IWF vs SCHD
Comparison between ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceIWF has outperformed SCHD, delivering a return of +12.3% compared to +10.4%
IWF vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWF
$121B
SCHD
$104B
Expense Ratio
IWF
0.18%
Winner
SCHD
0.06%
Max Drawdown
IWF
66.83%
Winner
SCHD
33.37%
Sharpe Ratio
IWF
0.50
Winner
SCHD
2.23
5Y Beta
IWF
1.21
Winner
SCHD
0.52
P/E Ratio
IWF
33.57
Winner
SCHD
18.33
Forward P/E
IWF
22.59
Winner
SCHD
15.74
PEG Ratio
IWF
N/A
SCHD
0.77
5Y Dividends CAGR
IWF
3.03%
Winner
SCHD
8.35%
5Y EPS CAGR
Winner
IWF
41.40%
SCHD
9.43%
Debt to Equity
IWF
73.30%
Winner
SCHD
51.49%
P/S Ratio
IWF
7.83
Winner
SCHD
1.89
P/B Ratio
IWF
12.92
Winner
SCHD
3.76
IWF vs SCHD - Holdings Comparison
IWF and SCHD have 11 common holdings. Overlap is 0.67%
IWF's top 25 holdings weight is 70.33%. SCHD's top 25 holdings weight is 79.09%.
| Rank | IWF | SCHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.46% | ABBOTT LABORATORIES (ABT) - 4.78% |
| #2 | APPLE INC (AAPL) - 7.00% | AMGEN INC (AMGN) - 4.62% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.92% | MERCK & CO INC (MRK) - 4.35% |
| #4 | BROADCOM INC (AVGO) - 5.73% | COCA-COLA CO (KO) - 4.13% |
| #5 | MICROSOFT CORP (MSFT) - 5.41% | THE HOME DEPOT INC (HD) - 4.12% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.82% | UNITEDHEALTH GROUP INC (UNH) - 4.04% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.08% | CHEVRON CORP (CVX) - 3.89% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.04% | PROCTER & GAMBLE CO (PG) - 3.86% |
| #9 | ELI LILLY AND CO (LLY) - 2.88% | CONOCOPHILLIPS (COP) - 3.84% |
| #10 | TESLA INC (TSLA) - 2.83% | VERIZON COMMUNICATIONS INC (VZ) - 3.78% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.32% | PEPSICO INC (PEP) - 3.65% |
| #12 | VISA INC CLASS A (V) - 1.76% | TEXAS INSTRUMENTS INC (TXN) - 3.36% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.34% | BRISTOL-MYERS SQUIBB CO (BMY) - 3.22% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.29% | LOCKHEED MARTIN CORP (LMT) - 3.04% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.21% | ACCENTURE PLC CLASS A (ACN) - 2.74% |
| #16 | CATERPILLAR INC (CAT) - 1.15% | BLACKSTONE INC (BX) - 2.69% |
| #17 | GE AEROSPACE (GE) - 1.12% | AUTOMATIC DATA PROCESSING INC (ADP) - 2.66% |
| #18 | n/a (PLTR) - 1.12% | ALTRIA GROUP INC (MO) - 2.66% |
| #19 | NETFLIX INC (NFLX) - 0.92% | QUALCOMM INC (QCOM) - 2.45% |
| #20 | PALO ALTO NETWORKS INC (PANW) - 0.92% | COMCAST CORP CLASS A (CMCSA) - 2.24% |
| #21 | n/a (SPCX) - 0.21% | SLB LTD (SLB) - 1.95% |
| #22 | ROSS STORES INC (ROST) - 0.20% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.92% |
| #23 | STARBUCKS CORP (SBUX) - 0.20% | EOG RESOURCES INC (EOG) - 1.89% |
| #24 | LUMENTUM HOLDINGS INC (LITE) - 0.20% | TARGET CORP (TGT) - 1.73% |
| #25 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.20% | FASTENAL CO (FAST) - 1.48% |
| Total Holdings | 329 | 103 |
IWF vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
IWF
+0.87%
Winner
SCHD
+6.98%
3M
IWF
-1.75%
Winner
SCHD
+9.73%
6M
IWF
+8.05%
Winner
SCHD
+12.90%
1Y
IWF
+12.07%
Winner
SCHD
+32.24%
5Y(CAGR)
Winner
IWF
+12.25%
SCHD
+10.36%
10Y(CAGR)
Winner
IWF
+17.59%
SCHD
+13.20%
Max(CAGR)
IWF
+8.35%
Winner
SCHD
+13.71%
IWF vs SCHD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWF | SCHD |
|---|---|---|
| 2026 | +3.95% | +28.70% |
| 2025 | +18.60% | +4.56% |
| 2024 | +35.13% | +10.86% |
| 2023 | +43.68% | +4.71% |
| 2022 | -29.81% | -3.21% |
| 2021 | +29.26% | +31.74% |
| 2020 | +36.37% | +14.78% |
| 2019 | +35.96% | +27.28% |
| 2018 | -2.59% | -5.85% |
| 2017 | +28.98% | +20.20% |
| 2016 | +8.87% | +17.78% |
| 2015 | +5.60% | -0.21% |
| 2014 | +13.77% | +12.79% |
| 2013 | +29.76% | +30.09% |
| 2012 | +13.57% | +10.39% |
| 2011 | +1.37% | +5.31% |
| 2010 | +15.02% | N/A |
| 2009 | +32.66% | N/A |
| 2008 | -37.54% | N/A |
| 2007 | +11.18% | N/A |
| 2006 | +7.07% | N/A |
| 2005 | +5.74% | N/A |
| 2004 | +6.73% | N/A |
| 2003 | +25.08% | N/A |
| 2002 | -28.80% | N/A |
| 2001 | -16.14% | N/A |
| 2000 | -17.06% | N/A |
IWF vs SCHD Drawdown Comparison
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current IWF drawdown is -4.87%.
| Rank | IWF | SCHD |
|---|---|---|
| #1 | -64.25% Jul 17, 2000 - Sep 18, 2013 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -32.72% Dec 27, 2021 - Jan 10, 2024 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -31.55% Feb 19, 2020 - Jun 8, 2020 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -23.36% Dec 16, 2024 - Jun 26, 2025 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -21.90% Oct 1, 2018 - Apr 12, 2019 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -16.27% Oct 29, 2025 - May 7, 2026 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -13.84% Jul 20, 2015 - Jul 8, 2016 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -13.26% Jul 10, 2024 - Oct 14, 2024 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -11.36% Jun 1, 2026 - Jul 29, 2026 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -11.31% Sep 2, 2020 - Dec 1, 2020 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -9.88% Jan 26, 2018 - Jun 5, 2018 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -7.88% Apr 29, 2019 - Jun 20, 2019 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -7.26% Sep 18, 2014 - Oct 31, 2014 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -7.26% Sep 3, 2021 - Oct 25, 2021 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between IWF and SCHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IWF vs SCHD dividend yield comparison.
| Year | IWF | SCHD |
|---|---|---|
| 2026 | 0.17% | 1.45% |
| 2025 | 0.36% | 3.82% |
| 2024 | 0.46% | 3.64% |
| 2023 | 0.67% | 3.49% |
| 2022 | 0.91% | 3.39% |
| 2021 | 0.50% | 2.78% |
| 2020 | 0.66% | 3.16% |
| 2019 | 0.99% | 2.98% |
| 2018 | 1.27% | 3.06% |
| 2017 | 1.10% | 2.63% |
| 2016 | 1.43% | 2.89% |
| 2015 | 1.37% | 2.97% |
| 2014 | 1.33% | 2.63% |
| 2013 | 1.29% | 2.47% |
| 2012 | 1.65% | 2.86% |
| 2011 | 1.39% | 0.47% |
| 2010 | 1.27% | 0.00% |
| 2009 | 1.39% | 0.00% |
| 2008 | 1.66% | 0.00% |
| 2007 | 0.92% | 0.00% |
| 2006 | 0.93% | 0.00% |
| 2005 | 0.89% | 0.00% |
| 2004 | 1.04% | 0.00% |
| 2003 | 0.79% | 0.00% |
| 2002 | 0.81% | 0.00% |
| 2001 | 0.41% | 0.00% |
| 2000 | 0.32% | 0.00% |
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