Fund comparison · from official SEC filings
IWV vs SWTSX: how much do they overlap?
iShares Russell 3000 ETF and Schwab Total Stock Market Index Fund
vs
IWV and SWTSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
IWV
SWTSX
N
NVDANVIDIA CORP
6.42%
6.95%
A
AAPLAPPLE INC
5.75%
5.71%
M
MSFTMICROSOFT CORP
4.32%
4.34%
A
AMZNAMAZON.COM INC
3.14%
3.71%
G
GOOGLALPHABET INC-CL A
2.63%
3.21%
A
AVGOBROADCOM INC
2.25%
2.84%
G
GOOGALPHABET INC-CL C
2.14%
2.56%
M
METAMETA PLATFORMS INC-CLASS A
1.97%
1.92%
T
TSLATESLA INC
1.65%
1.54%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.39%
1.25%
J
JPMJPMORGAN CHASE & CO
1.26%
1.21%
L
LLYELI LILLY & CO
1.16%
1.06%
E
EXMOCEXXON MOBIL CORP
1.13%
0.92%
J
JNJJOHNSON & JOHNSON
0.93%
0.79%
W
WMTWALMART INC
0.85%
0.83%
M
MUMICRON TECHNOLOGY INC
0.59%
0.83%
A
AMDADVANCED MICRO DEVICES
0.52%
0.83%
V
VVISA INC-CLASS A SHARES
0.80%
0.79%
C
COSTCOSTCO WHOLESALE CORP
0.70%
0.65%
N
NFLXNETFLIX INC
0.64%
0.57%
I
INTCINTEL CORP
0.31%
0.64%
M
MAMASTERCARD INC - A
0.63%
0.59%
C
CVXCHEVRON CORP
0.61%
0.52%
A
ABBVABBVIE INC
0.61%
0.54%
C
CATCATERPILLAR INC
0.52%
0.59%
Only in IWV
?
—BLACKROCK GLOBAL
1.19%
?
—HONEYWELL INTERNATIONAL INC
0.23%
?
—BLACKROCK CASH FUNDS
0.15%
S
SPOTSPOTIFY TECHNOLOGY SA
0.12%
A
AUANGLOGOLD ASHANTI PLC
0.08%
N
NUNU HOLDINGS LTD/CAYMAN ISL-A
0.08%
C
CCL 6 05.01.29 144ACARNIVAL CORP
0.05%
Q
QSRRESTAURANT BRANDS INTERN
0.04%
H
HO1HOLOGIC INC
0.03%
B
BAMBROOKFIELD ASSET MGMT-A
0.03%
H
HEI.AHEICO CORP-CLASS A
0.02%
S
SCCOSOUTHERN COPPER CORP
0.02%
V
VIKVIKING HOLDINGS LTD
0.02%
Q
QGENQIAGEN N.V.
0.01%
F
FOXFOX CORP - CLASS B
0.01%
X
XPXP INC - CLASS A
0.01%
T
TIGOMILLICOM INTL CELLULAR S.A.
0.01%
D
DOXAMDOCS LTD
0.01%
O
ONONON HOLDING AG-CLASS A
0.01%
A
ALAIR LEASE CORP
0.01%
S
SSRMSSR MINING INC
0.01%
S
SDASEALED AIR CORP
0.01%
G
GFSGLOBALFOUNDRIES INC
0.01%
B
BEPCBROOKFIELD RENEWABLE CORP
0.01%
G
GLNGGOLAR LNG LTD
0.01%
Only in SWTSX
S
STXSEAGATE TECHNOLOGY HOLDINGS
0.21%
H
HONHONEYWELL INTERNATIONAL INC
0.19%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.12%
N
NXPINXP SEMICONDUCTORS NV
0.11%
T
TELTE CONNECTIVITY PLC
0.09%
C
CCLCARNIVAL CORP LTD
0.04%
A
AMRZAMRIZE LTD
0.04%
C
CRWVCOREWEAVE INC-CL A
0.04%
B
BMNRBITMINE IMMERSION TECHNOLOGI
0.01%
A
ALVAUTOLIV INC
0.01%
U
ULSUL SOLUTIONS INC - CLASS A
0.01%
C
CRBGCOREBRIDGE FINANCIAL INC
0.01%
S
SNAPSNAP INC - A
0.01%
V
VGVENTURE GLOBAL INC-CL A
0.01%
E
ERIEERIE INDEMNITY COMPANY-CL A
0.01%
G
GLXYGALAXY DIGITAL INC-A
0.01%
A
AXTIAXT INC
0.01%
O
ONDSONDAS INC
0.01%
?
—Chicago Mercantile Exchange
0.01%
F
FHIFEDERATED HERMES INC
0.01%
O
OPENOPENDOOR TECHNOLOGIES INC
0.01%
W
WMGWARNER MUSIC GROUP CORP-CL A
0.01%
B
BRCBRADY CORPORATION - CL A
0.01%
S
SYMSYMBOTIC INC
0.00%
T
TTANSERVICETITAN INC-A
0.00%
Hold IWV and SWTSX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
SWTSX vs FZROXFidelity ZERO Total Market Index Fund
99% overlap
IWV vs VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
97% overlap
IWV vs VTSAXVANGUARD TOTAL STOCK MARKET INDEX FUND
97% overlap
SWTSX vs SCHBSchwab U.S. Broad Market ETF
95% overlap
SWTSX vs FSKAXFidelity Total Market Index Fund
95% overlap
SWTSX vs DFUSDimensional U.S. Equity Market ETF
95% 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.