IWM vs SCHD
iShares Russell 2000 ETF vs Schwab U.S. Dividend Equity ETF
Last updated: 2026-04-08
iShares Russell 2000 ETF (IWM) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a moderate expense ratio of 0.19%. The fund offers a moderate dividend yield of 1.00%. Launched in 2000, the fund has a 26-year track record.
Schwab U.S. Dividend Equity ETF (SCHD) is an exchange-traded fund that provides exposure to U.S. dividend-paying stocks selected for yield or dividend growth. It charges a low expense ratio of 0.06%. The fund offers an attractive dividend yield of 3.46%. Launched in 2011, the fund has a 15-year track record.
Quick Verdict
SCHD is significantly cheaper at 0.06% vs 0.19% expense ratio, saving you approximately $257 per $10,000 invested over 10 years. Over the past year, IWM has significantly outperformed with a 44.4% return vs 26.0%. Income investors may prefer SCHD for its higher yield (3.5% vs 1.0%).
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
0 of top 10 holdings overlap (0% overlap in top holdings)
IWM Top Holdings
| Name | Weight |
|---|---|
| Bloom Energy CorporationBE | 0.99% |
| FabrinetFN | 0.67% |
| COEUR MINING INCCDE.NE | 0.63% |
| EchoStar CorporationSATS | 0.57% |
| Credo Technology Group Holding LtdCRDO | 0.55% |
| Nextpower Inc.NXT | 0.53% |
| Kratos Defense & Security Solutions, Inc.KTOS | 0.45% |
| Advanced Energy Industries, Inc.AEIS | 0.42% |
| Hecla Mining CompanyHL | 0.41% |
| Sterling Infrastructure, Inc.STRL | 0.39% |
SCHD Top Holdings
| Name | Weight |
|---|---|
| Chevron CorporationCVX | 4.43% |
| ConocoPhillipsCOP | 4.26% |
| Merck & Co., Inc.MRK | 4.16% |
| The Coca-Cola CompanyKO | 4.06% |
| Verizon Communications Inc.VZ | 3.99% |
| Texas Instruments IncorporatedTXN | 3.98% |
| PepsiCo, Inc.PEP | 3.96% |
| UnitedHealth Group IncorporatedUNH | 3.93% |
| Amgen Inc.AMGN | 3.80% |
| Abbott LaboratoriesABT | 3.76% |
Which One Should You Choose?
Choose SCHD if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose IWM if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose SCHD if...
you prioritize dividend income and want higher regular distributions from your portfolio.