ETF Versus

IWF vs SCHA

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

Last updated: 2026-04-02

IWF

iShares Russell 1000 Growth ETF (IWF) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. 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 17.2%.

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

75 99 123 147 171 195 2021-04 2022-06 2023-09 2024-12 2026-04
IWF +71.3%
SCHA +15.6%

Performance Comparison

Period IWF SCHA Difference
1 Month -4.13% -2.75% -1.38%
3 Months -8.83% +1.91% -10.74%
6 Months -9.05% +3.60% -12.65%
YTD -8.83% +1.91% -10.74%
1 Year +17.24% +23.11% -5.87%
3 Years +75.80% +40.06% +35.74%
5 Years +71.26% +15.59% +55.67%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWF 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 IWF SCHA
Annualized Volatility 21.4% 22.0%
Max Drawdown -33.1% -31.6%
Sharpe Ratio 0.40 0.04

Dividend Comparison

Metric IWF SCHA
Annual Dividend (per share) $1.69 $0.34
Dividend Yield 0.39% 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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