ETF Versus

IWD vs SCHG

iShares Russell 1000 Value ETF vs Schwab U.S. Large-Cap Growth 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
SCHG

Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-01-04

Quick Verdict

SCHG has edged ahead over the past year (15.5% vs 13.7%).

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

80 104 128 152 176 200 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
SCHG +75.0%

Performance Comparison

Period IWD SCHG Difference
1 Month -3.30% -4.01% +0.71%
3 Months +1.29% -9.51% +10.80%
6 Months +4.74% -9.06% +13.80%
YTD +1.29% -9.51% +10.80%
1 Year +13.65% +15.51% -1.86%
3 Years +40.40% +80.24% -39.84%
5 Years +39.38% +74.98% -35.60%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees SCHG 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 SCHG
Annualized Volatility 14.9% 22.3%
Max Drawdown -20.3% -35.0%
Sharpe Ratio 0.22 0.41

Dividend Comparison

Metric IWD SCHG
Annual Dividend (per share) $3.58 $0.13
Dividend Yield 1.67% 0.43%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs IWD IJR vs SCHG ITOT vs IWD ITOT vs SCHG IVV vs IWD IVV vs SCHG IWD vs IWF IWD vs IWM