IWF was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 111035.51m in AUM and 386 holdings. IWF tracks an index of US large- and mid-cap stocks selected from the Russell 1000 Index with the highest growth characteristics", based on Russell's style methodology.
SCHG was created on 2009-12-11 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 43997.87m in AUM and 229 holdings. SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index", which selects growth stocks from 750 of the largest U.S. companies by market cap.
Key Details
May 22, 2000
Dec 11, 2009
Equity
Equity
Large Cap
Large Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.39% | $94.79M | 0.59% | |
VIXY | -78.22% | $198.83M | 0.85% | |
VIXM | -72.21% | $23.12M | 0.85% | |
BTAL | -70.86% | $310.74M | 1.43% | |
IVOL | -42.98% | $342.76M | 1.02% | |
SPTS | -34.82% | $5.78B | 0.03% | |
FXY | -33.41% | $793.88M | 0.4% | |
XONE | -32.24% | $629.19M | 0.03% | |
FTSD | -31.34% | $233.17M | 0.25% | |
UTWO | -30.00% | $376.61M | 0.15% | |
SCHO | -29.04% | $10.92B | 0.03% | |
VGSH | -28.59% | $22.74B | 0.03% | |
IBTG | -24.83% | $1.93B | 0.07% | |
IBTI | -24.65% | $1.07B | 0.07% | |
XHLF | -23.55% | $1.75B | 0.03% | |
IBTH | -23.35% | $1.62B | 0.07% | |
IBTJ | -22.60% | $688.68M | 0.07% | |
BILS | -21.63% | $3.81B | 0.1356% | |
IEI | -20.70% | $15.66B | 0.15% | |
IBTK | -19.64% | $448.08M | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
WEAT | 0.05% | $122.74M | 0.28% | |
BSMR | -0.11% | $258.63M | 0.18% | |
SPMB | 0.14% | $6.18B | 0.04% | |
TIPX | 0.14% | $1.74B | 0.15% | |
NYF | -0.19% | $884.05M | 0.25% | |
SUB | 0.19% | $9.99B | 0.07% | |
BOND | 0.27% | $5.61B | 0.7% | |
FMB | -0.34% | $1.89B | 0.65% | |
GNMA | 0.48% | $373.57M | 0.1% | |
JMBS | 0.52% | $5.88B | 0.22% | |
BIV | -0.57% | $23.22B | 0.03% | |
UITB | -0.60% | $2.33B | 0.39% | |
ISTB | -0.60% | $4.41B | 0.06% | |
ITM | 0.67% | $1.86B | 0.18% | |
IBMN | 0.70% | $445.32M | 0.18% | |
BAB | -0.76% | $924.21M | 0.28% | |
VMBS | 0.84% | $14.32B | 0.03% | |
TLT | 0.84% | $47.08B | 0.15% | |
UBND | -0.94% | $1.02B | 0.4% | |
GOVZ | 0.97% | $264.23M | 0.1% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.62% | $94.79M | 0.59% | |
VIXY | -77.78% | $198.83M | 0.85% | |
VIXM | -71.67% | $23.12M | 0.85% | |
BTAL | -71.05% | $310.74M | 1.43% | |
IVOL | -43.08% | $342.76M | 1.02% | |
SPTS | -35.04% | $5.78B | 0.03% | |
FXY | -33.83% | $793.88M | 0.4% | |
XONE | -32.23% | $629.19M | 0.03% | |
FTSD | -31.15% | $233.17M | 0.25% | |
UTWO | -30.20% | $376.61M | 0.15% | |
SCHO | -29.31% | $10.92B | 0.03% | |
VGSH | -29.01% | $22.74B | 0.03% | |
IBTG | -25.31% | $1.93B | 0.07% | |
IBTI | -25.22% | $1.07B | 0.07% | |
IBTH | -23.82% | $1.62B | 0.07% | |
XHLF | -23.70% | $1.75B | 0.03% | |
IBTJ | -23.17% | $688.68M | 0.07% | |
BILS | -21.67% | $3.81B | 0.1356% | |
IEI | -21.21% | $15.66B | 0.15% | |
IBTK | -20.20% | $448.08M | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBMN | 0.04% | $445.32M | 0.18% | |
BIV | 0.05% | $23.22B | 0.03% | |
UITB | 0.08% | $2.33B | 0.39% | |
BAB | -0.13% | $924.21M | 0.28% | |
ISTB | -0.18% | $4.41B | 0.06% | |
UBND | -0.20% | $1.02B | 0.4% | |
WEAT | 0.25% | $122.74M | 0.28% | |
TIPX | 0.35% | $1.74B | 0.15% | |
SPMB | 0.52% | $6.18B | 0.04% | |
NYF | 0.56% | $884.05M | 0.25% | |
FMB | 0.56% | $1.89B | 0.65% | |
BSMR | 0.60% | $258.63M | 0.18% | |
SPTL | -0.72% | $11.12B | 0.03% | |
GNMA | 0.78% | $373.57M | 0.1% | |
BOND | 0.82% | $5.61B | 0.7% | |
SUB | 0.84% | $9.99B | 0.07% | |
SCHQ | -0.92% | $774.95M | 0.03% | |
FIXD | -0.93% | $3.37B | 0.65% | |
IBMS | -0.94% | $89.65M | 0.18% | |
CTA | -1.05% | $1.09B | 0.76% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWF | 99.79% | $112.05B | 0.19% | |
VONG | 99.76% | $29.59B | 0.07% | |
VUG | 99.75% | $177.14B | 0.04% | |
ILCG | 99.62% | $2.78B | 0.04% | |
SPYG | 99.59% | $38.13B | 0.04% | |
MGK | 99.59% | $27.59B | 0.07% | |
IWY | 99.58% | $14.10B | 0.2% | |
IVW | 99.57% | $60.92B | 0.18% | |
IUSG | 99.54% | $23.58B | 0.04% | |
QGRW | 99.53% | $1.54B | 0.28% | |
VOOG | 99.46% | $18.20B | 0.07% | |
TCHP | 99.31% | $1.42B | 0.57% | |
ONEQ | 99.29% | $8.15B | 0.21% | |
TMFC | 99.22% | $1.51B | 0.5% | |
XLG | 99.21% | $9.55B | 0.2% | |
QQQ | 99.20% | $351.84B | 0.2% | |
QQQM | 99.20% | $53.97B | 0.15% | |
JGRO | 99.17% | $6.47B | 0.44% | |
SPUS | 98.69% | $1.36B | 0.45% | |
SFY | 98.58% | $506.76M | 0.05% |
SeekingAlpha
Q2 2025 saw a moderation of the inflation and growth concerns, and the 2-year EPS outlook for both large and small caps improved. Russell 1000 outperformed Russell 2000. Read more here...
SeekingAlpha
Global Market Perspectives Q3 2025: Shaken, Not Stirred
SeekingAlpha
H2 '25 macroeconomic drivers will likely include the direction of US fiscal and trade policy. Compelling bond yields, diverging equity returns offer building blocks for effective strategies.
Yahoo
With AI-driven momentum and Fed cut hopes fueling gains, growth and large-cap ETFs like VUG and VOO are drawing investor focus.
Yahoo
Traders are still piling into risk, but they’re taking profits in some momentum and growth stocks. The Invesco S&P 500 High Beta ETF was outperforming the broader S&P 500with a gain of 0.7%, followed closely by the SPDR S&P Dividend ETF.
SeekingAlpha
We're just five trading days into the second half of 2025, but so far this month, the average stock in the large-cap Russell 1,000 is up a solid 1.84%.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -29.30% | $24.71B | +36.77% | 1.07% |
ED | -27.38% | $36.39B | +11.91% | 3.34% |
AWK | -25.03% | $27.95B | +5.15% | 2.18% |
DUK | -15.32% | $91.66B | +11.97% | 3.55% |
JNJ | -15.04% | $377.32B | +5.08% | 3.20% |
CME | -14.51% | $99.84B | +44.13% | 1.75% |
WTRG | -14.15% | $10.61B | -4.25% | 3.45% |
EXC | -13.78% | $43.84B | +22.86% | 3.60% |
AEP | -13.62% | $56.10B | +15.48% | 3.51% |
MO | -13.62% | $97.92B | +21.81% | 7.02% |
KR | -12.96% | $47.78B | +38.66% | 1.78% |
SO | -12.54% | $101.86B | +15.78% | 3.13% |
AMT | -12.50% | $103.82B | +6.20% | 3.01% |
BCE | -12.23% | $22.02B | -26.94% | 10.19% |
K | -11.99% | $27.64B | +41.46% | 2.87% |
MKTX | -11.82% | $8.15B | -1.09% | 1.39% |
TU | -9.34% | $24.99B | +5.67% | 7.03% |
MSEX | -8.92% | $998.16M | -4.33% | 2.43% |
DG | -8.91% | $25.17B | -9.90% | 2.08% |
GIS | -8.80% | $27.65B | -18.92% | 4.74% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ADC | -0.02% | $7.97B | +10.90% | 4.20% |
UTZ | -0.19% | $1.20B | -8.06% | 1.73% |
VRCA | 0.37% | $75.38M | -90.26% | 0.00% |
BTI | -0.58% | $112.32B | +59.44% | 5.94% |
MOH | 0.68% | $11.87B | -22.90% | 0.00% |
IMDX | 0.70% | $81.22M | -15.48% | 0.00% |
BGS | 0.72% | $335.95M | -47.24% | 18.14% |
FTS | -0.78% | $23.68B | +19.49% | 3.68% |
HUSA | -0.78% | $20.46M | -9.15% | 0.00% |
ALHC | 1.03% | $2.65B | +49.22% | 0.00% |
IMNN | -1.16% | $10.57M | -63.89% | 0.00% |
DFDV | 1.18% | $361.15M | +2,667.20% | 0.00% |
MSIF | 1.32% | $772.77M | +36.75% | 7.52% |
FE | 1.34% | $23.35B | +4.12% | 4.24% |
AGL | -1.79% | $931.39M | -65.60% | 0.00% |
CNC | -1.80% | $15.25B | -53.58% | 0.00% |
CPB | -1.81% | $9.16B | -32.65% | 5.03% |
PEP | 1.94% | $185.88B | -17.26% | 4.07% |
FDP | -1.97% | $1.62B | +52.79% | 3.28% |
AQB | 1.99% | $3.12M | -54.47% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
UTZ | -0.04% | $1.20B | -8.06% | 1.73% |
ADC | -0.11% | $7.97B | +10.90% | 4.20% |
AGL | 0.18% | $931.39M | -65.60% | 0.00% |
BGS | -0.25% | $335.95M | -47.24% | 18.14% |
FE | 0.27% | $23.35B | +4.12% | 4.24% |
VRCA | 0.35% | $75.38M | -90.26% | 0.00% |
CNC | -0.51% | $15.25B | -53.58% | 0.00% |
IMNN | -0.57% | $10.57M | -63.89% | 0.00% |
BTI | -0.57% | $112.32B | +59.44% | 5.94% |
IMDX | 0.85% | $81.22M | -15.48% | 0.00% |
HUSA | -0.87% | $20.46M | -9.15% | 0.00% |
FTS | -1.15% | $23.68B | +19.49% | 3.68% |
PEP | 1.16% | $185.88B | -17.26% | 4.07% |
MSIF | 1.27% | $772.77M | +36.75% | 7.52% |
DFDV | 1.46% | $361.15M | +2,667.20% | 0.00% |
VHC | 1.67% | $74.47M | +193.32% | 0.00% |
PG | 1.69% | $360.50B | -6.57% | 2.66% |
MOH | 1.73% | $11.87B | -22.90% | 0.00% |
AQB | 1.94% | $3.12M | -54.47% | 0.00% |
FDP | -2.03% | $1.62B | +52.79% | 3.28% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VONG | 99.92% | $29.59B | 0.07% | |
VUG | 99.84% | $177.14B | 0.04% | |
SCHG | 99.79% | $44.75B | 0.04% | |
IWY | 99.78% | $14.10B | 0.2% | |
MGK | 99.74% | $27.59B | 0.07% | |
SPYG | 99.66% | $38.13B | 0.04% | |
IVW | 99.64% | $60.92B | 0.18% | |
ILCG | 99.63% | $2.78B | 0.04% | |
QGRW | 99.61% | $1.54B | 0.28% | |
IUSG | 99.58% | $23.58B | 0.04% | |
VOOG | 99.54% | $18.20B | 0.07% | |
TCHP | 99.32% | $1.42B | 0.57% | |
XLG | 99.31% | $9.55B | 0.2% | |
ONEQ | 99.28% | $8.15B | 0.21% | |
QQQ | 99.26% | $351.84B | 0.2% | |
QQQM | 99.26% | $53.97B | 0.15% | |
TMFC | 99.26% | $1.51B | 0.5% | |
JGRO | 99.25% | $6.47B | 0.44% | |
SPUS | 98.92% | $1.36B | 0.45% | |
WINN | 98.71% | $931.16M | 0.57% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -29.41% | $24.71B | +36.77% | 1.07% |
ED | -26.95% | $36.39B | +11.91% | 3.34% |
AWK | -24.27% | $27.95B | +5.15% | 2.18% |
DUK | -14.96% | $91.66B | +11.97% | 3.55% |
JNJ | -14.83% | $377.32B | +5.08% | 3.20% |
CME | -14.19% | $99.84B | +44.13% | 1.75% |
WTRG | -13.99% | $10.61B | -4.25% | 3.45% |
KR | -13.33% | $47.78B | +38.66% | 1.78% |
MO | -13.21% | $97.92B | +21.81% | 7.02% |
EXC | -13.11% | $43.84B | +22.86% | 3.60% |
AEP | -12.86% | $56.10B | +15.48% | 3.51% |
K | -12.24% | $27.64B | +41.46% | 2.87% |
SO | -11.89% | $101.86B | +15.78% | 3.13% |
BCE | -11.81% | $22.02B | -26.94% | 10.19% |
AMT | -11.66% | $103.82B | +6.20% | 3.01% |
MKTX | -11.02% | $8.15B | -1.09% | 1.39% |
MSEX | -9.19% | $998.16M | -4.33% | 2.43% |
TU | -8.77% | $24.99B | +5.67% | 7.03% |
DG | -8.23% | $25.17B | -9.90% | 2.08% |
GIS | -7.99% | $27.65B | -18.92% | 4.74% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMZN | 82.83% | $2.40T | +17.11% | 0.00% |
NVDA | 81.81% | $4.00T | +27.74% | 0.02% |
MKSI | 80.98% | $7.02B | -26.62% | 0.82% |
META | 80.56% | $1.81T | +45.30% | 0.29% |
ETN | 80.45% | $140.98B | +10.17% | 1.08% |
MSFT | 80.20% | $3.74T | +10.81% | 0.64% |
BN | 79.19% | $105.26B | +38.58% | 0.53% |
BNT | 78.71% | $12.84B | +38.78% | 0.00% |
ITT | 78.19% | $12.44B | +15.16% | 0.85% |
JHG | 77.71% | $6.54B | +16.03% | 3.79% |
PH | 77.58% | $90.99B | +30.72% | 0.94% |
KKR | 77.53% | $124.18B | +21.29% | 0.51% |
APH | 77.41% | $121.21B | +43.75% | 0.66% |
ARES | 77.35% | $39.40B | +23.54% | 2.29% |
AEIS | 77.16% | $5.33B | +23.02% | 0.28% |
COHR | 77.09% | $14.69B | +18.98% | 0.00% |
LRCX | 77.05% | $127.43B | -6.82% | 2.93% |
AMD | 76.85% | $237.11B | -18.68% | 0.00% |
ADI | 76.84% | $120.82B | +2.41% | 1.56% |
APO | 76.70% | $84.88B | +21.25% | 1.28% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMZN | 82.86% | $2.40T | +17.11% | 0.00% |
NVDA | 82.04% | $4.00T | +27.74% | 0.02% |
MKSI | 81.18% | $7.02B | -26.62% | 0.82% |
META | 81.06% | $1.81T | +45.30% | 0.29% |
MSFT | 80.69% | $3.74T | +10.81% | 0.64% |
ETN | 80.29% | $140.98B | +10.17% | 1.08% |
BN | 79.20% | $105.26B | +38.58% | 0.53% |
BNT | 78.56% | $12.84B | +38.78% | 0.00% |
ITT | 77.78% | $12.44B | +15.16% | 0.85% |
APH | 77.59% | $121.21B | +43.75% | 0.66% |
LRCX | 77.54% | $127.43B | -6.82% | 2.93% |
AEIS | 77.29% | $5.33B | +23.02% | 0.28% |
JHG | 77.28% | $6.54B | +16.03% | 3.79% |
PH | 77.11% | $90.99B | +30.72% | 0.94% |
ADI | 77.07% | $120.82B | +2.41% | 1.56% |
COHR | 77.03% | $14.69B | +18.98% | 0.00% |
ARES | 77.00% | $39.40B | +23.54% | 2.29% |
KKR | 76.97% | $124.18B | +21.29% | 0.51% |
AMD | 76.88% | $237.11B | -18.68% | 0.00% |
ENTG | 76.81% | $13.06B | -40.61% | 0.45% |
SeekingAlpha
Vanguard Mega Cap Growth Index Fund ETF Shares has a concentrated portfolio of mega and large caps. Click here to read an analysis of MGK stock now.
SeekingAlpha
CGGR Is Turning Out To Be A Great Long Term Investment
SeekingAlpha
SCHG offers exposure to top U.S. tech giants, making it a strong AI and tech growth play. Read SCHG is for investors seeking significant AI-driven growth potential.
SeekingAlpha
Discover SCHD's strengths, weaknesses, and top complementary stocks and funds to create a robust dividend growth portfolio.
SeekingAlpha
Q2 2025 Commentary: The Innovation Imperative In A Time Of Transition
SeekingAlpha
While we canât control market gyrations and valuations, as active equity portfolio managers we can focus on our anchor of value: earnings.
IWF - iShares Russell 1000 Growth ETF and SCHG - Schwab U.S. Large Cap Growth ETF have a 160 holding overlap. Which accounts for a 80.5% overlap.
Number of overlapping holdings
160
% of overlapping holdings
80.51%
Name | Weight in IWF | Weight in SCHG |
---|---|---|
13.39% | 11.78% | |
12.51% | 11.00% | |
10.40% | 9.17% | |
5.22% | 6.27% | |
4.29% | 4.42% | |
4.25% | 4.61% | |
2.98% | 3.03% | |
2.31% | 3.11% | |
2.10% | 2.14% | |
1.98% | 2.05% |
iShares Russell 1000 Growth ETF - IWF is made up of 386 holdings. Schwab U.S. Large Cap Growth ETF - SCHG is made up of 227 holdings.
Name | Weight |
---|---|
![]() | 13.39% |
![]() | 12.51% |
![]() | 10.40% |
![]() | 5.22% |
![]() | 4.29% |
4.25% | |
![]() | 2.98% |
![]() | 2.31% |
2.10% | |
1.98% | |
![]() | 1.89% |
![]() | 1.78% |
1.50% | |
1.43% | |
![]() | 1.30% |
![]() | 1.13% |
1.09% | |
0.93% | |
0.91% | |
![]() | 0.68% |
0.67% | |
0.62% | |
0.61% | |
0.58% | |
![]() | 0.52% |
0.51% | |
0.49% | |
0.44% | |
0.42% | |
0.41% |
Name | Weight |
---|---|
![]() | 11.78% |
![]() | 11.00% |
![]() | 9.17% |
![]() | 6.27% |
4.61% | |
![]() | 4.42% |
![]() | 3.11% |
![]() | 3.03% |
![]() | 2.52% |
2.14% | |
2.05% | |
![]() | 1.83% |
1.53% | |
1.48% | |
1.08% | |
0.95% | |
0.93% | |
0.85% | |
0.81% | |
![]() | 0.76% |
![]() | 0.72% |
0.68% | |
0.67% | |
0.64% | |
0.63% | |
0.60% | |
![]() | 0.57% |
0.55% | |
0.55% | |
![]() | 0.53% |