IWF vs SCHD: how much do they overlap?
iShares Russell 1000 Growth ETF (IWF) · Schwab U.S. Dividend Equity ETF (SCHD)
overlap by weight · 18 shared holdings
IWF: 387 holdings (as of 2026-03-31) · SCHD: 97 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.
Low overlap
What this means
IWF and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
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 IWF | in SCHD |
|---|---|---|---|
| ABBVIE INC. | ABBV | 1.39% | 3.53% |
| THE HOME DEPOT, INC. | HD | 0.9% | 3.72% |
| THE COCA-COLA COMPANY | KO | 0.52% | 4.03% |
| AMGEN INC. | AMGN | 0.5% | 3.93% |
| TEXAS INSTRUMENTS INCORPORATED | TXN | 0.26% | 4.06% |
| FASTENAL COMPANY | FAST | 0.16% | 1.9% |
| LOCKHEED MARTIN CORPORATION | LMT | 0.13% | 4.82% |
| Pepsico, Inc. | PEP | 0.11% | 4.01% |
| BRISTOL-MYERS SQUIBB COMPANY | BMY | 0.09% | 4.28% |
| DARDEN RESTAURANTS, INC. | DRI | 0.08% | 0.89% |
FAQ
How much do IWF and SCHD overlap?
IWF and SCHD have a 4.3% overlap by weight, sharing 18 holdings (out of 387 in IWF and 97 in SCHD), based on official issuer holdings as of 2026-03-31.
What does 4.3% overlap mean?
IWF and SCHD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWF and SCHD both hold?
The largest shared positions are ABBVIE INC., THE HOME DEPOT, INC., THE COCA-COLA COMPANY, AMGEN INC., TEXAS INSTRUMENTS INCORPORATED. The full list of top shared holdings with weights in each fund is shown on this page.