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 +8.2% 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
1.26
Winner
SCHM
1.36
5Y Beta
IWO
1.22
Winner
SCHM
1.02
P/E Ratio
Winner
IWO
-543.63
SCHM
34.01
Forward P/E
IWO
19.53
Winner
SCHM
17.28
5Y Dividends CAGR
IWO
8.50%
Winner
SCHM
10.89%
5Y EPS CAGR
Winner
IWO
15.51%
SCHM
10.09%
Debt to Equity
IWO
67.84%
Winner
SCHM
24.52%
P/S Ratio
IWO
1.96
Winner
SCHM
1.70
P/B Ratio
IWO
4.56
Winner
SCHM
2.88
IWO vs SCHM - Holdings Comparison
IWO and SCHM have 37 common holdings. Overlap is 3.13%
IWO's top 25 holdings weight is 12.94%. SCHM's top 25 holdings weight is 18.79%.
| Rank | IWO | SCHM |
|---|---|---|
| #1 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.36% |
| #2 | MOOG INC CLASS A (MOG-A) - 0.69% | LUMENTUM HOLDINGS INC (LITE) - 1.21% |
| #3 | JFROG LTD ORDINARY SHARES (FROG) - 0.61% | COHERENT CORP (COHR) - 1.15% |
| #4 | KRYSTAL BIOTECH INC (KRYS) - 0.55% | BLOOM ENERGY CORP CLASS A (BE) - 1.10% |
| #5 | GLAUKOS CORP (GKOS) - 0.54% | CIENA CORP (CIEN) - 1.07% |
| #6 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54% | FLEX LTD (FLEX) - 0.87% |
| #7 | FIRSTCASH HOLDINGS INC (FCFS) - 0.53% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.68% |
| #8 | ESCO TECHNOLOGIES INC (ESE) - 0.53% | CENTENE CORP (CNC) - 0.59% |
| #9 | ARGAN INC (AGX) - 0.53% | CASEY'S GENERAL STORES INC (CASY) - 0.59% |
| #10 | n/a (PRAX) - 0.51% | STEEL DYNAMICS INC (STLD) - 0.59% |
| #11 | STONEX GROUP INC (SNEX) - 0.51% | TECHNIPFMC PLC (n/a) - 0.55% |
| #12 | HEALTHEQUITY INC (HQY) - 0.50% | TWILIO INC CLASS A (TWLO) - 0.55% |
| #13 | NLIGHT INC (LASR) - 0.50% | CARPENTER TECHNOLOGY CORP (CRS) - 0.54% |
| #14 | POWER INTEGRATIONS INC (POWI) - 0.50% | TAPESTRY INC (TPR) - 0.53% |
| #15 | MAXLINEAR INC (MXL) - 0.50% | ATI INC (ATI) - 0.50% |
| #16 | BRINKER INTERNATIONAL INC (EAT) - 0.50% | CURTISS-WRIGHT CORP (CW) - 0.49% |
| #17 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50% | NVENT ELECTRIC PLC (NVT) - 0.48% |
| #18 | TG THERAPEUTICS INC (TGTX) - 0.49% | XPO INC (XPO) - 0.47% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.46% |
| #20 | n/a (HIMS) - 0.47% | WOODWARD INC (WWD) - 0.45% |
| #21 | OSCAR HEALTH INC CLASS A (OSCR) - 0.46% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 0.32% |
| #22 | SPYRE THERAPEUTICS INC (SYRE) - 0.46% | BUNGE GLOBAL SA (BG) - 0.31% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.45% | BALL CORP (BALL) - 0.31% |
| #24 | SILICON LABORATORIES INC (SLAB) - 0.45% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.31% |
| #25 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.31% |
| Total Holdings | 1059 | 457 |
IWO vs SCHM - Historical Returns
Returns include dividend reinvestment.
1M
IWO
+1.16%
Winner
SCHM
+1.58%
3M
Winner
IWO
+6.56%
SCHM
+5.47%
6M
Winner
IWO
+15.10%
SCHM
+11.17%
1Y
Winner
IWO
+34.70%
SCHM
+28.91%
5Y(CAGR)
IWO
+5.87%
Winner
SCHM
+8.19%
10Y(CAGR)
IWO
+11.05%
Winner
SCHM
+11.14%
Max(CAGR)
IWO
+7.20%
Winner
SCHM
+11.46%
IWO vs SCHM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWO | SCHM |
|---|---|---|
| 2026 | +19.45% | +19.05% |
| 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.
The current IWO drawdown is -0.96%. The current SCHM drawdown is -2.12%.
| 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 | -7.40% Jun 30, 2026 - Jul 29, 2026 |
| #13 | -9.04% Jan 26, 2018 - Mar 9, 2018 | -7.35% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -8.73% Feb 22, 2007 - Apr 16, 2007 | -7.34% May 21, 2013 - Jul 11, 2013 |
| #15 | -7.76% Sep 2, 2020 - Oct 5, 2020 | -7.19% Jul 24, 2019 - Nov 4, 2019 |
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% | 0.51% |
| 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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