IWM vs SCHA overlap - what they share and where they differ
IWM and SCHA share 54.0% of their weight across 1,230 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.
IWM and SCHA
54.0%
1,230 shared positions
IWM
iShares Russell 2000 ETF
Reported positions cover 100% of the fund, 1,785 positions · Jun 30, 2026
Top 10: 3.4%·Holdings of IWM
SCHA
Schwab U.S. Small-Cap ETF
Reported positions cover 100% of the fund, 1,552 positions · May 31, 2026
Top 10: 10.5%·Holdings of SCHA
Reported positions cover IWM 100%, SCHA 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SCHA vs IWM side by side
IWMiShares Russell 2000 ETF
1,785
stock positions reported to the SEC
13.4% of its weight is in 555 names SCHA does not hold
SCHASchwab U.S. Small-Cap ETF
1,552
stock positions reported to the SEC
45.6% of its weight is in 322 names IWM does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Healthcare: IWM has 4.5 points more of it.
The figures side by side
| IWM | SCHA | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 1,785 | 1,552 |
| Weight of the ten largest | 3.4% | 10.5% |
| Largest position | MOG.A 0.4% | SANDISK CORP/DE 5.3% |
| Held alone | 555 positions, 13.4% | 322 positions, 45.6% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWM | In SCHA | Counted |
|---|---|---|---|
| HUTHut 8 Corp. | 0.37% | 0.25% | 0.25% |
| QBTSD-Wave Quantum, Inc. | 0.27% | 0.23% | 0.23% |
| VSATViasat, Inc. | 0.35% | 0.23% | 0.23% |
| LUMNLumen Technologies, Inc. | 0.23% | 0.22% | 0.22% |
| MOG.AMoog, Inc. | 0.38% | 0.22% | 0.22% |
| CYTKCytokinetics, Inc. | 0.35% | 0.21% | 0.21% |
| AGXArgan, Inc. | 0.34% | 0.20% | 0.20% |
| UMBFUMB Financial Corp. | 0.33% | 0.20% | 0.20% |
| CTRECareTrust REIT, Inc. | 0.28% | 0.19% | 0.19% |
| PRAXPraxis Precision Medicines, Inc. | 0.26% | 0.19% | 0.19% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWM
Only in SCHA
Questions people ask
Is IWM the same as SCHA?
54.0% of their weight sits in the same 1,230 holdings. IWM also reports FROG, KULICKE & SOFFA INDUSTRIES, INC., NUVALENT, INC., which the other does not. SCHA also reports SANDISK CORP/DE, LITE, RVMD, which the other does not.
How is the overlap between IWM and SCHA 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 IWM and 100% of SCHA, so the number cannot exceed the smaller coverage.
Which holds more, SCHA or IWM?
IWM reports 1,785 stock positions and SCHA reports 1,552. 13.4% of IWM's weight sits in names SCHA does not hold, and 45.6% of SCHA's weight in names IWM does not hold. The ten largest positions are 3.4% of IWM and 10.5% of SCHA.
How do IWM and SCHA differ by sector?
The widest gap is Healthcare: IWM has 4.5 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.