IWO vs SCHM
Comparison between ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF) and SCHWAB U.S. MID-CAP ETF (SCHM, ETF).
5-Year PerformanceSCHM has outperformed IWO, delivering a return of +8.6% compared to +5.9%
IWO vs SCHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWO
$15B
SCHM
$15B
Expense Ratio
IWO
0.24%
Winner
SCHM
0.03%
Max Drawdown
IWO
60.31%
Winner
SCHM
42.43%
Sharpe Ratio
IWO
1.56
Winner
SCHM
1.70
5Y Beta
IWO
1.22
Winner
SCHM
1.00
P/E Ratio
IWO
98.46
Winner
SCHM
34.88
Forward P/E
IWO
20.05
Winner
SCHM
17.76
5Y Dividends CAGR
IWO
8.50%
Winner
SCHM
9.78%
5Y EPS CAGR
IWO
N/A
SCHM
11.53%
Debt to Equity
IWO
35.48%
Winner
SCHM
29.06%
P/S Ratio
IWO
2.33
Winner
SCHM
1.76
P/B Ratio
IWO
4.62
Winner
SCHM
3.00
IWO vs SCHM - Holdings Comparison
IWO and SCHM have 40 common holdings. Overlap is 6.35%
IWO's top 25 holdings weight is 21.87%. SCHM's top 25 holdings weight is 20.92%.
| Rank | IWO | SCHM |
|---|---|---|
| #1 | BLOOM ENERGY CORP CLASS A (BE) - 3.42% | SANDISK CORP ORDINARY SHARES (SNDK) - 5.33% |
| #2 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.15% | BLOOM ENERGY CORP CLASS A (BE) - 1.36% |
| #3 | STERLING INFRASTRUCTURE INC (STRL) - 1.43% | COHERENT CORP (COHR) - 1.31% |
| #4 | FABRINET (FN) - 1.18% | LUMENTUM HOLDINGS INC (LITE) - 1.15% |
| #5 | IONQ INC CLASS A (IONQ) - 1.08% | CIENA CORP (CIEN) - 1.13% |
| #6 | GUARDANT HEALTH INC (GH) - 0.88% | FLEX LTD (FLEX) - 0.97% |
| #7 | SITIME CORP ORDINARY SHARES (SITM) - 0.86% | STEEL DYNAMICS INC (STLD) - 0.68% |
| #8 | SEMTECH CORP (SMTC) - 0.84% | CASEY'S GENERAL STORES INC (CASY) - 0.58% |
| #9 | MODINE MANUFACTURING CO (MOD) - 0.83% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.57% |
| #10 | NEXTPOWER INC CLASS A (NXT) - 0.82% | TAPESTRY INC (TPR) - 0.54% |
| #11 | RAMBUS INC (RMBS) - 0.80% | CURTISS-WRIGHT CORP (CW) - 0.53% |
| #12 | DYCOM INDUSTRIES INC (DY) - 0.77% | CARPENTER TECHNOLOGY CORP (CRS) - 0.53% |
| #13 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.74% | TWILIO INC CLASS A (TWLO) - 0.53% |
| #14 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.74% | FTAI AVIATION LTD (FTAI) - 0.52% |
| #15 | VIAVI SOLUTIONS INC (VIAV) - 0.64% | CENTENE CORP (CNC) - 0.52% |
| #16 | SPX TECHNOLOGIES INC (SPXC) - 0.63% | NVENT ELECTRIC PLC (NVT) - 0.51% |
| #17 | MOOG INC CLASS A (MOG-A) - 0.63% | TECHNIPFMC PLC (n/a) - 0.50% |
| #18 | BRIDGEBIO PHARMA INC (BBIO) - 0.59% | ATI INC (ATI) - 0.49% |
| #19 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% | WOODWARD INC (WWD) - 0.48% |
| #20 | AXSOME THERAPEUTICS INC (AXSM) - 0.58% | STERLING INFRASTRUCTURE INC (STRL) - 0.47% |
| #21 | AEROVIRONMENT INC (AVAV) - 0.35% | MKS INC (MKSI) - 0.46% |
| #22 | ARCHROCK INC (AROC) - 0.34% | XPO INC (XPO) - 0.44% |
| #23 | NUVALENT INC CLASS A (NUVL) - 0.34% | ENTEGRIS INC (ENTG) - 0.44% |
| #24 | SANMINA CORP (SANM) - 0.33% | OMNICOM GROUP INC (OMC) - 0.44% |
| #25 | PIPER SANDLER COS (PIPR) - 0.32% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.44% |
| Total Holdings | 1046 | 498 |
IWO vs SCHM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWO
+5.90%
SCHM
+4.69%
3M
Winner
IWO
+24.59%
SCHM
+17.73%
6M
IWO
+17.90%
Winner
SCHM
+18.53%
1Y
Winner
IWO
+41.90%
SCHM
+33.64%
5Y(CAGR)
IWO
+5.88%
Winner
SCHM
+8.61%
10Y(CAGR)
Winner
IWO
+11.96%
SCHM
+11.63%
Max(CAGR)
IWO
+7.28%
Winner
SCHM
+11.59%
IWO vs SCHM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | SCHM |
|---|---|---|
| 2026 | +20.58% | +19.58% |
| 2025 | +12.52% | +10.33% |
| 2024 | +16.13% | +12.62% |
| 2023 | +19.56% | +17.39% |
| 2022 | -27.17% | -17.26% |
| 2021 | +4.06% | +21.32% |
| 2020 | +34.46% | +14.95% |
| 2019 | +28.07% | +27.82% |
| 2018 | -10.30% | -9.47% |
| 2017 | +21.71% | +18.99% |
| 2016 | +14.71% | +16.05% |
| 2015 | -0.66% | +0.01% |
| 2014 | +6.99% | +11.21% |
| 2013 | +39.28% | +32.95% |
| 2012 | +13.33% | +16.31% |
| 2011 | -4.60% | -2.92% |
| 2010 | +26.19% | N/A |
| 2009 | +31.85% | N/A |
| 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 SCHM Drawdown Comparison
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
| Rank | IWO | SCHM |
|---|---|---|
| #1 | -60.11% Sep 1, 2000 - Feb 22, 2007 | -42.43% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -57.62% Oct 10, 2007 - Dec 21, 2010 | -26.46% Nov 16, 2021 - Mar 21, 2024 |
| #3 | -42.02% Feb 9, 2021 - Oct 6, 2025 | -26.37% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -39.81% Feb 19, 2020 - Aug 7, 2020 | -23.27% Nov 25, 2024 - Sep 5, 2025 |
| #5 | -29.23% Apr 29, 2011 - Sep 14, 2012 | -22.73% Sep 14, 2018 - Jul 5, 2019 |
| #6 | -28.80% Aug 31, 2018 - Jan 14, 2020 | -19.98% Jun 23, 2015 - Jul 12, 2016 |
| #7 | -28.69% Jun 23, 2015 - Dec 8, 2016 | -12.09% Mar 19, 2012 - Sep 12, 2012 |
| #8 | -14.87% Jan 22, 2026 - Apr 17, 2026 | -10.78% Sep 2, 2014 - Nov 20, 2014 |
| #9 | -14.44% Mar 4, 2014 - Dec 22, 2014 | -9.61% Jan 26, 2018 - Jun 6, 2018 |
| #10 | -10.85% Sep 14, 2012 - Jan 2, 2013 | -9.32% Feb 26, 2026 - Apr 14, 2026 |
| #11 | -10.26% Jul 19, 2007 - Oct 5, 2007 | -8.18% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -10.24% Oct 15, 2025 - Dec 11, 2025 | -7.35% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -7.34% May 21, 2013 - Jul 11, 2013 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -7.19% Jul 24, 2019 - Nov 4, 2019 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -7.05% Mar 28, 2024 - Jul 16, 2024 |
Correlation
Correlation between IWO and SCHM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWO vs SCHM dividend yield comparison.
| Year | IWO | SCHM |
|---|---|---|
| 2026 | 0.14% | 0.21% |
| 2025 | 0.56% | 1.46% |
| 2024 | 0.80% | 1.43% |
| 2023 | 0.73% | 1.50% |
| 2022 | 0.73% | 1.67% |
| 2021 | 0.32% | 1.13% |
| 2020 | 0.44% | 1.31% |
| 2019 | 0.71% | 1.48% |
| 2018 | 0.76% | 1.56% |
| 2017 | 0.73% | 1.27% |
| 2016 | 0.97% | 1.51% |
| 2015 | 0.89% | 1.54% |
| 2014 | 0.73% | 1.48% |
| 2013 | 0.72% | 1.27% |
| 2012 | 1.46% | 1.67% |
| 2011 | 0.68% | 1.19% |
| 2010 | 0.66% | 0.00% |
| 2009 | 0.50% | 0.00% |
| 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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