IWMvsSCHA

iShares Russell 2000 ETF or Schwab U.S. Small-Cap ETF, side by side from their own SEC filings. 53% of their stock holdings are the same at the same weight, across 1,196 stocks in both. SCHA costs 0.03% a year against 0.19% for IWM, $16 a year less on $10,000. Over the last twelve months IWM returned +40.6% and SCHA +42.4%.

53%of the two portfolios is the same stocks at the same weight
IWM85% in stocks the other holds too
SCHA53% 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.

IWMSCHAYearly cost0.19%0.03%Net assets$83.0B$22.8BPositions2,0171,708Last 12 months+40.6%+42.4%3 years, a year+18.4%+20.6%5 years, a year+6.9%+7.3%Largest holdingBlackRock 17.0%SNDK 5.3%Main sectorHealthcare 19%Technology 23%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.

IWM$212SCHA$216
September 2019May 2026

More comparisons

From each fund’s Form N-PORT (IWM: June 2026, SCHA: 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.