IWOvsSCHA

iShares Russell 2000 Growth ETF or Schwab U.S. Small-Cap ETF, side by side from their own SEC filings. 31% of their stock holdings are the same at the same weight, across 700 stocks in both. SCHA costs 0.03% a year against 0.24% for IWO, $21 a year less on $10,000. Over the last twelve months IWO returned +38.6% and SCHA +42.4%.

31%of the two portfolios is the same stocks at the same weight
IWO87% in stocks the other holds too
SCHA35% 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.

IWOSCHAYearly cost0.24%0.03%Net assets$15.4B$22.8BPositions1,1371,708Last 12 months+38.6%+42.4%3 years, a year+18.3%+20.6%5 years, a year+5.5%+7.3%Largest holdingBlackRock 14.8%SNDK 5.3%Main sectorHealthcare 27%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.

IWO$204SCHA$216
September 2019May 2026

More comparisons

From each fund’s Form N-PORT (IWO: 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.