IWO vs SCHA overlap - what they share and where they differ
IWO and SCHA share 32.4% of their weight across 767 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.
IWO and SCHA
32.4%
767 shared positions
IWO
iShares Russell 2000 Growth ETF
Reported positions cover 100% of the fund, 1,110 positions · Jun 30, 2026
Top 10: 6.0%·Holdings of IWO
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 IWO 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 IWO side by side
IWOiShares Russell 2000 Growth ETF
1,110
stock positions reported to the SEC
9.5% of its weight is in 343 names SCHA does not hold
SCHASchwab U.S. Small-Cap ETF
1,695
stock positions reported to the SEC
63.6% of its weight is in 928 names IWO does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: SCHA has 13.6 points more of it.
The figures side by side
| IWO | SCHA | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 1,110 | 1,695 |
| Weight of the ten largest | 6.0% | 10.5% |
| Largest position | MOG.A 0.7% | SANDISK CORP/DE 5.3% |
| Held alone | 343 positions, 9.5% | 928 positions, 63.6% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IWO | In SCHA | Counted |
|---|---|---|---|
| HUTHut 8 Corp. | 0.38% | 0.25% | 0.25% |
| QBTSD-Wave Quantum, Inc. | 0.53% | 0.24% | 0.24% |
| MOG.AMoog, Inc. | 0.73% | 0.22% | 0.22% |
| AGXArgan, Inc. | 0.66% | 0.20% | 0.20% |
| PRAXPraxis Precision Medicines, Inc. | 0.51% | 0.19% | 0.19% |
| CORZCore Scientific, Inc. | 0.42% | 0.18% | 0.18% |
| ENSEnerSys | 0.49% | 0.18% | 0.18% |
| FCFSFirstCash Holdings, Inc. | 0.53% | 0.18% | 0.18% |
| RGTIRigetti Computing, Inc. | 0.37% | 0.18% | 0.18% |
| RIOTRiot Platforms, Inc. | 0.39% | 0.18% | 0.18% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IWO
Only in SCHA
Questions people ask
Is IWO the same as SCHA?
32.4% of their weight sits in the same 767 holdings. IWO also reports FROG, JOBY, XENE, which the other does not. SCHA also reports SANDISK CORP/DE, LITE, RVMD, which the other does not.
How is the overlap between IWO 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 IWO and 100% of SCHA, so the number cannot exceed the smaller coverage.
Which holds more, SCHA or IWO?
IWO reports 1,110 stock positions and SCHA reports 1,695. 9.5% of IWO's weight sits in names SCHA does not hold, and 63.6% of SCHA's weight in names IWO does not hold. The ten largest positions are 6.0% of IWO and 10.5% of SCHA.
How do IWO and SCHA differ by sector?
The widest gap is Financial Services: SCHA has 13.6 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.