ETF Versus

IWF vs SCHV

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

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-12-15

Quick Verdict

IWF has edged ahead over the past year (17.2% vs 14.5%).

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

80 103 126 149 172 195 2021-04 2022-06 2023-09 2024-12 2026-04
IWF +71.3%
SCHV +38.4%

Performance Comparison

Period IWF SCHV Difference
1 Month -4.13% -3.53% -0.60%
3 Months -8.83% +2.41% -11.24%
6 Months -9.05% +4.76% -13.81%
YTD -8.83% +2.41% -11.24%
1 Year +17.24% +14.51% +2.73%
3 Years +75.80% +39.35% +36.45%
5 Years +71.26% +38.43% +32.83%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWF Fees SCHV 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 SCHV
Annualized Volatility 21.4% 14.6%
Max Drawdown -33.1% -21.1%
Sharpe Ratio 0.40 0.21

Dividend Comparison

Metric IWF SCHV
Annual Dividend (per share) $1.69 $0.60
Dividend Yield 0.39% 1.96%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IWF if...

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

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