ETF Versus

IWD vs SCHA

iShares Russell 1000 Value ETF vs Schwab U.S. Small-Cap ETF

Last updated: 2026-04-02

IWD

iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
SCHA

Schwab U.S. Small-Cap ETF (SCHA) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-11-03

Quick Verdict

Over the past year, SCHA has significantly outperformed with a 23.1% return vs 13.7%.

Key Metrics

Metric IWD SCHA
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

75 90 105 120 135 150 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
SCHA +15.6%

Performance Comparison

Period IWD SCHA Difference
1 Month -3.30% -2.75% -0.55%
3 Months +1.29% +1.91% -0.62%
6 Months +4.74% +3.60% +1.14%
YTD +1.29% +1.91% -0.62%
1 Year +13.65% +23.11% -9.46%
3 Years +40.40% +40.06% +0.34%
5 Years +39.38% +15.59% +23.79%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees SCHA Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWD SCHA
Annualized Volatility 14.9% 22.0%
Max Drawdown -20.3% -31.6%
Sharpe Ratio 0.22 0.04

Dividend Comparison

Metric IWD SCHA
Annual Dividend (per share) $3.58 $0.34
Dividend Yield 1.67% 1.16%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose SCHA if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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