ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (IWF) and April 30, 2026 (SWPPX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > IWF vs SWPPX Holdings as of March 31, 2026 (IWF) and April 30, 2026 (SWPPX)

IWF vs SWPPX: Portfolio Overlap

iShares Russell 1000 Growth ETF vs Schwab S&P 500 Index Fund

58.6%
Weighted portfolio overlap
High Overlap

The two funds are running highly redundant strategies — the same market exposure is paid for through two expense ratios.

IWF
387 equity holdings
as of March 31, 2026
SWPPX
501 equity holdings
as of April 30, 2026
185 stocks held in common
Overlap View Venn Diagram
58.6% OVERLAP IWF SWPPX
Overlapping Holdings
10 Top 10 of 185 shared, by overlap contribution
# Stock IWF SWPPX Overlap%
1
NVDA
 12.95% 7.85% 7.85%
2
AAPL
 11.66% 6.45% 6.45%
3
MSFT
 8.84% 4.90% 4.90%
4
AMZN
 4.67% 4.19% 4.19%
5
GOOGL
 3.54% 3.63% 3.54%
6
AVGO
 4.80% 3.21% 3.21%
7
GOOG
 2.88% 2.89% 2.88%
8
META
 3.46% 2.17% 2.17%
9
TSLA
 3.55% 1.74% 1.74%
10
LLY
 2.66% 1.20% 1.20%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IWF — iShares Russell 1000 Growth ETF
StockWeight
TT0.34%
SPOT0.27%
RCL0.25%
NET0.23%
AON0.23%
Only in SWPPX — Schwab S&P 500 Index Fund
StockWeight
BRK.B1.41%
JPM1.37%
XOM1.04%
MU0.94%
JNJ0.90%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between IWF and SWPPX?

IWF (iShares Russell 1000 Growth ETF) and SWPPX (Schwab S&P 500 Index Fund) share 58.6% portfolio overlap as of IWF's March 31, 2026 filing and SWPPX's April 30, 2026 filing, across 185 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do IWF and SWPPX invest in the same stocks?

Largely yes. A substantial portion of both portfolios consists of the same stocks, leaving limited room for differentiation.

What are the top stocks held by both IWF and SWPPX?

The most prominent shared holdings (by combined weight) are: NVDA, AAPL, MSFT. See the full common-holdings table on this page for weights in each fund.

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