# Portfolio overlap — IWM vs SWSSX

Comparing **iShares Russell 2000 ETF** (2026-03-31) and **Schwab Small-Cap Index Fund** (2026-01-31).

- Shared positions: 1907
- iShares Russell 2000 ETF covered by Schwab Small-Cap Index Fund: 0.8359309917171013868628248721
- Schwab Small-Cap Index Fund covered by iShares Russell 2000 ETF: 0.8359309917171013868628248722

## iShares Russell 2000 ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.124827 |  |
| BLOOM ENERGY CORP CL A | 0.008824 | ✓ |
| COEUR MINING INC | 0.005681 | ✓ |
| FABRINET | 0.005615 | ✓ |
| NEXTRACKER INC CL A | 0.005241 | ✓ |
| ECHOSTAR CORP CL A | 0.004729 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.004513 | ✓ |
| KRATOS DEFENSE and SEC SOLTN INC | 0.003800 | ✓ |
| ADV ENERGY INDS | 0.003627 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.003622 | ✓ |
| HECLA MINING CO | 0.003528 | ✓ |
| BRIDGEBIO PHARMA INC | 0.003509 | ✓ |
| GUARDANT HEALTH INC | 0.003415 | ✓ |
| MODINE MFG CO | 0.003383 | ✓ |
| ENSIGN GROUP INC | 0.003367 | ✓ |
| TTM TECHNOLOGIES INC | 0.002973 | ✓ |
| IONQ INC | 0.002965 | ✓ |
| DYCOM INDUSTRIES INC | 0.002943 | ✓ |
| SPX TECHNOLOGIES INC | 0.002870 | ✓ |
| CHART INDUSTRIES INC | 0.002786 | ✓ |
| RAMBUS INC | 0.002769 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.002667 | ✓ |
| ARROWHEAD PHARMACEUTICALS INC | 0.002525 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.002512 | ✓ |
| PRAXIS PRECISION MEDICINES INC | 0.002476 | ✓ |
| CARETRUST REIT INC | 0.002455 | ✓ |
| MOOG INC-CLASS A | 0.002455 | ✓ |
| UMB FINANCIAL CORP | 0.002447 | ✓ |
| WATTS WATER TECH INC CL A | 0.002366 | ✓ |
| CYTOKINETICS INC | 0.002349 | ✓ |
| INTERDIGITAL INC | 0.002331 | ✓ |
| SM ENERGY CO | 0.002321 | ✓ |
| SITIME CORP | 0.002315 | ✓ |
| PRIMORIS SVCS CORP | 0.002308 | ✓ |
| OLD NATL BANCORP | 0.002307 | ✓ |
| VIAVI SOLUTIONS INC | 0.002285 | ✓ |
| PLANET LABS PBC A | 0.002255 | ✓ |
| FORMFACTOR INC | 0.002251 | ✓ |
| FLUOR CORP | 0.002239 | ✓ |
| FIRSTCASH HOLDINGS INC | 0.002224 | ✓ |
| ARGAN INC | 0.002179 | ✓ |
| ESCO TECHNOLOGIES INC | 0.002177 | ✓ |
| VAXCYTE INC | 0.002150 | ✓ |
| SEMTECH CORP | 0.002132 | ✓ |
| HEALTHEQUITY INC | 0.002098 | ✓ |
| JACKSON FINANCIAL INC | 0.002085 | ✓ |
| AXSOME THERAPEUTICS INC | 0.002084 | ✓ |
| AEROVIRONMENT INC | 0.002063 | ✓ |
| SANMINA CORP | 0.002060 | ✓ |
| COMMERCIAL METALS CO | 0.002040 | ✓ |

## Schwab Small-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.010813 |  |
| BLOOM ENERGY CORP CL A | 0.010710 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.006220 | ✓ |
| FABRINET | 0.005723 | ✓ |
| KRATOS DEFENSE and SEC SOLTN INC | 0.005559 | ✓ |
| NEXTRACKER INC CL A | 0.005529 | ✓ |
| ECHOSTAR CORP CL A | 0.004969 | ✓ |
| HECLA MINING CO | 0.004633 | ✓ |
| GUARDANT HEALTH INC | 0.004483 | ✓ |
| IONQ INC | 0.004378 | ✓ |
| COEUR MINING INC | 0.004236 | ✓ |
| RAMBUS INC | 0.003975 | ✓ |
| BRIDGEBIO PHARMA INC | 0.003967 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.003456 | ✓ |
| AEROVIRONMENT INC | 0.003408 | ✓ |
| DYCOM INDUSTRIES INC | 0.003306 | ✓ |
| TTM TECHNOLOGIES INC | 0.003253 | ✓ |
| SPX TECHNOLOGIES INC | 0.003253 | ✓ |
| MODINE MFG CO | 0.003132 | ✓ |
| ENSIGN GROUP INC | 0.003120 | ✓ |
| ADV ENERGY INDS | 0.003116 | ✓ |
| CHART INDUSTRIES INC | 0.003035 | ✓ |
| UMB FINANCIAL CORP | 0.002990 | ✓ |
| ARROWHEAD PHARMACEUTICALS INC | 0.002976 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.002944 | ✓ |
| OKLO INC | 0.002801 | ✓ |
| MOOG INC-CLASS A | 0.002781 | ✓ |
| COMMERCIAL METALS CO | 0.002770 | ✓ |
| OLD NATL BANCORP | 0.002769 | ✓ |
| INTERDIGITAL INC | 0.002737 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.002723 | ✓ |
| AVIDITY BIOSCIENCES | 0.002717 |  |
| CARETRUST REIT INC | 0.002717 | ✓ |
| JACKSON FINANCIAL INC | 0.002666 | ✓ |
| URANIUM ENERGY CORP | 0.002663 | ✓ |
| WATTS WATER TECH INC CL A | 0.002661 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.002660 | ✓ |
| APPLIED DIGITAL CORP | 0.002606 | ✓ |
| COMPASS INC - A | 0.002602 | ✓ |
| PRIMORIS SVCS CORP | 0.002597 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.002568 | ✓ |
| CADENCE BANK | 0.002545 |  |
| SITIME CORP | 0.002533 | ✓ |
| PRAXIS PRECISION MEDICINES INC | 0.002497 | ✓ |
| ORMAT TECHNOLOGIES INC | 0.002471 | ✓ |
| AXSOME THERAPEUTICS INC | 0.002447 | ✓ |
| FLUOR CORP | 0.002409 | ✓ |
| SANMINA CORP | 0.002396 | ✓ |
| CYTOKINETICS INC | 0.002388 | ✓ |
| HEALTHEQUITY INC | 0.002367 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012507` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000207169126012507/0002071691-26-012507-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030064` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030064/0001410368-26-030064-index.htm>

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