SCHV vs IWM: Complete Comparison
Schwab U.S. Large-Cap Value ETF vs iShares Russell 2000 ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ IWM wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: IWM wins with better number of holdings. Consider IWM for your portfolio, but SCHV is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
6 shared holdings representing 0.4% portfolio overlap
Top Shared Holdings
| # | Stock | SCHV Weight | IWM Weight | Overlap |
|---|---|---|---|---|
| 1 | BE BE | 0.09% | 0.80% | 0.09% |
| 2 | FN FN | 0.07% | 0.62% | 0.07% |
| 3 | IONQ IONQ | 0.06% | 0.51% | 0.06% |
| 4 | KTOS KTOS | 0.05% | 0.44% | 0.05% |
| 5 | AVAV AVAV | 0.03% | 0.31% | 0.03% |
| 6 | JOBY JOBY | 0.03% | 0.24% | 0.03% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in SCHV
Unique to SCHV
| Symbol | Name | Weight |
|---|---|---|
| BRK-B | BRK-B | 3.31% |
| JPM | JPM | 3.04% |
| WMT | WMT | 1.86% |
| XOM | XOM | 1.85% |
| JNJ | JNJ | 1.77% |
Top Holdings Only in IWM
Unique to IWM
| Symbol | Name | Weight |
|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | 0.86% |
| NXT | NEXTPOWER INC CLASS A | 0.44% |
| SATS | ECHOSTAR CORP CLASS A | 0.43% |
| GH | GUARDANT HEALTH INC | 0.42% |
| RMBS | RAMBUS INC | 0.39% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
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