ETF Versus

IWM vs SCHG

iShares Russell 2000 ETF vs Schwab U.S. Large-Cap Growth ETF

Last updated: 2026-04-02

IWM

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. 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

Over the past year, IWM has significantly outperformed with a 23.1% return vs 15.5%.

Key Metrics

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

Performance Chart

Indexed to 100 at start (5-year comparison)

70 96 122 148 174 200 2021-04 2022-06 2023-09 2024-12 2026-04
IWM +10.9%
SCHG +75.0%

Performance Comparison

Period IWM SCHG Difference
1 Month -3.73% -4.01% +0.28%
3 Months +0.31% -9.51% +9.82%
6 Months +1.11% -9.06% +10.17%
YTD +0.31% -9.51% +9.82%
1 Year +23.14% +15.51% +7.63%
3 Years +39.83% +80.24% -40.41%
5 Years +10.93% +74.98% -64.05%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWM 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 IWM SCHG
Annualized Volatility 22.6% 22.3%
Max Drawdown -33.1% -35.0%
Sharpe Ratio 0.01 0.41

Dividend Comparison

Metric IWM SCHG
Annual Dividend (per share) $2.54 $0.13
Dividend Yield 1.02% 0.43%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IWM if...

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

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