. total market index. Schwab U.S. Broad Market ETF (SCHB): U.S. broad market stocks.

Updated October 28, 2026

Where IWV and SCHB trade against their own history

IWV trades at 24.2 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.

SCHB trades at 24.3 times earnings, against its own median of 22.2, and is more expensive than 65% of its own last 9 years.

What do IWV and SCHB each hold?

What's inside IWV: Tech 41%, Magnificent 7 30%.

34% of IWV is its ten largest holdings.

What's inside SCHB: Tech 42%, Magnificent 7 30%.

34% of SCHB is its ten largest holdings.

How much do IWV and SCHB overlap? 98.2% by weight

As of October 28, 2026, IWV and SCHB overlap 98.2% by weight.

99% of IWV is already inside SCHB.

99% of SCHB is already inside IWV.

IWV holds 2,581 companies and SCHB holds 2,382; 2,242 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 IWV and SCHB? 6.6 and 6.6 out of 10

As of October 28, 2026, ETF Copilot scores IWV 6.6 out of 10 and SCHB 6.6 out of 10.

They differ most on Growth: IWV 7.2 and SCHB 7.4.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IWV vs SCHB — ETF Copilot factor scores, 0–10
FactorIWVSCHB
Growth7.27.4
Value3.63.4
Risk6.66.4
Quality7.77.7
Return7.57.5

SCHB is the cheaper of the two at 0.03% a year

As of October 28, 2026, IWV charges 0.20% a year, yields 0.86% and holds $20.6B in assets across 2581 positions.

As of October 28, 2026, SCHB charges 0.03% a year, yields 1.02% and holds $45.0B in assets across 2382 positions.

IWV vs SCHB — cost, income and size
MeasureIWVSCHB
Expense ratio0.20%0.03%
Dividend yield0.86%1.02%
Assets under management$20.6B$45.0B
Holdings25812382

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, “IWV vs SCHB holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwv-vs-schb

  1. iShares Russell 3000 ETF (IWV)
  2. Schwab U.S. Broad Market ETF (SCHB)

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