Which stocks do IWD and SCHV both hold?

489 stocks are in both. The biggest shared positions: BRK-B (2.6% of IWD, 2.8% of SCHV), JPM (2.5% of IWD, 2.6% of SCHV), INTC (1.7% of IWD, 1.7% of SCHV), JNJ (1.7% of IWD, 1.8% of SCHV), XOM (1.6% of IWD, 2.0% of SCHV).

IWDvsSCHV

iShares Russell 1000 Value ETF or Schwab U.S. Large-Cap Value ETF, side by side from their own SEC filings. 66% of their stock holdings are the same at the same weight, across 489 stocks in both. SCHV costs 0.04% a year against 0.18% for IWD, $14 a year less on $10,000. Over the last twelve months IWD returned +26.9% and SCHV +27.8%.

66%of the two portfolios is the same stocks at the same weight

IWD66% in stocks the other holds too

SCHV82% in stocks the other holds too

stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IWDSCHVYearly cost0.18%0.04%Net assets$79.7B$15.5BPositions873559Last 12 months+26.9%+27.8%3 years, a year+17.6%+19.4%5 years, a year+11.0%+10.3%Largest holdingAMZN 5.9%MU 3.5%Main sectorFinancial Services 19%Technology 21%Holdings as ofJun 30, 2026May 31, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from September 2019, the first month both report, dividends reinvested.

IWD$220SCHV$217

September 2019May 2026

What they both hold

489 stocks are in both funds: 66% of IWD and 82% of SCHV. The biggest shared positions:

Stockin IWDin SCHV

BRK-BBerkshire Hathaway Inc.2.6%2.8%JPMJPMorgan Chase2.5%2.6%INTCIntel1.7%1.7%JNJJohnson & Johnson1.7%1.8%XOMExxon Mobil Corporation1.6%2.0%CSCOCisco1.3%1.5%WMTWalmart1.3%1.6%ABBVAbbVie1.1%1.2%BACBank of America1.0%1.1%PGProcter & Gamble1.0%1.1%

Only in IWD

Its biggest stocks the other fund does not hold.

Only in SCHV

Its biggest stocks the other fund does not hold.

More comparisons

IWD vs VONV IUSV vs IWD IWD vs SPYV IVE vs IWD IWD vs PRF SCHV vs VONV SCHV vs VTV IUSV vs SCHV

From each fund’s Form N-PORT (IWD: June 2026, SCHV: May 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.