VS

Correlation: 99.8%

What is SCHK?

SCHK was created on 2017-10-11 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 3453.99m in AUM and 987 holdings. SCHK tracks a proprietary market-cap-weighted index that includes 1",000 of the largest US-listed stocks.

What is IWV?

IWV was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 12867.7m in AUM and 2658 holdings. IWV tracks a cap-weighted index that measures the investable US equities market", covering the entire market-cap spectrum", including micro-caps.

Key Details

SCHK
IWV
Website
www.schwabassetmanagement.com
www.ishares.com
Inception Date

Oct 11, 2017

May 22, 2000

Asset Class

Equity

Equity

Investment Segment

Large Cap

Total Market

AUM
$3.76B
$13.96B
Dividend Yield
1.33%
0.94%
Expense Ratio
0.05%
0.20%
Return 1Y
8.60%
8.15%

Holdings

Schwab 1000 Index ETF - SCHK is made up of 989 holdings. iShares Russell 3000 ETF - IWV is made up of 2662 holdings.

Name
Weight
A
AAPLApple, Inc.

6.17%

M
MSFTMicrosoft Corp.

5.58%

N
NVDANVIDIA Corp.

5.05%

A
AMZNAmazon.com, Inc.

3.42%

M
METAMeta Platforms, Inc.

2.29%

B
BRK.BBerkshire Hathaway, Inc.

1.94%

G
GOOGLAlphabet, Inc.

1.82%

A
AVGOBroadcom Inc.

1.66%

G
GOOGAlphabet, Inc.

1.5%

T
TSLATesla, Inc.

1.41%

J
JPMJPMorgan Chase & Co.

1.35%

L
LLYEli Lilly & Co.

1.31%

V
VVisa, Inc.

1.16%

X
XOMExxon Mobil Corp.

0.94%

N
NFLXNetflix, Inc.

0.9%

C
COSTCostco Wholesale Corp.

0.87%

M
MAMastercard, Inc.

0.87%

W
WMTWalmart, Inc.

0.83%

U
UNHUnitedHealth Group, Inc.

0.79%

P
PGProcter & Gamble Co.

0.78%

J
JNJJohnson & Johnson

0.75%

H
HDThe Home Depot, Inc.

0.71%

A
ABBVAbbVie, Inc.

0.63%

K
KOThe Coca-Cola Co.

0.57%

P
PMPhilip Morris International, Inc.

0.52%

B
BACBank of America Corp.

0.51%

C
CRMSalesforce, Inc.

0.48%

C
CVXChevron Corp.

0.46%

M
MCDMcDonald's Corp.

0.46%

I
IBMInternational Business Machines Corp.

0.46%

Name
Weight
A
AAPLApple, Inc.

5.83%

M
MSFTMicrosoft Corp.

5.38%

N
NVDANVIDIA Corp.

4.65%

A
AMZNAmazon.com, Inc.

3.28%

M
METAMeta Platforms, Inc.

2.2%

B
BRK.BBerkshire Hathaway, Inc.

1.86%

G
GOOGLAlphabet, Inc.

1.77%

A
AVGOBroadcom Inc.

1.57%

G
GOOGAlphabet, Inc.

1.48%

T
TSLATesla, Inc.

1.35%

J
JPMJPMorgan Chase & Co.

1.31%

L
LLYEli Lilly & Co.

1.28%

V
VVisa, Inc.

1.12%

X
XOMExxon Mobil Corp.

0.91%

N
NFLXNetflix, Inc.

0.87%

C
COSTCostco Wholesale Corp.

0.84%

M
MAMastercard, Inc.

0.84%

W
WMTWalmart, Inc.

0.8%

U
UNHUnitedHealth Group, Inc.

0.76%

P
PGProcter & Gamble Co.

0.76%

J
JNJJohnson & Johnson

0.73%

H
HDThe Home Depot, Inc.

0.68%

A
ABBVAbbVie, Inc.

0.61%

K
KOThe Coca-Cola Co.

0.55%

P
PMPhilip Morris International, Inc.

0.51%

B
BACBank of America Corp.

0.5%

C
CRMSalesforce, Inc.

0.45%

M
MCDMcDonald's Corp.

0.44%

I
IBMInternational Business Machines Corp.

0.44%

A
ABTAbbott Laboratories

0.43%

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Stock Correlation

The stocks that are correlated to SCHK - Schwab 1000 Index ETF are BN, JHG, BNT, AXP, PH

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
83.51%$79.31B+31.54%0.63%
J
JHGJanus Henderson Group Plc
82.40%$5.19B+5.34%4.79%
B
BNTBrookfield Wealth Solutions Ltd.
81.80%$10.66B+31.50%0.00%
A
AXPAmerican Express Co.
80.50%$187.28B+12.75%1.11%
P
PHParker-Hannifin Corp.
80.30%$76.85B+8.63%1.11%
I
ITTITT, Inc.
80.12%$11.14B+5.67%0.96%
M
MKSIMKS Instruments, Inc.
80.01%$5.00B-36.24%1.22%
E
ENTGEntegris, Inc.
79.99%$12.06B-37.99%0.52%
T
TROWT. Rowe Price Group, Inc.
79.63%$19.90B-17.74%5.60%
A
ARESAres Management Corp.
79.41%$33.42B+14.39%2.59%
F
FTVFortive Corp.
79.34%$23.42B-9.57%0.47%
F
FLSFlowserve Corp.
79.09%$5.87B-3.73%1.93%
G
GSThe Goldman Sachs Group, Inc.
79.05%$169.50B+29.83%2.18%
A
AEISAdvanced Energy Industries, Inc.
78.89%$3.66B+3.35%0.42%
B
BXBlackstone, Inc.
78.64%$163.21B+9.07%2.98%
K
KKRKKR & Co., Inc.
78.48%$100.59B+19.37%0.63%
S
SEICSEI Investments Co.
78.42%$9.90B+18.38%1.22%
J
JEFJefferies Financial Group, Inc.
78.41%$9.64B+7.50%3.05%
A
APOApollo Global Management, Inc.
78.34%$76.06B+19.16%1.41%
B
BLKBlackRock, Inc.
78.31%$142.04B+20.93%2.25%

The stocks that are correlated to IWV - iShares Russell 3000 ETF are BN, BNT, JHG, AXP, ITT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
84.62%$79.31B+31.54%0.63%
B
BNTBrookfield Wealth Solutions Ltd.
82.94%$10.66B+31.50%0.00%
J
JHGJanus Henderson Group Plc
82.78%$5.19B+5.34%4.79%
A
AXPAmerican Express Co.
81.29%$187.28B+12.75%1.11%
I
ITTITT, Inc.
80.88%$11.14B+5.67%0.96%
P
PHParker-Hannifin Corp.
80.79%$76.85B+8.63%1.11%
T
TROWT. Rowe Price Group, Inc.
80.14%$19.90B-17.74%5.60%
G
GSThe Goldman Sachs Group, Inc.
80.06%$169.50B+29.83%2.18%
F
FTVFortive Corp.
79.73%$23.42B-9.57%0.47%
F
FLSFlowserve Corp.
79.58%$5.87B-3.73%1.93%
E
ENTGEntegris, Inc.
79.35%$12.06B-37.99%0.52%
M
MKSIMKS Instruments, Inc.
79.30%$5.00B-36.24%1.22%
B
BXBlackstone, Inc.
79.25%$163.21B+9.07%2.98%
A
ARESAres Management Corp.
79.14%$33.42B+14.39%2.59%
S
SEICSEI Investments Co.
78.83%$9.90B+18.38%1.22%
A
AEISAdvanced Energy Industries, Inc.
78.83%$3.66B+3.35%0.42%
J
JEFJefferies Financial Group, Inc.
78.81%$9.64B+7.50%3.05%
B
BLKBlackRock, Inc.
78.78%$142.04B+20.93%2.25%
E
EVREvercore, Inc.
78.74%$7.76B+7.95%1.66%
M
MSMorgan Stanley
78.70%$186.45B+24.89%3.18%

ETF Correlation

The ETFs that are correlated to SCHK - Schwab 1000 Index ETF are IWB, BBUS, ITOT, SCHX, VTI

Name
Correlation
AUM
Expense Ratio
I
IWBiShares Russell 1000 ETF
99.89%$36.62B0.15%
B
BBUSTraded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF
99.86%$4.14B0.02%
I
ITOTiShares Core S&P Total U.S. Stock Market ETF
99.85%$62.04B0.03%
S
SCHXSchwab U.S. Large Cap ETF
99.84%$48.87B0.03%
V
VTIVanguard Total Stock Market ETF
99.83%$427.70B0.03%
S
SCHBSchwab U.S. Broad Market ETF
99.83%$29.69B0.03%
S
SPLGSPDR Portfolio S&P 500 ETF
99.82%$59.32B0.02%
S
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF
99.82%$9.06B0.03%
E
ESGUiShares Trust iShares ESG Aware MSCI USA ETF
99.81%$12.09B0.15%
I
IVViShares Core S&P 500 ETF
99.80%$543.45B0.03%
D
DFUSDimensional U.S. Equity Market ETF
99.80%$13.00B0.09%
V
VOOVanguard S&P 500 ETF
99.80%$583.34B0.03%
I
IYYiShares Dow Jones U.S. ETF
99.78%$2.11B0.2%
V
VONEVanguard Russell 1000 Index ETF
99.76%$5.37B0.07%
P
PBUSInvesco MSCI USA ETF
99.76%$5.59B0.04%
I
IWViShares Russell 3000 ETF
99.76%$13.96B0.2%
I
ILCBiShares Morningstar U.S. Equity ETF
99.76%$904.64M0.03%
D
DFAUDimensional US Core Equity Market ETF
99.75%$7.07B0.12%
G
GSUSGoldman Sachs MarketBeta U.S. Equity ETF
99.74%$2.36B0.07%
V
VVVanguard Large Cap ETF
99.69%$36.85B0.04%

The ETFs that are correlated to IWV - iShares Russell 3000 ETF are ITOT, SCHB, IWB, VTI, DFAU

Name
Correlation
AUM
Expense Ratio
I
ITOTiShares Core S&P Total U.S. Stock Market ETF
99.85%$62.04B0.03%
S
SCHBSchwab U.S. Broad Market ETF
99.84%$29.69B0.03%
I
IWBiShares Russell 1000 ETF
99.83%$36.62B0.15%
V
VTIVanguard Total Stock Market ETF
99.80%$427.70B0.03%
D
DFAUDimensional US Core Equity Market ETF
99.78%$7.07B0.12%
S
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF
99.78%$9.06B0.03%
S
SCHKSchwab 1000 Index ETF
99.76%$3.76B0.05%
D
DFUSDimensional U.S. Equity Market ETF
99.75%$13.00B0.09%
B
BBUSTraded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF
99.74%$4.14B0.02%
I
IYYiShares Dow Jones U.S. ETF
99.74%$2.11B0.2%
S
SCHXSchwab U.S. Large Cap ETF
99.74%$48.87B0.03%
E
ESGUiShares Trust iShares ESG Aware MSCI USA ETF
99.71%$12.09B0.15%
V
VOOVanguard S&P 500 ETF
99.71%$583.34B0.03%
V
VONEVanguard Russell 1000 Index ETF
99.70%$5.37B0.07%
S
SPLGSPDR Portfolio S&P 500 ETF
99.70%$59.32B0.02%
I
IVViShares Core S&P 500 ETF
99.68%$543.45B0.03%
G
GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF
99.67%$12.04B0.09%
P
PBUSInvesco MSCI USA ETF
99.66%$5.59B0.04%
I
ILCBiShares Morningstar U.S. Equity ETF
99.64%$904.64M0.03%
L
LCTUBlackRock U.S. Carbon Transition Readiness ETF
99.56%$1.10B0.14%

Holding Overlap

SCHK - Schwab 1000 Index ETF and IWV - iShares Russell 3000 ETF have a 972 holding overlap. Which accounts for a 95.4% overlap.

Number of overlapping holdings

972

% of overlapping holdings

95.43%

Name
Weight in SCHK
Weight in IWV
A
AAPLApple Inc
6.17%5.83%
M
MSFTMicrosoft Corporation
5.58%5.38%
N
NVDANVIDIA Corp
5.05%4.65%
A
AMZNAmazon.com Inc.
3.42%3.28%
M
METAMeta Platforms Inc - Ordinary Shares - Class A
2.29%2.20%
B
BRK.BBerkshire Hathaway Inc. - Ordinary Shares - Class B
1.94%1.86%
G
GOOGLAlphabet Inc - Ordinary Shares - Class A
1.82%1.77%
A
AVGOBroadcom Inc
1.66%1.57%
G
GOOGAlphabet Inc - Ordinary Shares - Class C
1.50%1.48%
T
TSLATesla Inc
1.41%1.35%

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