IWD vs SCHX
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF).
5-Year PerformanceSCHX has outperformed IWD, delivering a return of +15.2% compared to +11.0%
IWD vs SCHX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWD
$76B
SCHX
$73B
Expense Ratio
IWD
0.18%
Winner
SCHX
0.03%
Max Drawdown
IWD
61.91%
Winner
SCHX
34.33%
Sharpe Ratio
Winner
IWD
2.01
SCHX
1.49
5Y Beta
Winner
IWD
0.73
SCHX
0.98
P/E Ratio
Winner
IWD
23.55
SCHX
27.70
Forward P/E
Winner
IWD
17.35
SCHX
20.74
5Y Dividends CAGR
Winner
IWD
6.22%
SCHX
4.30%
5Y EPS CAGR
IWD
13.91%
Winner
SCHX
25.02%
Debt to Equity
Winner
IWD
13.67%
SCHX
32.72%
P/S Ratio
Winner
IWD
2.30
SCHX
3.33
P/B Ratio
Winner
IWD
3.23
SCHX
5.13
IWD vs SCHX - Holdings Comparison
IWD and SCHX have 565 common holdings. Overlap is 53.75%
IWD's top 25 holdings weight is 35.06%. SCHX's top 25 holdings weight is 48.77%.
| Rank | IWD | SCHX |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.41% | NVIDIA CORP (NVDA) - 7.57% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.65% | APPLE INC (AAPL) - 6.38% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.65% | MICROSOFT CORP (MSFT) - 4.48% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 2.20% | AMAZON.COM INC (AMZN) - 3.57% |
| #5 | AMAZON.COM INC (AMZN) - 1.83% | ALPHABET INC CLASS A (GOOGL) - 3.20% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.79% | BROADCOM INC (AVGO) - 2.78% |
| #7 | EXXON MOBIL CORP (XOM) - 1.74% | ALPHABET INC CLASS C (GOOG) - 2.56% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.65% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #9 | INTEL CORP (INTC) - 1.57% | TESLA INC (TSLA) - 1.67% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.37% | MICRON TECHNOLOGY INC (MU) - 1.58% |
| #11 | WALMART INC (WMT) - 1.36% | ELI LILLY AND CO (LLY) - 1.36% |
| #12 | CATERPILLAR INC (CAT) - 1.14% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 1.06% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.04% | ADVANCED MICRO DEVICES INC (AMD) - 1.16% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 1.00% | EXXON MOBIL CORP (XOM) - 0.93% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.00% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.99% | VISA INC CLASS A (V) - 0.82% |
| #18 | CHEVRON CORP (CVX) - 0.97% | WALMART INC (WMT) - 0.78% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.90% | INTEL CORP (INTC) - 0.76% |
| #20 | MERCK & CO INC (MRK) - 0.84% | CISCO SYSTEMS INC (CSCO) - 0.71% |
| #21 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.82% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.82% | CATERPILLAR INC (CAT) - 0.64% |
| #23 | WELLS FARGO & CO (WFC) - 0.76% | LAM RESEARCH CORP (LRCX) - 0.61% |
| #24 | MORGAN STANLEY (MS) - 0.75% | ABBVIE INC (ABBV) - 0.60% |
| #25 | RTX CORP (RTX) - 0.75% | MASTERCARD INC CLASS A (MA) - 0.60% |
| Total Holdings | 802 | 752 |
IWD vs SCHX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWD
+2.28%
SCHX
-1.16%
3M
Winner
IWD
+13.41%
SCHX
+12.25%
6M
Winner
IWD
+14.65%
SCHX
+7.00%
1Y
Winner
IWD
+28.22%
SCHX
+23.07%
5Y(CAGR)
IWD
+11.03%
Winner
SCHX
+15.21%
10Y(CAGR)
IWD
+11.18%
Winner
SCHX
+21.83%
Max(CAGR)
IWD
+8.14%
Winner
SCHX
+22.95%
IWD vs SCHX - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | SCHX |
|---|---|---|
| 2026 | +14.33% | +7.79% |
| 2025 | +15.91% | +17.61% |
| 2024 | +13.78% | +28.08% |
| 2023 | +11.40% | +31.42% |
| 2022 | -8.06% | -17.34% |
| 2021 | +26.65% | +37.12% |
| 2020 | +2.31% | +32.28% |
| 2019 | +26.15% | +44.63% |
| 2018 | -8.84% | +3.61% |
| 2017 | +12.65% | +32.33% |
| 2016 | +18.65% | +25.37% |
| 2015 | -3.99% | +11.64% |
| 2014 | +14.25% | +25.16% |
| 2013 | +28.94% | +41.40% |
| 2012 | +15.55% | +27.50% |
| 2011 | -1.00% | +10.34% |
| 2010 | +13.28% | +23.90% |
| 2009 | +16.61% | +8.35% |
| 2008 | -35.73% | N/A |
| 2007 | -0.33% | N/A |
| 2006 | +20.13% | N/A |
| 2005 | +7.79% | N/A |
| 2004 | +16.44% | N/A |
| 2003 | +25.72% | N/A |
| 2002 | -16.22% | N/A |
| 2001 | -4.66% | N/A |
| 2000 | +8.98% | N/A |
IWD vs SCHX Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.
The current IWD drawdown is -1.16%. The current SCHX drawdown is -3.11%.
| Rank | IWD | SCHX |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -34.33% Feb 19, 2020 - Jul 14, 2020 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -23.70% Jan 3, 2022 - Jul 17, 2023 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -19.04% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -17.45% Jul 7, 2011 - Jan 5, 2012 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -17.21% Oct 3, 2018 - Mar 18, 2019 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -14.17% Apr 23, 2010 - Oct 5, 2010 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -12.30% Dec 29, 2015 - Mar 21, 2016 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -11.85% Jul 20, 2015 - Oct 23, 2015 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -9.91% Jan 26, 2018 - Jun 12, 2018 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -9.80% Apr 2, 2012 - Jul 27, 2012 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -9.59% Jul 31, 2023 - Nov 20, 2023 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -9.03% Jan 12, 2026 - Apr 15, 2026 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -8.55% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -7.93% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -7.79% Jan 19, 2010 - Mar 10, 2010 |
Correlation
Correlation between IWD and SCHX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWD vs SCHX dividend yield comparison.
| Year | IWD | SCHX |
|---|---|---|
| 2026 | 0.66% | 0.25% |
| 2025 | 1.69% | 1.09% |
| 2024 | 1.87% | 2.97% |
| 2023 | 2.02% | 4.18% |
| 2022 | 2.15% | 4.91% |
| 2021 | 1.62% | 7.29% |
| 2020 | 2.05% | 9.84% |
| 2019 | 2.45% | 10.94% |
| 2018 | 2.71% | 12.13% |
| 2017 | 2.09% | 10.21% |
| 2016 | 2.25% | 11.55% |
| 2015 | 2.47% | 12.22% |
| 2014 | 2.00% | 10.57% |
| 2013 | 1.95% | 9.91% |
| 2012 | 2.30% | 13.06% |
| 2011 | 2.30% | 11.32% |
| 2010 | 1.98% | 9.22% |
| 2009 | 2.36% | 1.14% |
| 2008 | 3.70% | 0.00% |
| 2007 | 2.40% | 0.00% |
| 2006 | 2.05% | 0.00% |
| 2005 | 2.46% | 0.00% |
| 2004 | 1.96% | 0.00% |
| 2003 | 1.91% | 0.00% |
| 2002 | 2.14% | 0.00% |
| 2001 | 1.56% | 0.00% |
| 2000 | 0.74% | 0.00% |
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