IWO vs SCHA
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).
5-Year PerformanceSCHA has outperformed IWO, delivering a return of +8.0% compared to +5.5%
IWO vs SCHA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWO
$15B
Winner
SCHA
$24B
Expense Ratio
IWO
0.24%
Winner
SCHA
0.03%
Max Drawdown
IWO
60.31%
Winner
SCHA
43.02%
Sharpe Ratio
IWO
1.16
Winner
SCHA
1.45
5Y Beta
IWO
1.22
Winner
SCHA
1.10
P/E Ratio
Winner
IWO
-385.16
SCHA
835.80
Forward P/E
IWO
19.66
Winner
SCHA
14.74
5Y Dividends CAGR
IWO
8.50%
Winner
SCHA
9.07%
5Y EPS CAGR
Winner
IWO
16.13%
SCHA
13.27%
Debt to Equity
IWO
79.92%
Winner
SCHA
42.45%
P/S Ratio
IWO
1.98
Winner
SCHA
1.36
P/B Ratio
IWO
4.66
Winner
SCHA
2.21
IWO vs SCHA - Holdings Comparison
IWO and SCHA have 703 common holdings. Overlap is 31.19%
IWO's top 25 holdings weight is 12.94%. SCHA's top 25 holdings weight is 7.29%.
| Rank | IWO | SCHA |
|---|---|---|
| #1 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% |
| #2 | MOOG INC CLASS A (MOG-A) - 0.69% | RIGETTI COMPUTING INC (RGTI) - 0.46% |
| #3 | JFROG LTD ORDINARY SHARES (FROG) - 0.61% | n/a (RKT) - 0.40% |
| #4 | KRYSTAL BIOTECH INC (KRYS) - 0.55% | D-WAVE QUANTUM INC (QBTS) - 0.38% |
| #5 | GLAUKOS CORP (GKOS) - 0.54% | COEUR MINING INC (CDE) - 0.36% |
| #6 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% |
| #7 | FIRSTCASH HOLDINGS INC (FCFS) - 0.53% | n/a (HIMS) - 0.33% |
| #8 | ESCO TECHNOLOGIES INC (ESE) - 0.53% | ATI INC (ATI) - 0.29% |
| #9 | ARGAN INC (AGX) - 0.53% | IONIS PHARMACEUTICALS INC (IONS) - 0.29% |
| #10 | n/a (PRAX) - 0.51% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% |
| #11 | STONEX GROUP INC (SNEX) - 0.51% | STERLING INFRASTRUCTURE INC (STRL) - 0.28% |
| #12 | HEALTHEQUITY INC (HQY) - 0.50% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| #13 | NLIGHT INC (LASR) - 0.50% | LUMENTUM HOLDINGS INC (LITE) - 0.27% |
| #14 | POWER INTEGRATIONS INC (POWI) - 0.50% | ENSIGN GROUP INC (ENSG) - 0.26% |
| #15 | MAXLINEAR INC (MXL) - 0.50% | RAMBUS INC (RMBS) - 0.26% |
| #16 | BRINKER INTERNATIONAL INC (EAT) - 0.50% | SOUTHSTATE BANK CORP (SSB) - 0.25% |
| #17 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50% | ECHOSTAR CORP CLASS A (SATS) - 0.25% |
| #18 | TG THERAPEUTICS INC (TGTX) - 0.49% | INTERDIGITAL INC (IDCC) - 0.24% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% |
| #20 | n/a (HIMS) - 0.47% | BRIDGEBIO PHARMA INC (BBIO) - 0.24% |
| #21 | OSCAR HEALTH INC CLASS A (OSCR) - 0.46% | SILICON LABORATORIES INC (SLAB) - 0.22% |
| #22 | SPYRE THERAPEUTICS INC (SYRE) - 0.46% | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.45% | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% |
| #24 | SILICON LABORATORIES INC (SLAB) - 0.45% | PJT PARTNERS INC CLASS A (PJT) - 0.22% |
| #25 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44% | n/a (MWA) - 0.20% |
| Total Holdings | 1059 | 1709 |
IWO vs SCHA - Historical Returns
Returns include dividend reinvestment.
1M
IWO
-3.12%
Winner
SCHA
-2.09%
3M
IWO
+7.49%
Winner
SCHA
+8.09%
6M
IWO
+8.97%
Winner
SCHA
+12.65%
1Y
IWO
+32.00%
Winner
SCHA
+34.94%
5Y(CAGR)
IWO
+5.46%
Winner
SCHA
+7.97%
10Y(CAGR)
Winner
IWO
+11.06%
SCHA
+10.98%
Max(CAGR)
IWO
+7.13%
Winner
SCHA
+12.44%
IWO vs SCHA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | SCHA |
|---|---|---|
| 2026 | +16.82% | +20.71% |
| 2025 | +12.52% | +11.64% |
| 2024 | +16.13% | +11.85% |
| 2023 | +19.56% | +19.16% |
| 2022 | -27.17% | -20.62% |
| 2021 | +4.06% | +18.07% |
| 2020 | +34.46% | +19.19% |
| 2019 | +28.07% | +26.04% |
| 2018 | -10.30% | -12.63% |
| 2017 | +21.71% | +14.15% |
| 2016 | +14.71% | +22.30% |
| 2015 | -0.66% | -3.91% |
| 2014 | +6.99% | +7.50% |
| 2013 | +39.28% | +35.74% |
| 2012 | +13.33% | +16.68% |
| 2011 | -4.60% | -4.64% |
| 2010 | +26.19% | +25.72% |
| 2009 | +31.85% | +9.88% |
| 2008 | -37.46% | N/A |
| 2007 | +6.76% | N/A |
| 2006 | +10.89% | N/A |
| 2005 | +5.59% | N/A |
| 2004 | +13.00% | N/A |
| 2003 | +44.40% | N/A |
| 2002 | -30.51% | N/A |
| 2001 | -4.63% | N/A |
| 2000 | -14.94% | N/A |
IWO vs SCHA Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current IWO drawdown is -3.14%. The current SCHA drawdown is -4.18%.
| Rank | IWO | SCHA |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -42.41% Jan 16, 2020 - Nov 9, 2020 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -30.79% Nov 8, 2021 - Oct 16, 2024 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -28.37% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -27.29% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -26.45% Aug 31, 2018 - Jan 16, 2020 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -24.96% Jun 23, 2015 - Nov 11, 2016 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -19.99% Apr 23, 2010 - Nov 5, 2010 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -12.15% Jul 3, 2014 - Dec 23, 2014 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -9.55% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -9.51% Jan 22, 2026 - Apr 13, 2026 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -9.18% Jan 23, 2018 - May 17, 2018 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -9.04% Jan 19, 2010 - Mar 2, 2010 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -8.73% Mar 15, 2021 - Jun 8, 2021 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -8.53% Jun 8, 2021 - Oct 25, 2021 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -7.54% Oct 27, 2025 - Dec 3, 2025 |
Correlation
Correlation between IWO and SCHA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWO vs SCHA dividend yield comparison.
| Year | IWO | SCHA |
|---|---|---|
| 2026 | 0.14% | 0.40% |
| 2025 | 0.56% | 1.26% |
| 2024 | 0.80% | 1.51% |
| 2023 | 0.73% | 1.42% |
| 2022 | 0.73% | 1.37% |
| 2021 | 0.32% | 1.19% |
| 2020 | 0.44% | 1.05% |
| 2019 | 0.71% | 1.39% |
| 2018 | 0.76% | 1.58% |
| 2017 | 0.73% | 1.24% |
| 2016 | 0.97% | 1.50% |
| 2015 | 0.89% | 1.48% |
| 2014 | 0.73% | 1.45% |
| 2013 | 0.72% | 1.14% |
| 2012 | 1.46% | 1.87% |
| 2011 | 0.68% | 1.23% |
| 2010 | 0.66% | 0.98% |
| 2009 | 0.50% | 0.22% |
| 2008 | 1.10% | 0.00% |
| 2007 | 0.59% | 0.00% |
| 2006 | 0.32% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.24% | 0.00% |
| 2003 | 0.34% | 0.00% |
| 2002 | 0.43% | 0.00% |
| 2001 | 0.19% | 0.00% |
| 2000 | 0.09% | 0.00% |
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