Which stocks do IWR and SCHM both hold?

411 stocks are in both. The biggest shared positions: COHR (0.5% of IWR, 1.3% of SCHM), LITE (0.4% of IWR, 1.1% of SCHM), FLEX (0.4% of IWR, 1.0% of SCHM), RVMD (0.3% of IWR, 0.6% of SCHM), CNC (0.2% of IWR, 0.5% of SCHM).

IWRvsSCHM

iShares Russell Mid-Cap ETF or Schwab U.S. Mid-Cap ETF, side by side from their own SEC filings. 33% of their stock holdings are the same at the same weight, across 411 stocks in both. SCHM costs 0.03% a year against 0.18% for IWR, $15 a year less on $10,000. Over the last twelve months IWR returned +21.5% and SCHM +32.5%.

33%of the two portfolios is the same stocks at the same weight

IWR33% in stocks the other holds too

SCHM83% 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.

IWRSCHMYearly cost0.18%0.03%Net assets$57.0B$14.6BPositions830499Last 12 months+21.5%+32.5%3 years, a year+16.3%+19.1%5 years, a year+8.3%+7.9%Largest holdingBlackRock 2.6%SNDK 4.6%Main sectorIndustrials 18%Technology 22%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.

IWR$214SCHM$211

September 2019May 2026

What they both hold

411 stocks are in both funds: 33% of IWR and 83% of SCHM. The biggest shared positions:

Stockin IWRin SCHM

COHRCoherent Corp.0.5%1.3%LITELumentum0.4%1.1%FLEXFlex Ltd.0.4%1.0%RVMDRevolution Medicines, Inc.0.3%0.6%CNCCentene Corporation0.2%0.5%STLDSteel Dynamics, Inc.0.2%0.7%TWLOTwilio Inc.0.2%0.5%MKSIMKS Inc.0.2%0.4%CRSCarpenter Technology Corporation0.2%0.4%TPRTapestry, Inc.0.2%0.5%

Only in IWR

Its biggest stocks the other fund does not hold.

Only in SCHM

Its biggest stocks the other fund does not hold.

More comparisons

IWR vs IWS IWR vs VO IWR vs RSP IWR vs VB FMDE vs IWR SCHM vs VB IJH vs SCHM SCHM vs SPMD

From each fund’s Form N-PORT (IWR: June 2026, SCHM: 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.