IWD vs SCHB: how much do they overlap?
iShares Russell 1000 Value ETF (IWD) · Schwab U.S. Broad Market ETF (SCHB)
overlap by weight · 829 shared holdings
IWD: 866 holdings (as of 2026-03-31) · SCHB: 2403 holdings (as of 2026-02-28)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
IWD and SCHB share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in IWD | in SCHB |
|---|---|---|---|
| ALPHABET INC. | GOOGL | 1.95% | 2.73% |
| AMAZON.COM, INC. | AMZN | 1.81% | 3.07% |
| ALPHABET INC. | GOOG | 1.59% | 2.18% |
| BERKSHIRE HATHAWAY INC. | BRK.B | 2.91% | 1.39% |
| JPMORGAN CHASE & CO. | JPM | 2.63% | 1.23% |
| EXXON MOBIL CORPORATION | XOM | 2.36% | 0.97% |
| JOHNSON & JOHNSON | JNJ | 1.94% | 0.9% |
| WALMART INC. | WMT | 1.6% | 0.84% |
| META PLATFORMS, INC. | META | 0.73% | 2.12% |
| MICRON TECHNOLOGY, INC. | MU | 1.24% | 0.69% |
FAQ
How much do IWD and SCHB overlap?
IWD and SCHB have a 54.3% overlap by weight, sharing 829 holdings (out of 866 in IWD and 2403 in SCHB), based on official issuer holdings as of 2026-03-31.
What does 54.3% overlap mean?
IWD and SCHB share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do IWD and SCHB both hold?
The largest shared positions are ALPHABET INC., AMAZON.COM, INC., ALPHABET INC., BERKSHIRE HATHAWAY INC., JPMORGAN CHASE & CO.. The full list of top shared holdings with weights in each fund is shown on this page.