IWN vs SCHA overlap - what they share and where they differ
IWN and SCHA share 32.1% of their weight across 960 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.
IWN and SCHA
32.1%
960 shared positions
IWN
iShares Russell 2000 Value ETF
Reported positions cover 100% of the fund, 1,392 positions · Jun 30, 2026
Top 10: 5.5%·Holdings of IWN
SCHA
Schwab U.S. Small-Cap ETF
Reported positions cover 100% of the fund, 1,695 positions · May 31, 2026
Top 10: 10.5%·Holdings of SCHA
Reported positions cover IWN 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 IWN side by side
IWNiShares Russell 2000 Value ETF
1,392
stock positions reported to the SEC
10.7% of its weight is in 432 names SCHA does not hold
SCHASchwab U.S. Small-Cap ETF
1,695
stock positions reported to the SEC
64.8% of its weight is in 735 names IWN does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: SCHA has 17.7 points more of it.
The figures side by side
| IWN | SCHA | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 1,392 | 1,695 |
| Weight of the ten largest | 5.5% | 10.5% |
| Largest position | VSAT 0.7% | SANDISK CORP/DE 5.3% |
| Held alone | 432 positions, 10.7% | 735 positions, 64.8% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWN | In SCHA | Counted |
|---|---|---|---|
| HUTHut 8 Corp. | 0.36% | 0.25% | 0.25% |
| VSATViasat, Inc. | 0.74% | 0.23% | 0.23% |
| LUMNLumen Technologies, Inc. | 0.48% | 0.22% | 0.22% |
| CYTKCytokinetics, Inc. | 0.65% | 0.21% | 0.21% |
| UMBFUMB Financial Corp. | 0.62% | 0.20% | 0.20% |
| CTRECareTrust REIT, Inc. | 0.59% | 0.19% | 0.19% |
| CMCCommercial Metals Co. | 0.38% | 0.18% | 0.18% |
| ONBOld National Bancorp | 0.52% | 0.18% | 0.18% |
| ORAOrmat Technologies, Inc. | 0.40% | 0.18% | 0.18% |
| RIOTRiot Platforms, Inc. | 0.21% | 0.18% | 0.18% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWN
Only in SCHA
Questions people ask
Is IWN the same as SCHA?
32.1% of their weight sits in the same 960 holdings. IWN also reports SSRM, GLNG, BROOKFIELD INFRASTRUCTURE CORP, which the other does not. SCHA also reports SANDISK CORP/DE, LITE, RVMD, which the other does not.
How is the overlap between IWN 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 IWN and 100% of SCHA, so the number cannot exceed the smaller coverage.
Which holds more, SCHA or IWN?
IWN reports 1,392 stock positions and SCHA reports 1,695. 10.7% of IWN's weight sits in names SCHA does not hold, and 64.8% of SCHA's weight in names IWN does not hold. The ten largest positions are 5.5% of IWN and 10.5% of SCHA.
How do IWN and SCHA differ by sector?
The widest gap is Technology: SCHA has 17.7 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.
Add a third fund in the tool·All fund pairs
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.