IWN vs SCHM
Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and SCHWAB U.S. MID-CAP ETF (SCHM, ETF).
5-Year PerformanceIWN has outperformed SCHM, delivering a return of +9.0% compared to +8.2%
IWN vs SCHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWN
$15B
SCHM
$15B
Expense Ratio
IWN
0.24%
Winner
SCHM
0.03%
Max Drawdown
IWN
62.91%
Winner
SCHM
42.43%
Sharpe Ratio
Winner
IWN
1.92
SCHM
1.36
5Y Beta
Winner
IWN
0.95
SCHM
1.02
P/E Ratio
IWN
121.90
Winner
SCHM
34.01
Forward P/E
Winner
IWN
11.92
SCHM
17.28
5Y Dividends CAGR
IWN
9.67%
Winner
SCHM
10.89%
5Y EPS CAGR
IWN
8.45%
Winner
SCHM
10.09%
Debt to Equity
IWN
46.21%
Winner
SCHM
24.52%
P/S Ratio
Winner
IWN
1.28
SCHM
1.70
P/B Ratio
Winner
IWN
1.56
SCHM
2.88
IWN vs SCHM - Holdings Comparison
IWN and SCHM have 32 common holdings. Overlap is 3.69%
IWN's top 25 holdings weight is 12.88%. SCHM's top 25 holdings weight is 18.79%.
| Rank | IWN | SCHM |
|---|---|---|
| #1 | ECHOSTAR CORP CLASS A (SATS) - 1.19% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.36% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 0.68% | LUMENTUM HOLDINGS INC (LITE) - 1.21% |
| #3 | COEUR MINING INC (CDE) - 0.66% | COHERENT CORP (COHR) - 1.15% |
| #4 | HECLA MINING CO (HL) - 0.63% | BLOOM ENERGY CORP CLASS A (BE) - 1.10% |
| #5 | CARETRUST REIT INC (CTRE) - 0.53% | CIENA CORP (CIEN) - 1.07% |
| #6 | FLUOR CORP (FLR) - 0.52% | FLEX LTD (FLEX) - 0.87% |
| #7 | UMB FINANCIAL CORP (UMBF) - 0.52% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.68% |
| #8 | SM ENERGY CO (SM) - 0.52% | CENTENE CORP (CNC) - 0.59% |
| #9 | n/a (PRAX) - 0.50% | CASEY'S GENERAL STORES INC (CASY) - 0.59% |
| #10 | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% | STEEL DYNAMICS INC (STLD) - 0.59% |
| #11 | JACKSON FINANCIAL INC (JXN) - 0.49% | TECHNIPFMC PLC (n/a) - 0.55% |
| #12 | CYTOKINETICS INC (CYTK) - 0.48% | TWILIO INC CLASS A (TWLO) - 0.55% |
| #13 | OLD NATIONAL BANCORP (ONB) - 0.47% | CARPENTER TECHNOLOGY CORP (CRS) - 0.54% |
| #14 | ORMAT TECHNOLOGIES INC (ORA) - 0.47% | TAPESTRY INC (TPR) - 0.53% |
| #15 | COMMERCIAL METALS CO (CMC) - 0.47% | ATI INC (ATI) - 0.50% |
| #16 | VIASAT INC (VSAT) - 0.45% | CURTISS-WRIGHT CORP (CW) - 0.49% |
| #17 | SSR MINING INC (SSRM) - 0.44% | NVENT ELECTRIC PLC (NVT) - 0.48% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.43% | XPO INC (XPO) - 0.47% |
| #19 | NOBLE CORP PLC CLASS A (NE) - 0.43% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.46% |
| #20 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% | WOODWARD INC (WWD) - 0.45% |
| #21 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 0.32% |
| #22 | TRANSOCEAN LTD (RIG) - 0.42% | BUNGE GLOBAL SA (BG) - 0.31% |
| #23 | VALARIS LTD (VAL) - 0.42% | BALL CORP (BALL) - 0.31% |
| #24 | ENERSYS (ENS) - 0.42% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.31% |
| #25 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.31% |
| Total Holdings | 1404 | 457 |
IWN vs SCHM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWN
+2.43%
SCHM
+1.58%
3M
Winner
IWN
+7.73%
SCHM
+5.47%
6M
Winner
IWN
+13.30%
SCHM
+11.17%
1Y
Winner
IWN
+42.66%
SCHM
+28.91%
5Y(CAGR)
Winner
IWN
+8.96%
SCHM
+8.19%
10Y(CAGR)
IWN
+10.19%
Winner
SCHM
+11.14%
Max(CAGR)
IWN
+9.57%
Winner
SCHM
+11.46%
IWN vs SCHM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWN | SCHM |
|---|---|---|
| 2026 | +24.11% | +19.05% |
| 2025 | +12.57% | +10.33% |
| 2024 | +8.00% | +12.62% |
| 2023 | +14.92% | +17.39% |
| 2022 | -15.78% | -17.26% |
| 2021 | +29.69% | +21.32% |
| 2020 | +4.78% | +14.95% |
| 2019 | +21.05% | +27.82% |
| 2018 | -13.73% | -9.47% |
| 2017 | +7.03% | +18.99% |
| 2016 | +34.63% | +16.05% |
| 2015 | -7.27% | +0.01% |
| 2014 | +5.30% | +11.21% |
| 2013 | +30.27% | +32.95% |
| 2012 | +15.86% | +16.31% |
| 2011 | -7.51% | -2.92% |
| 2010 | +21.53% | N/A |
| 2009 | +20.24% | N/A |
| 2008 | -27.94% | N/A |
| 2007 | -10.53% | N/A |
| 2006 | +21.09% | N/A |
| 2005 | +5.60% | N/A |
| 2004 | +20.92% | N/A |
| 2003 | +41.77% | N/A |
| 2002 | -12.06% | N/A |
| 2001 | +16.04% | N/A |
| 2000 | +13.82% | N/A |
IWN vs SCHM Drawdown Comparison
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current IWN drawdown is -0.64%. The current SCHM drawdown is -2.12%.
| Rank | IWN | SCHM |
|---|---|---|
| #1 | -61.53% Jun 4, 2007 - Sep 14, 2012 | -42.43% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -46.07% Aug 22, 2018 - Dec 15, 2020 | -26.46% Nov 16, 2021 - Mar 21, 2024 |
| #3 | -34.07% May 2, 2002 - Sep 4, 2003 | -26.37% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -26.70% Nov 25, 2024 - Sep 18, 2025 | -23.27% Nov 25, 2024 - Sep 5, 2025 |
| #5 | -25.93% Nov 8, 2021 - Jul 16, 2024 | -22.73% Sep 14, 2018 - Jul 5, 2019 |
| #6 | -22.54% Jun 23, 2015 - Aug 5, 2016 | -19.98% Jun 23, 2015 - Jul 12, 2016 |
| #7 | -19.41% Jun 29, 2001 - Dec 18, 2001 | -12.09% Mar 19, 2012 - Sep 12, 2012 |
| #8 | -12.38% Jul 3, 2014 - Dec 29, 2014 | -10.78% Sep 2, 2014 - Nov 20, 2014 |
| #9 | -12.02% May 9, 2006 - Oct 12, 2006 | -9.61% Jan 26, 2018 - Jun 6, 2018 |
| #10 | -11.86% Jun 8, 2021 - Nov 3, 2021 | -9.32% Feb 26, 2026 - Apr 14, 2026 |
| #11 | -11.37% Apr 5, 2004 - Oct 1, 2004 | -8.18% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -10.57% Sep 14, 2012 - Dec 20, 2012 | -7.40% Jun 30, 2026 - Jul 29, 2026 |
| #13 | -10.26% Dec 28, 2004 - Jun 15, 2005 | -7.35% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -10.14% Aug 2, 2005 - Jan 6, 2006 | -7.34% May 21, 2013 - Jul 11, 2013 |
| #15 | -9.85% Jul 26, 2024 - Oct 16, 2024 | -7.19% Jul 24, 2019 - Nov 4, 2019 |
Correlation
Correlation between IWN and SCHM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWN vs SCHM dividend yield comparison.
| Year | IWN | SCHM |
|---|---|---|
| 2026 | 0.58% | 0.51% |
| 2025 | 1.70% | 1.46% |
| 2024 | 1.80% | 1.43% |
| 2023 | 2.04% | 1.50% |
| 2022 | 2.12% | 1.67% |
| 2021 | 1.48% | 1.13% |
| 2020 | 1.60% | 1.31% |
| 2019 | 1.92% | 1.48% |
| 2018 | 1.99% | 1.56% |
| 2017 | 1.78% | 1.27% |
| 2016 | 1.74% | 1.51% |
| 2015 | 2.15% | 1.54% |
| 2014 | 1.88% | 1.48% |
| 2013 | 1.77% | 1.27% |
| 2012 | 2.50% | 1.67% |
| 2011 | 2.03% | 1.19% |
| 2010 | 1.63% | 0.00% |
| 2009 | 1.82% | 0.00% |
| 2008 | 2.46% | 0.00% |
| 2007 | 2.03% | 0.00% |
| 2006 | 1.59% | 0.00% |
| 2005 | 1.76% | 0.00% |
| 2004 | 1.38% | 0.00% |
| 2003 | 1.24% | 0.00% |
| 2002 | 1.89% | 0.00% |
| 2001 | 1.84% | 0.00% |
| 2000 | 0.76% | 0.00% |
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