IVW vs SCHX
Comparison between ISHARES S&P 500 GROWTH ETF (IVW, ETF) and SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF).
5-Year PerformanceSCHX has outperformed IVW, delivering a return of +15.2% compared to +14.1%
IVW vs SCHX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IVW
$76B
SCHX
$73B
Expense Ratio
IVW
0.18%
Winner
SCHX
0.03%
Max Drawdown
IVW
61.38%
Winner
SCHX
34.33%
Sharpe Ratio
IVW
1.33
Winner
SCHX
1.49
5Y Beta
IVW
1.22
Winner
SCHX
0.98
P/E Ratio
IVW
29.87
Winner
SCHX
27.70
Forward P/E
IVW
24.28
Winner
SCHX
20.74
PEG Ratio
IVW
0.48
SCHX
N/A
5Y Dividends CAGR
IVW
1.24%
Winner
SCHX
4.30%
5Y EPS CAGR
Winner
IVW
35.27%
SCHX
25.02%
Debt to Equity
Winner
IVW
7.33%
SCHX
32.72%
P/S Ratio
IVW
5.85
Winner
SCHX
3.33
P/B Ratio
IVW
8.58
Winner
SCHX
5.13
IVW vs SCHX - Holdings Comparison
IVW and SCHX have 214 common holdings. Overlap is 60.91%
IVW's top 25 holdings weight is 73.33%. SCHX's top 25 holdings weight is 48.77%.
| Rank | IVW | SCHX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.12% | NVIDIA CORP (NVDA) - 7.57% |
| #2 | APPLE INC (AAPL) - 5.92% | APPLE INC (AAPL) - 6.38% |
| #3 | MICROSOFT CORP (MSFT) - 5.92% | MICROSOFT CORP (MSFT) - 4.48% |
| #4 | BROADCOM INC (AVGO) - 5.88% | AMAZON.COM INC (AMZN) - 3.57% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.69% | ALPHABET INC CLASS A (GOOGL) - 3.20% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.58% | BROADCOM INC (AVGO) - 2.78% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.51% | ALPHABET INC CLASS C (GOOG) - 2.56% |
| #8 | AMAZON.COM INC (AMZN) - 3.98% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #9 | TESLA INC (TSLA) - 3.85% | TESLA INC (TSLA) - 1.67% |
| #10 | ELI LILLY AND CO (LLY) - 2.47% | MICRON TECHNOLOGY INC (MU) - 1.58% |
| #11 | VISA INC CLASS A (V) - 1.73% | ELI LILLY AND CO (LLY) - 1.36% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.39% | ADVANCED MICRO DEVICES INC (AMD) - 1.16% |
| #15 | n/a (PLTR) - 1.29% | EXXON MOBIL CORP (XOM) - 0.93% |
| #16 | NETFLIX INC (NFLX) - 1.28% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.23% | VISA INC CLASS A (V) - 0.82% |
| #18 | ORACLE CORP (ORCL) - 1.14% | WALMART INC (WMT) - 0.78% |
| #19 | WALMART INC (WMT) - 1.04% | INTEL CORP (INTC) - 0.76% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | CISCO SYSTEMS INC (CSCO) - 0.71% |
| #21 | CATERPILLAR INC (CAT) - 0.87% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #22 | SALESFORCE INC (CRM) - 0.77% | CATERPILLAR INC (CAT) - 0.64% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.63% | LAM RESEARCH CORP (LRCX) - 0.61% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.61% | ABBVIE INC (ABBV) - 0.60% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.60% | MASTERCARD INC CLASS A (MA) - 0.60% |
| Total Holdings | 220 | 752 |
IVW vs SCHX - Historical Returns
Returns include dividend reinvestment.
1M
IVW
-2.04%
Winner
SCHX
-1.16%
3M
Winner
IVW
+15.78%
SCHX
+12.25%
6M
Winner
IVW
+7.44%
SCHX
+7.00%
1Y
Winner
IVW
+26.74%
SCHX
+23.07%
5Y(CAGR)
IVW
+14.09%
Winner
SCHX
+15.21%
10Y(CAGR)
IVW
+19.61%
Winner
SCHX
+21.83%
Max(CAGR)
IVW
+12.33%
Winner
SCHX
+22.95%
IVW vs SCHX - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IVW | SCHX |
|---|---|---|
| 2026 | +8.60% | +7.79% |
| 2025 | +21.97% | +17.61% |
| 2024 | +38.04% | +28.08% |
| 2023 | +31.48% | +31.42% |
| 2022 | -30.04% | -17.34% |
| 2021 | +33.79% | +37.12% |
| 2020 | +34.55% | +32.28% |
| 2019 | +37.93% | +44.63% |
| 2018 | +2.49% | +3.61% |
| 2017 | +31.77% | +32.33% |
| 2016 | +13.89% | +25.37% |
| 2015 | +10.41% | +11.64% |
| 2014 | +20.63% | +25.16% |
| 2013 | +35.40% | +41.40% |
| 2012 | +19.34% | +27.50% |
| 2011 | +8.74% | +10.34% |
| 2010 | +18.40% | +23.90% |
| 2009 | +33.37% | +8.35% |
| 2008 | -31.43% | N/A |
| 2007 | +13.01% | N/A |
| 2006 | +13.02% | N/A |
| 2005 | +8.74% | N/A |
| 2004 | +11.52% | N/A |
| 2003 | +25.75% | N/A |
| 2002 | -22.05% | N/A |
| 2001 | -6.64% | N/A |
| 2000 | -14.56% | N/A |
IVW vs SCHX Drawdown Comparison
The maximum drawdown for IVW was -53.83%, occurring on Jul 23, 2002. Recovery took 1718 trading sessions.
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.
The current IVW drawdown is -5.48%. The current SCHX drawdown is -3.11%.
| Rank | IVW | SCHX |
|---|---|---|
| #1 | -53.83% Jul 17, 2000 - May 18, 2007 | -34.33% Feb 19, 2020 - Jul 14, 2020 |
| #2 | -46.68% Oct 12, 2007 - Oct 13, 2010 | -23.70% Jan 3, 2022 - Jul 17, 2023 |
| #3 | -32.72% Dec 27, 2021 - Mar 1, 2024 | -19.04% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -31.35% Feb 19, 2020 - Jun 8, 2020 | -17.45% Jul 7, 2011 - Jan 5, 2012 |
| #5 | -22.15% Feb 19, 2025 - Jun 24, 2025 | -17.21% Oct 3, 2018 - Mar 18, 2019 |
| #6 | -19.85% Oct 1, 2018 - Mar 21, 2019 | -14.17% Apr 23, 2010 - Oct 5, 2010 |
| #7 | -15.81% Jul 7, 2011 - Jan 18, 2012 | -12.30% Dec 29, 2015 - Mar 21, 2016 |
| #8 | -13.75% Oct 29, 2025 - Apr 15, 2026 | -11.85% Jul 20, 2015 - Oct 23, 2015 |
| #9 | -12.73% Jul 10, 2024 - Oct 14, 2024 | -9.91% Jan 26, 2018 - Jun 12, 2018 |
| #10 | -12.51% Dec 29, 2015 - Mar 30, 2016 | -9.80% Apr 2, 2012 - Jul 27, 2012 |
| #11 | -11.46% Jul 20, 2015 - Oct 23, 2015 | -9.59% Jul 31, 2023 - Nov 20, 2023 |
| #12 | -10.43% Sep 2, 2020 - Dec 1, 2020 | -9.03% Jan 12, 2026 - Apr 15, 2026 |
| #13 | -9.87% Jan 26, 2018 - Jun 1, 2018 | -8.55% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.68% Jul 19, 2007 - Sep 26, 2007 | -7.93% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -8.65% Feb 12, 2021 - Apr 5, 2021 | -7.79% Jan 19, 2010 - Mar 10, 2010 |
Correlation
Correlation between IVW and SCHX is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
IVW vs SCHX dividend yield comparison.
| Year | IVW | SCHX |
|---|---|---|
| 2026 | 0.17% | 0.25% |
| 2025 | 0.40% | 1.09% |
| 2024 | 0.43% | 2.97% |
| 2023 | 1.03% | 4.18% |
| 2022 | 0.92% | 4.91% |
| 2021 | 0.46% | 7.29% |
| 2020 | 2.60% | 9.84% |
| 2019 | 6.51% | 10.94% |
| 2018 | 5.11% | 12.13% |
| 2017 | 5.21% | 10.21% |
| 2016 | 6.06% | 11.55% |
| 2015 | 6.05% | 12.22% |
| 2014 | 5.47% | 10.57% |
| 2013 | 5.79% | 9.91% |
| 2012 | 7.28% | 13.06% |
| 2011 | 6.46% | 11.32% |
| 2010 | 5.52% | 9.22% |
| 2009 | 5.51% | 1.14% |
| 2008 | 6.67% | 0.00% |
| 2007 | 4.66% | 0.00% |
| 2006 | 4.72% | 0.00% |
| 2005 | 5.07% | 0.00% |
| 2004 | 6.76% | 0.00% |
| 2003 | 4.37% | 0.00% |
| 2002 | 4.28% | 0.00% |
| 2001 | 2.71% | 0.00% |
| 2000 | 1.56% | 0.00% |
Select Stocks to Compare
Popular: IVW vs SPYSCHX vs SPY
More Comparisons
Compare with similar stocks
Compare IVW with:
Compare SCHX with:
Popular suggestions:
IVE vs IVW
ISHARES S&P 500 VALUE ETF vs ISHARES S&P 500 GROWTH ETF
IVV vs IVW
ISHARES CORE S&P 500 ETF vs ISHARES S&P 500 GROWTH ETF
SCHX vs VOO
SCHWAB U.S. LARGE-CAP ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SCHX vs SCHD
SCHWAB U.S. LARGE-CAP ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
MDYG vs IVW
STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF vs ISHARES S&P 500 GROWTH ETF