IWP vs. SCHV ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to Schwab U.S. Large-Cap Value ETF (SCHV)

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$116.78

Average Daily Volume

971,028

Number of Holdings ^*

286

* may have additional holdings in another (foreign) market

SCHV

Schwab U.S. Large-Cap Value ETF

SCHV Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$79.57

Average Daily Volume

303,749

Number of Holdings ^*

509

* may have additional holdings in another (foreign) market

Performance

Period	IWP	SCHV
30 Days	2.91%	1.24%
60 Days	10.25%	7.13%
90 Days	5.78%	8.72%
12 Months	31.68%	29.64%

86 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in SCHV	Overlap
AAL	D	0.02%	0.03%	0.02%
AJG	D	0.15%	0.25%	0.15%
ALL	B	0.28%	0.21%	0.21%
ALLY	F	0.05%	0.04%	0.04%
AMP	A	1.55%	0.19%	0.19%
ARES	A	1.03%	0.12%	0.12%
AVY	C	0.24%	0.07%	0.07%
BAH	A	0.75%	0.09%	0.09%
BR	B	0.82%	0.1%	0.1%
BRKR	D	0.17%	0.03%	0.03%
BRO	A	0.4%	0.1%	0.1%
BSY	D	0.25%	0.03%	0.03%
BURL	D	0.59%	0.07%	0.07%
CAH	B	0.57%	0.11%	0.11%
CDW	D	0.53%	0.13%	0.13%
CE	D	0.13%	0.06%	0.06%
CGNX	F	0.01%	0.03%	0.01%
CLX	B	0.74%	0.08%	0.08%
DKS	D	0.04%	0.05%	0.04%
DRI	C	0.37%	0.08%	0.08%
DVA	C	0.29%	0.03%	0.03%
ENTG	D	0.59%	0.07%	0.07%
EQH	C	0.41%	0.06%	0.06%
EQT	B	0.05%	0.09%	0.05%
EXPD	C	0.11%	0.08%	0.08%
EXPE	B	0.66%	0.08%	0.08%
FAST	B	1.23%	0.17%	0.17%
GEHC	C	0.14%	0.16%	0.14%
GWRE	A	0.24%	0.06%	0.06%
HAS	A	0.32%	0.04%	0.04%
HPQ	C	0.3%	0.14%	0.14%
HSY	D	0.14%	0.12%	0.12%
HWM	A	0.09%	0.17%	0.09%
INCY	B	0.02%	0.04%	0.02%
IRM	A	0.71%	0.14%	0.14%
JBL	D	0.04%	0.06%	0.04%
JEF	A	0.11%	0.04%	0.04%
JLL	B	0.14%	0.05%	0.05%
KBR	C	0.03%	0.04%	0.03%
KMX	F	0.03%	0.05%	0.03%
LAMR	C	0.1%	0.05%	0.05%
LECO	D	0.1%	0.05%	0.05%
LNW	F	0.28%	0.03%	0.03%
LSCC	D	0.22%	0.03%	0.03%
LVS	B	0.66%	0.07%	0.07%
LW	D	0.11%	0.04%	0.04%
MANH	C	0.6%	0.07%	0.07%
MASI	B	0.11%	0.02%	0.02%
MORN	C	0.3%	0.04%	0.04%
MTN	D	0.2%	0.03%	0.03%
NCLH	C	0.31%	0.04%	0.04%
NRG	A	0.28%	0.08%	0.08%
NTAP	D	0.4%	0.1%	0.1%
NTNX	C	0.14%	0.06%	0.06%
ONTO	B	0.09%	0.04%	0.04%
PAYX	A	0.58%	0.18%	0.18%
PPC	B	0.01%	0.01%	0.01%
PR	F	0.07%	0.04%	0.04%
PWR	B	0.47%	0.18%	0.18%
RCL	C	0.51%	0.17%	0.17%
ROK	D	0.1%	0.13%	0.1%
ROL	B	0.51%	0.06%	0.06%
ROST	C	0.4%	0.21%	0.21%
RPM	A	0.12%	0.07%	0.07%
SOFI	C	0.05%	0.04%	0.04%
SPG	A	0.5%	0.21%	0.21%
SYY	B	0.86%	0.16%	0.16%
TER	C	0.66%	0.09%	0.09%
TPX	C	0.33%	0.04%	0.04%
TRU	A	0.04%	0.08%	0.04%
TSCO	A	1.14%	0.13%	0.13%
TTEK	B	0.1%	0.05%	0.05%
UHAL	A	0.11%	0.03%	0.03%
UHAL	A	0.01%	0.03%	0.01%
UI	A	0.01%	0.0%	0.0%
VLTO	A	0.44%	0.11%	0.11%
VRSK	D	1.37%	0.16%	0.16%
VRSN	B	0.04%	0.07%	0.04%
VST	A	1.51%	0.17%	0.17%
WEX	C	0.03%	0.04%	0.03%
WH	C	0.02%	0.03%	0.02%
WSM	B	0.41%	0.08%	0.08%
WYNN	B	0.03%	0.04%	0.03%
XPO	F	0.44%	0.05%	0.05%
YUM	A	0.54%	0.16%	0.16%
ZBRA	A	0.14%	0.08%	0.08%

IWP Overweight 200 Positions Relative to SCHV

Symbol	Grade	Weight
PLTR	A	2.63%
TTD	C	1.72%
MPWR	B	1.5%
IDXX	D	1.46%
GWW	A	1.41%
FICO	A	1.38%
ODFL	D	1.37%
IT	C	1.35%
COR	F	1.33%
VRT	B	1.25%
APP	A	1.23%
DDOG	D	1.22%
TRGP	B	1.19%
ALNY	C	1.11%
VEEV	C	1.1%
HLT	A	1.04%
AXON	A	1.03%
CPNG	C	1.02%
COIN	F	0.98%
DXCM	F	0.95%
MSCI	B	0.92%
HUBS	D	0.92%
HES	D	0.9%
DECK	B	0.85%
NET	D	0.84%
RBLX	C	0.8%
GDDY	D	0.78%
CPAY	A	0.77%
LNG	A	0.76%
TYL	B	0.75%
SMCI	F	0.72%
PINS	D	0.71%
LII	C	0.69%
MDB	F	0.65%
LYV	A	0.63%
TPL	B	0.62%
DKNG	D	0.62%
LPLA	D	0.61%
PODD	C	0.59%
HEI	A	0.59%
ULTA	D	0.56%
ZS	F	0.55%
DT	C	0.55%
SQ	D	0.55%
ENPH	D	0.53%
NTRA	A	0.52%
POOL	B	0.5%
FIX	A	0.49%
PSTG	F	0.47%
WST	D	0.47%
WAT	B	0.46%
URI	C	0.46%
DOCU	B	0.45%
MOH	D	0.45%
PTC	D	0.45%
TOST	C	0.45%
WING	B	0.44%
TXRH	A	0.42%
NBIX	F	0.41%
HEI	A	0.41%
SRPT	F	0.4%
ALGN	D	0.39%
KNSL	D	0.38%
DUOL	B	0.37%
OWL	A	0.35%
CHDN	D	0.34%
RMD	C	0.34%
MUSA	D	0.33%
CAVA	C	0.33%
VMC	D	0.3%
MEDP	F	0.3%
EME	C	0.28%
SMAR	A	0.27%
ITCI	D	0.27%
PCTY	B	0.26%
EXP	C	0.26%
EFX	C	0.26%
AAON	A	0.26%
TREX	D	0.26%
RYAN	A	0.25%
PEN	D	0.25%
CVNA	A	0.24%
SAIA	D	0.24%
WFRD	F	0.23%
EXEL	B	0.23%
VKTX	C	0.23%
ESTC	F	0.22%
INSP	B	0.22%
FDS	C	0.22%
PCOR	D	0.22%
GLOB	B	0.22%
TW	A	0.21%
GTLB	D	0.21%
CELH	F	0.2%
CNM	F	0.2%
FWONK	D	0.2%
IONS	F	0.2%
ELF	F	0.2%
OKTA	F	0.19%
DPZ	D	0.19%
APPF	C	0.19%
PAYC	D	0.19%
VVV	D	0.19%
FOUR	B	0.19%
EXAS	C	0.18%
LAZ	C	0.18%
RARE	C	0.18%
FND	C	0.17%
CFLT	F	0.17%
AZEK	C	0.17%
IQV	F	0.17%
PATH	D	0.17%
MKL	C	0.17%
OLED	C	0.17%
LPX	A	0.17%
GNRC	B	0.16%
WMS	D	0.15%
FIVE	D	0.14%
PLNT	B	0.14%
ETSY	F	0.14%
HCP	B	0.13%
CHH	B	0.11%
LYFT	D	0.11%
PEGA	B	0.11%
FERG	F	0.1%
EG	B	0.1%
CSL	A	0.1%
U	D	0.1%
TDC	D	0.1%
APLS	F	0.1%
CASY	D	0.09%
SITE	D	0.09%
RNG	F	0.09%
BLDR	B	0.08%
LBRDK	B	0.08%
CACC	F	0.08%
TWLO	B	0.08%
DBX	B	0.07%
MLM	D	0.07%
CLF	D	0.07%
AWI	A	0.07%
AM	A	0.07%
FIVN	F	0.07%
FRPT	C	0.07%
WSC	D	0.07%
NXST	D	0.07%
BWXT	A	0.07%
NCNO	F	0.06%
MSTR	B	0.06%
HRB	C	0.06%
PFGC	A	0.06%
BILL	D	0.05%
TKO	A	0.05%
LOPE	D	0.05%
DV	F	0.05%
VNOM	B	0.05%
BROS	F	0.05%
ROKU	C	0.05%
SN	B	0.05%
CIVI	F	0.05%
TXG	F	0.05%
WEN	D	0.05%
CROX	C	0.05%
S	C	0.04%
BLD	C	0.04%
YETI	B	0.04%
RGEN	F	0.04%
BFAM	C	0.04%
TPG	B	0.04%
BPOP	D	0.03%
HLI	C	0.03%
SKX	B	0.03%
SSD	B	0.03%
CHE	C	0.03%
H	C	0.03%
DAY	B	0.03%
RH	C	0.03%
MTDR	F	0.02%
SPR	D	0.02%
WU	D	0.02%
SAM	D	0.02%
UWMC	D	0.02%
CAR	D	0.02%
DJT	F	0.02%
FWONA	C	0.02%
EPAM	F	0.02%
LOAR	C	0.02%
CC	D	0.01%
SEE	C	0.01%
LBRDA	B	0.01%
MSGS	A	0.01%
IRDM	B	0.01%
NFE	F	0.01%
DOCS	A	0.01%
RLI	A	0.01%
MKSI	F	0.01%
ALAB	D	0.0%
FTRE	F	0.0%
TRIP	F	0.0%
PYCR	D	0.0%

IWP Underweight 424 Positions Relative to SCHV

Symbol	Grade	Weight
BRK.A	C	-3.47%
JPM	D	-2.48%
XOM	A	-2.13%
PG	C	-1.69%
HD	A	-1.64%
JNJ	D	-1.61%
WMT	A	-1.43%
ABBV	A	-1.42%
MRK	F	-1.19%
KO	C	-1.15%
ORCL	B	-1.12%
BAC	D	-1.1%
CVX	B	-1.02%
PEP	D	-0.97%
MCD	A	-0.9%
CSCO	A	-0.88%
IBM	B	-0.84%
ABT	B	-0.81%
WFC	D	-0.79%
TXN	C	-0.79%
PM	C	-0.78%
VZ	A	-0.78%
QCOM	D	-0.78%
CAT	A	-0.78%
AMGN	D	-0.72%
NEE	A	-0.72%
DIS	D	-0.72%
AMAT	B	-0.7%
PFE	D	-0.68%
CMCSA	B	-0.67%
RTX	A	-0.66%
T	A	-0.65%
GS	C	-0.65%
LOW	A	-0.63%
AXP	A	-0.63%
UNP	D	-0.62%
HON	C	-0.56%
TJX	C	-0.55%
MS	B	-0.54%
ETN	C	-0.54%
BSX	A	-0.51%
SYK	C	-0.51%
LMT	A	-0.51%
COP	D	-0.5%
C	B	-0.49%
MU	D	-0.49%
ADI	C	-0.48%
PLD	D	-0.48%
MDT	B	-0.47%
MMC	D	-0.46%
SBUX	B	-0.46%
ADP	A	-0.46%
BX	C	-0.46%
CB	A	-0.45%
DE	A	-0.44%
NKE	D	-0.44%
AMT	C	-0.44%
BMY	B	-0.43%
GILD	A	-0.43%
INTC	D	-0.42%
UPS	D	-0.41%
SO	A	-0.41%
MDLZ	C	-0.41%
SCHW	D	-0.4%
CI	D	-0.4%
ICE	A	-0.38%
BA	F	-0.38%
KKR	A	-0.37%
DUK	A	-0.37%
TT	A	-0.36%
MO	D	-0.36%
CL	D	-0.35%
CME	A	-0.33%
PYPL	C	-0.33%
CVS	D	-0.32%
GD	A	-0.32%
APH	D	-0.32%
FCX	B	-0.31%
MSI	A	-0.31%
HCA	B	-0.31%
WM	B	-0.31%
MMM	C	-0.31%
AON	A	-0.31%
TGT	C	-0.3%
NOC	B	-0.3%
PNC	C	-0.3%
WELL	C	-0.3%
CTAS	B	-0.29%
EOG	B	-0.29%
BDX	B	-0.29%
USB	C	-0.29%
ITW	A	-0.29%
APD	C	-0.28%
CSX	D	-0.28%
CARR	A	-0.28%
ECL	B	-0.27%
NEM	C	-0.26%
NXPI	F	-0.26%
EMR	B	-0.26%
SLB	D	-0.25%
FDX	D	-0.25%
COF	C	-0.24%
TFC	D	-0.24%
O	A	-0.23%
MPC	F	-0.23%
PSX	D	-0.23%
WMB	A	-0.23%
NSC	C	-0.23%
AFL	A	-0.23%
DHI	C	-0.23%
PSA	C	-0.23%
GM	D	-0.22%
OKE	B	-0.22%
SRE	A	-0.22%
BK	C	-0.22%
TRV	C	-0.22%
AEP	C	-0.22%
DLR	C	-0.21%
CCI	C	-0.21%
PCAR	D	-0.21%
JCI	B	-0.21%
AIG	F	-0.2%
D	A	-0.2%
KMB	B	-0.2%
MET	A	-0.2%
CMI	B	-0.19%
FIS	C	-0.19%
TEL	D	-0.19%
LEN	B	-0.19%
PCG	B	-0.18%
ACGL	A	-0.18%
PRU	C	-0.18%
A	B	-0.18%
MCHP	F	-0.18%
VLO	F	-0.18%
PEG	A	-0.18%
KVUE	C	-0.18%
LHX	A	-0.18%
EXC	A	-0.17%
RSG	D	-0.17%
GIS	C	-0.17%
OTIS	A	-0.17%
KMI	A	-0.17%
F	D	-0.17%
KR	C	-0.16%
EXR	C	-0.16%
CTSH	B	-0.16%
DOW	B	-0.16%
CNC	F	-0.16%
IR	A	-0.16%
KDP	C	-0.16%
AME	D	-0.16%
NUE	D	-0.15%
ED	A	-0.15%
XEL	A	-0.15%
MNST	D	-0.15%
CBRE	A	-0.15%
DD	B	-0.15%
XYL	C	-0.14%
DAL	C	-0.14%
EIX	A	-0.14%
HIG	A	-0.14%
OXY	F	-0.14%
GLW	B	-0.14%
VICI	C	-0.14%
EA	D	-0.14%
DFS	C	-0.14%
FANG	D	-0.13%
KHC	D	-0.13%
EBAY	A	-0.13%
PPG	D	-0.13%
ON	F	-0.13%
WAB	A	-0.13%
AVB	C	-0.13%
ETR	A	-0.12%
AWK	B	-0.12%
BIIB	F	-0.12%
ADM	D	-0.12%
FITB	C	-0.12%
MTB	C	-0.12%
PHM	A	-0.12%
WTW	B	-0.12%
NDAQ	C	-0.12%
WEC	A	-0.12%
CHD	C	-0.11%
GPN	F	-0.11%
HPE	B	-0.11%
STT	C	-0.11%
DTE	A	-0.11%
VTR	C	-0.11%
DOV	C	-0.11%
GRMN	D	-0.11%
IFF	C	-0.11%
KEYS	B	-0.11%
FTV	B	-0.11%
HUBB	A	-0.1%
AEE	A	-0.1%
EL	D	-0.1%
STE	D	-0.1%
ES	C	-0.1%
PPL	A	-0.1%
TROW	D	-0.1%
DVN	F	-0.1%
WY	B	-0.1%
SW	C	-0.1%
LYB	D	-0.1%
EQR	C	-0.1%
HAL	F	-0.1%
MKC	C	-0.09%
CMS	A	-0.09%
RF	C	-0.09%
CINF	A	-0.09%
CBOE	A	-0.09%
HBAN	D	-0.09%
ATO	A	-0.09%
LDOS	A	-0.09%
K	B	-0.09%
ZBH	F	-0.09%
FE	B	-0.09%
WDC	C	-0.09%
RJF	B	-0.09%
STX	B	-0.09%
MAS	A	-0.08%
CFG	D	-0.08%
PFG	C	-0.08%
MAA	C	-0.08%
CCL	C	-0.08%
HOLX	D	-0.08%
ARE	D	-0.08%
ESS	C	-0.08%
CNP	B	-0.08%
UAL	B	-0.08%
DG	F	-0.08%
PKG	C	-0.08%
J	D	-0.08%
SYF	B	-0.08%
GPC	D	-0.08%
APTV	D	-0.08%
BAX	D	-0.08%
INVH	D	-0.08%
BBY	B	-0.08%
OMC	C	-0.08%
BALL	C	-0.08%
SSNC	C	-0.07%
SWKS	F	-0.07%
FNF	A	-0.07%
DOC	C	-0.07%
SUI	D	-0.07%
RS	D	-0.07%
TOL	A	-0.07%
UTHR	C	-0.07%
PNR	C	-0.07%
IEX	D	-0.07%
AMCR	B	-0.07%
TXT	F	-0.07%
SWK	A	-0.07%
WRB	B	-0.07%
IP	C	-0.07%
TSN	D	-0.07%
DGX	B	-0.07%
WSO	C	-0.07%
CTRA	D	-0.07%
LUV	B	-0.07%
STLD	B	-0.07%
NTRS	C	-0.07%
Z	C	-0.06%
FLEX	C	-0.06%
ERIE	A	-0.06%
UDR	C	-0.06%
UHS	D	-0.06%
WPC	C	-0.06%
VTRS	D	-0.06%
GLPI	A	-0.06%
ACM	C	-0.06%
BG	F	-0.06%
RGA	C	-0.06%
NDSN	B	-0.06%
EVRG	C	-0.06%
L	D	-0.06%
AES	B	-0.06%
FOXA	A	-0.06%
DLTR	F	-0.06%
GGG	B	-0.06%
RBA	D	-0.06%
USFD	C	-0.06%
MRO	D	-0.06%
TRMB	B	-0.06%
OC	C	-0.06%
SNA	A	-0.06%
AKAM	D	-0.06%
KEY	C	-0.06%
NI	A	-0.06%
CF	A	-0.06%
KIM	C	-0.06%
CAG	D	-0.06%
LNT	A	-0.06%
THC	C	-0.06%
AOS	B	-0.05%
BJ	D	-0.05%
RPRX	B	-0.05%
TPR	B	-0.05%
REXR	D	-0.05%
RRX	C	-0.05%
EWBC	D	-0.05%
ALB	D	-0.05%
CCK	C	-0.05%
SCI	C	-0.05%
SNAP	D	-0.05%
TFX	C	-0.05%
REG	C	-0.05%
BXP	C	-0.05%
NVT	D	-0.05%
IPG	C	-0.05%
CUBE	C	-0.05%
AMH	D	-0.05%
ITT	B	-0.05%
CW	A	-0.05%
TECH	C	-0.05%
ALLE	A	-0.05%
CHRW	A	-0.05%
JKHY	A	-0.05%
HST	D	-0.05%
FFIV	B	-0.05%
JNPR	B	-0.05%
SJM	C	-0.05%
NWSA	D	-0.05%
CPT	C	-0.05%
ELS	D	-0.05%
EMN	C	-0.05%
LAD	C	-0.04%
MOS	D	-0.04%
FRT	D	-0.04%
GME	F	-0.04%
KNX	D	-0.04%
NNN	A	-0.04%
CIEN	A	-0.04%
DCI	B	-0.04%
APA	F	-0.04%
CZR	B	-0.04%
TTC	D	-0.04%
SNX	C	-0.04%
EGP	D	-0.04%
MGM	D	-0.04%
CG	C	-0.04%
HRL	F	-0.04%
CHK	D	-0.04%
HSIC	D	-0.04%
SOLV	C	-0.04%
WAL	C	-0.04%
RGLD	C	-0.04%
GL	C	-0.04%
MKTX	C	-0.04%
EHC	B	-0.04%
WTRG	D	-0.04%
CPB	D	-0.04%
AFG	C	-0.04%
MTCH	B	-0.04%
CNH	B	-0.04%
TAP	D	-0.04%
PNW	A	-0.04%
UNM	A	-0.04%
AA	B	-0.04%
ARMK	A	-0.04%
OVV	F	-0.04%
WWD	B	-0.04%
OHI	C	-0.04%
HII	F	-0.04%
AIZ	A	-0.04%
ATR	A	-0.04%
LKQ	F	-0.04%
AGCO	D	-0.03%
LEA	F	-0.03%
G	A	-0.03%
BEN	F	-0.03%
VFC	B	-0.03%
WBA	F	-0.03%
STWD	C	-0.03%
PARA	F	-0.03%
JAZZ	F	-0.03%
SEIC	B	-0.03%
ZION	D	-0.03%
RHI	D	-0.03%
ALV	F	-0.03%
CRBG	C	-0.03%
CBSH	D	-0.03%
ELAN	D	-0.03%
ARW	C	-0.03%
CFR	D	-0.03%
GNTX	D	-0.03%
BBWI	F	-0.03%
DINO	F	-0.03%
ACI	F	-0.03%
COLD	D	-0.03%
MIDD	D	-0.03%
WCC	C	-0.03%
VOYA	A	-0.03%
CMA	C	-0.03%
BERY	C	-0.03%
IVZ	A	-0.03%
WBS	D	-0.03%
CHRD	F	-0.03%
APG	F	-0.03%
AXTA	C	-0.03%
OGE	A	-0.03%
AGNC	C	-0.03%
FMC	B	-0.03%
AYI	A	-0.03%
FHN	D	-0.03%
MHK	B	-0.03%
BWA	B	-0.03%
AR	B	-0.03%
ORI	B	-0.03%
WLK	C	-0.02%
POST	C	-0.02%
ST	F	-0.02%
DAR	F	-0.02%
REYN	D	-0.01%
ADTN	B	-0.01%
BOKF	D	-0.01%
AGR	C	-0.01%
PAG	D	-0.01%
LCID	D	-0.01%
COTY	F	-0.01%
CNA	D	-0.0%