IWD vs SCHV overlap - what they share and where they differ
IWD and SCHV share 58.9% of their weight across 459 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
IWD and SCHV
58.9%
459 shared positions
IWD
iShares Russell 1000 Value ETF
Reported positions cover 100% of the fund, 819 positions · Jun 30, 2026
Top 10: 27.8%·Holdings of IWD
SCHV
Schwab U.S. Large-Cap Value ETF
Reported positions cover 100% of the fund, 552 positions · May 31, 2026
Top 10: 20.3%·Holdings of SCHV
Reported positions cover IWD 100%, SCHV 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SCHV vs IWD side by side
IWDiShares Russell 1000 Value ETF
819
stock positions reported to the SEC
40.8% of its weight is in 360 names SCHV does not hold
SCHVSchwab U.S. Large-Cap Value ETF
552
stock positions reported to the SEC
26.7% of its weight is in 93 names IWD does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Consumer Cyclical: IWD has 4.8 points more of it.
The figures side by side
| IWD | SCHV | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 819 | 552 |
| Weight of the ten largest | 27.8% | 20.3% |
| Largest position | AMZN 5.9% | MU 3.5% |
| Held alone | 360 positions, 40.8% | 93 positions, 26.7% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWD | In SCHV | Counted |
|---|---|---|---|
| BRK.ABERKSHIRE HATHAWAY INC. | 2.61% | 2.82% | 2.61% |
| INTCINTEL CORPORATION | 1.72% | 1.75% | 1.72% |
| JNJJOHNSON & JOHNSON | 1.71% | 1.76% | 1.71% |
| CSCOCISCO SYSTEMS, INC. | 1.30% | 1.54% | 1.30% |
| WMTWALMART INC. | 1.27% | 1.65% | 1.27% |
| ABBVABBVIE INC. | 1.15% | 1.25% | 1.15% |
| BACBANK OF AMERICA CORPORATION | 0.98% | 1.11% | 0.98% |
| PGTHE PROCTER & GAMBLE COMPANY | 0.96% | 1.08% | 0.96% |
| MRKMERCK & CO., INC. | 0.89% | 0.96% | 0.89% |
| CVXCHEVRON CORPORATION | 0.86% | 1.11% | 0.86% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWD
Only in SCHV
Questions people ask
Is IWD the same as SCHV?
58.9% of their weight sits in the same 459 holdings. IWD also reports AMZN, AAPL, MSFT, which the other does not. SCHV also reports MU, JPMORGAN CHASE & CO, EXXON MOBIL CORP, which the other does not.
How is the overlap between IWD and SCHV measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IWD and 100% of SCHV, so the number cannot exceed the smaller coverage.
Which holds more, SCHV or IWD?
IWD reports 819 stock positions and SCHV reports 552. 40.8% of IWD's weight sits in names SCHV does not hold, and 26.7% of SCHV's weight in names IWD does not hold. The ten largest positions are 27.8% of IWD and 20.3% of SCHV.
How do IWD and SCHV differ by sector?
The widest gap is Consumer Cyclical: IWD has 4.8 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.