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Fund comparison · from official SEC filings

IWB vs LGILX: how much do they overlap?

iShares Russell 1000 ETF and Schwab Select Large Cap Growth Fund

Fund A

vs

Fund B

Holdings overlap

50%

of assets, by weight

Shared positions

108

of 1,009 / 121 holdings

IWB expense ratio

0.15%

net, per year

LGILX expense ratio

0.73%

net, per year

Shared holdings

Company

IWB

LGILX

N

NVDANVIDIA CORP

6.77%

13.19%

G

GOOGLALPHABET INC-CL A

2.77%

8.89%

A

AAPLAPPLE INC

6.07%

7.20%

M

MSFTMICROSOFT CORP

4.55%

5.46%

A

AMZNAMAZON.COM INC

3.31%

5.17%

A

AVGOBROADCOM INC

2.37%

3.87%

T

TSLATESLA INC

1.74%

3.85%

M

METAMETA PLATFORMS INC-CLASS A

2.07%

3.42%

M

MAMASTERCARD INC - A

0.67%

3.00%

L

LLYELI LILLY & CO

1.22%

1.83%

N

NFLXNETFLIX INC

0.68%

1.66%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.47%

0.46%

C

COSTCOSTCO WHOLESALE CORP

0.73%

1.41%

E

EXMOCEXXON MOBIL CORP

1.19%

0.59%

A

APHAMPHENOL CORP-CL A

0.26%

1.11%

A

AMATAPPLIED MATERIALS INC

0.45%

1.04%

I

ISRGINTUITIVE SURGICAL INC

0.27%

1.03%

A

ADIANALOG DEVICES INC

0.26%

0.99%

J

JNJJOHNSON & JOHNSON

0.98%

0.89%

G

GEVGE VERNOVA INC

0.39%

0.90%

W

WMTWALMART INC

0.90%

0.78%

A

ALNYALNYLAM PHARMACEUTICALS INC

0.07%

0.85%

V

VVISA INC-CLASS A SHARES

0.84%

0.11%

V

VRTVERTIV HOLDINGS CO-A

0.16%

0.84%

N

NETCLOUDFLARE INC - CLASS A

0.11%

0.82%

Only in IWB

G

GOOGALPHABET INC-CL C

2.25%

J

JPMJPMORGAN CHASE & CO

1.33%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

C

CVXCHEVRON CORP

0.64%

M

MUMICRON TECHNOLOGY INC

0.63%

C

CATCATERPILLAR INC

0.54%

H

HDHOME DEPOT INC

0.54%

B

BACBANK OF AMERICA CORP

0.53%

C

CSCOCISCO SYSTEMS INC

0.51%

W

WFCWELLS FARGO & CO

0.41%

U

UNHUNITEDHEALTH GROUP INC

0.41%

L

LINLINDE PLC

0.39%

P

PEPPEPSICO INC

0.35%

V

VZVERIZON COMMUNICATIONS INC

0.35%

T

TAT&T INC

0.33%

C

CCITIGROUP INC

0.33%

I

INTCINTEL CORP

0.32%

K

KLACKLA CORP

0.32%

N

NEENEXTERA ENERGY INC

0.32%

M

MSMORGAN STANLEY

0.31%

T

TMOTHERMO FISHER SCIENTIFIC INC

0.31%

T

TJXTJX COMPANIES INC

0.30%

D

DISWALT DISNEY CO/THE

0.28%

C

CRMSALESFORCE INC

0.28%

A

AXPAMERICAN EXPRESS CO

0.27%

Only in LGILX

G

GVMXXSTATE ST INST US GOV MM-PREM

3.58%

A

ASMLFASML HOLDING NV

0.78%

T

TSMTAIWAN SEMICONDUCTOR-SP ADR

0.55%

A

ASNDASCENDIS PHARMA A/S

0.38%

B

BABAALIBABA GROUP HOLDING-SP ADR

0.36%

P

PLPLANET LABS PBC

0.28%

C

CLSCELESTICA INC

0.18%

R

RYCEFROLLS-ROYCE HOLDINGS PLC

0.13%

M

MELIMERCADOLIBRE INC

0.04%

S

SHOPSHOPIFY INC - CLASS A

0.03%

H

HIMSHIMS & HERS HEALTH INC

0.01%

S

SESEA LTD-ADR

0.00%

?

—Chicago Mercantile Exchange

-0.02%

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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.