IWB vs SCHK

IWB is an ETF, whereas SCHK is a mutual fund. IWB has a higher expense ratio than SCHK (0.15% vs 0.05%). Below is the comparison between IWB and SCHK.

IWB SCHK
Security Type ETF Mutual fund
Segment Equity: U.S. - Large Cap N/A
Issuer BlackRock Schwab ETFs
Net Assets $19.64B $1.11B
Expense Ratio 0.15% 0.05%
Management Style passive (index-based) passive
Dividend Yield 1.98% 1.83%
Minimum Investment N/A N/A
YTD Return 10.53% 8.73%
1-Year Return 19.88% 17.82%
3-Year Return 13.09% 12.43%
5-Year Return 13.54% N/A
10-Year Return 13.70% N/A

IWB description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 1000 Index. Uses a replication strategy to try to track the Index, which includes approximately 80% of the market capitalization of all publicly traded US equity securities.

IWB performance & returns

YTD Return 10.53%
1-Month Return 3.41%
3-Month Return 9.51%
1-Year Return 19.88%
3-Year Return 13.09%
5-Year Return 13.54%
10-Year Return 13.70%
IWB expense ratio is 0.15%.

IWB holdings

Top 10 Holdings (23.97% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.28%
Apple Inc AAPL 5.17%
Amazon.com Inc AMZN 4.06%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.48%
Alphabet Inc Class C GOOG 1.45%
Johnson & Johnson JNJ 1.29%
Berkshire Hathaway Inc Class B BRK.B 1.21%
Visa Inc Class A V 1.13%
Procter & Gamble Co PG 1.01%

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SCHK description

The Fund seeks to track as closely as possible, before fees and expenses, the total return of the Schwab 1000 Index. The Index is a float-adjusted market capitalization weighted index that includes the 1,000 largest stocks of publicly traded companies in the US, with size being determined by market capitalization.

SCHK performance & returns

YTD Return 8.73%
1-Month Return 3.73%
3-Month Return 7.32%
1-Year Return 17.82%
3-Year Return 12.43%
5-Year Return N/A
10-Year Return N/A
SCHK expense ratio is 0.05%.

SCHK holdings

Top 10 Holdings (23.94% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.31%
Apple Inc AAPL 5.20%
Amazon.com Inc AMZN 3.96%
Facebook Inc A FB 1.87%
Alphabet Inc A GOOGL 1.48%
Alphabet Inc Class C GOOG 1.44%
Johnson & Johnson JNJ 1.29%
Berkshire Hathaway Inc Class B BRK.B 1.22%
Visa Inc Class A V 1.14%
Procter & Gamble Co PG 1.03%

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