IWDA vs SCHD ETF holdings comparison
iShares Core MSCI World UCITS ETF (USD Acc) (IWDA) · Schwab U.S. Dividend Equity ETF (SCHD)
IWDA and SCHD overlap by 6.2% by portfolio weight. The remaining 93.8 percentage points are not counted as shared holdings weight by this calculation. They share 46 stocks; the largest shared position is Chevron (CVX), contributing 0.44% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
IWDA and SCHD share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
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.
This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.
Top shared holdings
| Company | Ticker | in IWDA | in SCHD |
|---|---|---|---|
| Chevron | CVX | 0.44% | 4.01% |
| Procter & Gamble | PG | 0.44% | 3.82% |
| Coca-Cola | KO | 0.42% | 4.16% |
| Merck & Co Inc | MRK | 0.41% | 4.76% |
| Unitedhealth Group | UNH | 0.41% | 3.82% |
| Home Depot | HD | 0.39% | 3.87% |
| Texas Instrument | TXN | 0.29% | 3.12% |
| Amgen Inc | AMGN | 0.28% | 4.70% |
| Abbott Laboratories | ABT | 0.22% | 4.68% |
| Pepsico | PEP | 0.22% | 3.64% |
Holdings only in IWDA or SCHD
IWDA has 1162 fund-only positions representing approximately 93.7 percentage points of reported exposure; SCHD has 53 fund-only positions representing approximately 5.0 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.
Largest positions only in IWDA
| Company | Ticker | Weight |
|---|---|---|
| Apple | AAPL | 5.73% |
| Nvidia | NVDA | 4.74% |
| Microsoft | MSFT | 4.29% |
| Amazon.Com Inc | AMZN | 2.86% |
| Alphabet Class A | GOOGL | 1.88% |
| Meta Platforms Class A | META | 1.51% |
| Broadcom Inc | AVGO | 1.49% |
| Alphabet Class C | GOOG | 1.49% |
| Eli Lilly | LLY | 1.24% |
| Tesla Inc | TSLA | 1.12% |
Largest positions only in SCHD
| Company | Ticker | Weight |
|---|---|---|
| East West Bancorp Inc | EWBC | 0.42% |
| HF Sinclair Corp | DINO | 0.38% |
| APA Corp | APA | 0.37% |
| American Financial Group Inc/OH | AFG | 0.24% |
| Old Republic International Corp | ORI | 0.23% |
| Booz Allen Hamilton Holding Corp | BAH | 0.22% |
| Columbia Banking System Inc | COLB | 0.21% |
| Autoliv Inc | ALV | 0.20% |
| Erie Indemnity Co | ERIE | 0.16% |
| Macy's Inc | M | 0.14% |
FAQ
How much do IWDA and SCHD overlap?
IWDA and SCHD have 6.2% overlap by weight, sharing 46 equity positions (out of 1208 in IWDA and 99 in SCHD). The official holdings files used are dated 2026-11-05 for IWDA and 2026-08-31 for SCHD.
What does 6.2% overlap mean?
IWDA and SCHD share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Which stocks do IWDA and SCHD both hold?
The largest shared positions are Chevron, Procter & Gamble, Coca-Cola, Merck & Co Inc, Unitedhealth Group. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between IWDA and SCHD?
IWDA has 1162 positions not found in SCHD, while SCHD has 53 positions not found in IWDA. The largest fund-only positions and their weights are shown on this page.
Related comparisons
One side of this pair is a UCITS ETF. How share classes and listings map to one fund, and which popular UCITS combinations repeat the same US mega-caps, is covered in ETF overlap for European investors.