Fund comparison · from official SEC filings
FNDB vs IWD: how much do they overlap?
Schwab Fundamental U.S. Broad Market ETF and iShares Russell 1000 Value ETF
vs
FNDB and IWD are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
FNDB
IWD
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.31%
2.89%
J
JPMJPMORGAN CHASE & CO
1.28%
2.61%
I
INTCINTEL CORP
2.38%
0.64%
E
EXMOCEXXON MOBIL CORP
2.12%
2.34%
G
GOOGLALPHABET INC-CL A
2.20%
1.94%
J
JNJJOHNSON & JOHNSON
0.89%
1.92%
A
AMZNAMAZON.COM INC
1.72%
1.80%
G
GOOGALPHABET INC-CL C
1.75%
1.58%
W
WMTWALMART INC
0.94%
1.59%
M
MUMICRON TECHNOLOGY INC
1.48%
1.23%
C
CVXCHEVRON CORP
1.37%
1.27%
U
UNHUNITEDHEALTH GROUP INC
1.27%
0.81%
M
METAMETA PLATFORMS INC-CLASS A
1.15%
0.73%
P
PGPROCTER & GAMBLE CO/THE
0.61%
1.11%
C
CSCOCISCO SYSTEMS INC
0.84%
1.01%
M
MRKMERCK & CO. INC.
0.63%
0.98%
B
BACBANK OF AMERICA CORP
0.80%
0.96%
C
CATCATERPILLAR INC
0.56%
0.94%
V
VZVERIZON COMMUNICATIONS INC
0.92%
0.69%
R
RTXRTX CORP
0.34%
0.84%
P
PMPHILIP MORRIS INTERNATIONAL
0.32%
0.84%
C
CVSCVS HEALTH CORP
0.83%
0.29%
W
WFCWELLS FARGO & CO
0.63%
0.81%
C
CCITIGROUP INC
0.79%
0.53%
G
GSGOLDMAN SACHS GROUP INC
0.54%
0.77%
Only in FNDB
A
AAPLAPPLE INC
4.30%
M
MSFTMICROSOFT CORP
2.16%
A
AVGOBROADCOM INC
0.60%
N
NVDANVIDIA CORP
0.51%
C
COSTCOSTCO WHOLESALE CORP
0.49%
A
ABBVABBVIE INC
0.49%
L
LRCXLAM RESEARCH CORP
0.38%
O
ORCLORACLE CORP
0.35%
T
TSLATESLA INC
0.31%
V
VVISA INC-CLASS A SHARES
0.31%
H
HONHONEYWELL INTERNATIONAL INC
0.26%
S
STXSEAGATE TECHNOLOGY HOLDINGS
0.26%
L
LLYELI LILLY & CO
0.25%
N
NFLXNETFLIX INC
0.22%
L
LUMNLUMEN TECHNOLOGIES INC
0.20%
M
MAMASTERCARD INC - A
0.20%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.17%
K
KLACKLA CORP
0.16%
A
ADBEADOBE INC
0.16%
G
GEGENERAL ELECTRIC
0.15%
W
WMWASTE MANAGEMENT INC
0.11%
T
TELTE CONNECTIVITY PLC
0.10%
A
AMTAMERICAN TOWER CORP
0.10%
P
PBFPBF ENERGY INC-CLASS A
0.09%
A
APHAMPHENOL CORP-CL A
0.08%
Only in IWD
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.73%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.47%
H
HOODROBINHOOD MARKETS INC - A
0.15%
A
AUANGLOGOLD ASHANTI PLC
0.14%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.14%
G
GRMNGARMIN LTD
0.12%
M
MSTRSTRATEGY INC
0.12%
C
CTRACOTERRA ENERGY INC
0.09%
?
—CARNIVAL CORPORATION
0.07%
H
HO1HOLOGIC INC
0.06%
R
RBARB GLOBAL INC
0.05%
R
RVMDREVOLUTION MEDICINES INC
0.05%
M
MDLNMEDLINE INC-CL A
0.05%
Q
QXOQXO INC
0.04%
R
ROIVROIVANT SCIENCES LTD
0.04%
B
BAMBROOKFIELD ASSET MGMT-A
0.04%
C
CRCLCIRCLE INTERNET GROUP INC
0.03%
Q
QSRRESTAURANT BRANDS INTERN
0.03%
V
VNOMVIPER ENERGY INC-CL A
0.03%
Q
QGENQIAGEN N.V.
0.03%
F
FOXFOX CORP - CLASS B
0.03%
T
TIGOMILLICOM INTL CELLULAR S.A.
0.02%
N
NTNXNUTANIX INC - A
0.02%
X
XPXP INC - CLASS A
0.02%
A
ALAIR LEASE CORP
0.02%
Hold FNDB and IWD together? See your combined true holdings, overlap, and blended fees — free, no signup.
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66% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.