IWN vs SCHO

Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).

5-Year PerformanceIWN has outperformed SCHO, delivering a return of +6.9% compared to +1.8%

IWN vs SCHO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWN(ETF)	SCHO(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.24%	0.03%
Max Drawdown	62.91%	7.87%
Sharpe Ratio	2.01	-0.13
5Y Beta	0.97	-0.02
P/E Ratio	166.44	N/A
Forward P/E	12.45	N/A
5Y Dividends CAGR	11.18%	33.03%
5Y EPS CAGR	9.58%	N/A
Debt to Equity	36.26%	N/A
P/S Ratio	1.28	N/A
P/B Ratio	1.55	N/A

Net Assets

IWN

$13B

SCHO

$13B

Expense Ratio

IWN

0.24%

Winner

SCHO

0.03%

Max Drawdown

IWN

62.91%

Winner

SCHO

7.87%

Sharpe Ratio

Winner

IWN

2.01

SCHO

-0.13

5Y Beta

IWN

0.97

Winner

SCHO

-0.02

P/E Ratio

IWN

166.44

SCHO

N/A

Forward P/E

IWN

12.45

SCHO

N/A

5Y Dividends CAGR

IWN

11.18%

Winner

SCHO

33.03%

5Y EPS CAGR

IWN

9.58%

SCHO

N/A

Debt to Equity

IWN

36.26%

SCHO

N/A

P/S Ratio

IWN

1.28

SCHO

N/A

P/B Ratio

IWN

1.55

SCHO

N/A

IWN vs SCHO - Historical Returns

Returns include dividend reinvestment.

Period	IWN	SCHO
1 month	+6.65%	+0.23%
3 months	+5.60%	+0.25%
6 months	+21.42%	+1.18%
1 year	+44.45%	+3.70%
5 years(CAGR)	+6.86%	+1.84%
10 years(CAGR)	+10.49%	+1.72%
Max(CAGR)	+9.38%	+1.35%

Winner

IWN

+6.65%

SCHO

+0.23%

Winner

IWN

+5.60%

SCHO

+0.25%

Winner

IWN

+21.42%

SCHO

+1.18%

Winner

IWN

+44.45%

SCHO

+3.70%

5Y(CAGR)

Winner

IWN

+6.86%

SCHO

+1.84%

10Y(CAGR)

Winner

IWN

+10.49%

SCHO

+1.72%

Max(CAGR)

Winner

IWN

+9.38%

SCHO

+1.35%

IWN vs SCHO - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IWN	SCHO
2026	+16.05%	+0.61%
2025	+12.57%	+5.14%
2024	+8.00%	+3.78%
2023	+14.92%	+4.20%
2022	-15.78%	-3.76%
2021	+29.69%	-0.66%
2020	+4.78%	+3.11%
2019	+21.05%	+3.49%
2018	-13.73%	+1.36%
2017	+7.03%	+0.35%
2016	+34.63%	+0.68%
2015	-7.27%	+0.43%
2014	+5.30%	+0.61%
2013	+30.27%	+0.35%
2012	+15.86%	+0.31%
2011	-7.51%	+1.43%
2010	+21.53%	+0.15%
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 SCHO Drawdown Comparison

The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.

The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.

The current IWN drawdown is -0.53%. The current SCHO drawdown is -0.12%.

Rank	IWN	SCHO
#1	-61.53% Jun 4, 2007 - Sep 14, 2012	-5.69% Aug 3, 2021 - May 15, 2024
#2	-46.07% Aug 22, 2018 - Dec 15, 2020	-1.07% Sep 7, 2017 - Nov 19, 2018
#3	-34.07% May 2, 2002 - Sep 4, 2003	-0.98% Sep 24, 2024 - Jan 24, 2025
#4	-26.70% Nov 25, 2024 - Sep 18, 2025	-0.94% Jul 5, 2016 - Aug 1, 2017
#5	-25.93% Nov 8, 2021 - Jul 16, 2024	-0.86% Feb 27, 2026 - Mar 26, 2026
#6	-22.54% Jun 23, 2015 - Aug 5, 2016	-0.78% Nov 1, 2010 - Apr 29, 2011
#7	-19.41% Jun 29, 2001 - Dec 18, 2001	-0.70% Oct 14, 2015 - Feb 2, 2016
#8	-12.38% Jul 3, 2014 - Dec 29, 2014	-0.69% Sep 4, 2019 - Oct 3, 2019
#9	-12.02% May 9, 2006 - Oct 12, 2006	-0.64% Apr 30, 2025 - Jun 20, 2025
#10	-11.86% Jun 8, 2021 - Nov 3, 2021	-0.53% Oct 15, 2014 - Jan 14, 2015
#11	-11.37% Apr 5, 2004 - Oct 1, 2004	-0.48% Feb 11, 2016 - Apr 5, 2016
#12	-10.57% Sep 14, 2012 - Dec 20, 2012	-0.45% Apr 4, 2025 - Apr 21, 2025
#13	-10.26% Dec 28, 2004 - Jun 15, 2005	-0.45% Feb 2, 2015 - Apr 1, 2015
#14	-10.14% Aug 2, 2005 - Jan 6, 2006	-0.45% Jan 30, 2012 - May 11, 2012
#15	-9.85% Jul 26, 2024 - Oct 16, 2024	-0.42% May 1, 2013 - Sep 25, 2013

Correlation

Correlation between IWN and SCHO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

IWN vs SCHO dividend yield comparison.

Year	IWN	SCHO
2026	0.24%	1.27%
2025	1.70%	4.06%
2024	1.80%	4.29%
2023	2.04%	3.76%
2022	2.12%	1.34%
2021	1.48%	0.42%
2020	1.60%	1.28%
2019	1.92%	2.27%
2018	1.99%	1.60%
2017	1.78%	1.12%
2016	1.74%	0.82%
2015	2.15%	0.68%
2014	1.88%	0.47%
2013	1.77%	0.29%
2012	2.50%	0.29%
2011	2.03%	0.41%
2010	1.63%	0.13%
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%