IWP vs SCHA
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).
5-Year PerformanceSCHA has outperformed IWP, delivering a return of +7.9% compared to +5.1%
IWP vs SCHA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWP
$22B
Winner
SCHA
$22B
Expense Ratio
IWP
0.23%
Winner
SCHA
0.03%
Max Drawdown
IWP
57.34%
Winner
SCHA
43.02%
Sharpe Ratio
IWP
0.02
Winner
SCHA
1.51
5Y Beta
IWP
1.16
Winner
SCHA
1.11
P/E Ratio
Winner
IWP
53.89
SCHA
1446.04
Forward P/E
IWP
26.97
Winner
SCHA
14.75
5Y Dividends CAGR
Winner
IWP
9.93%
SCHA
9.07%
5Y EPS CAGR
IWP
N/A
SCHA
13.20%
Debt to Equity
IWP
366.05%
Winner
SCHA
44.58%
P/S Ratio
IWP
2.46
Winner
SCHA
1.38
P/B Ratio
IWP
11.58
Winner
SCHA
2.23
IWP vs SCHA - Holdings Comparison
IWP and SCHA have 65 common holdings. Overlap is 5.54%
IWP's top 25 holdings weight is 35.96%. SCHA's top 25 holdings weight is 7.29%.
| Rank | IWP | SCHA |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.61% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% |
| #2 | CLOUDFLARE INC (NET) - 2.47% | RIGETTI COMPUTING INC (RGTI) - 0.46% |
| #3 | DATADOG INC CLASS A (DDOG) - 2.40% | n/a (RKT) - 0.40% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 2.08% | D-WAVE QUANTUM INC (QBTS) - 0.38% |
| #5 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.94% | COEUR MINING INC (CDE) - 0.36% |
| #6 | COMFORT SYSTEMS USA INC (FIX) - 1.77% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% |
| #7 | LUMENTUM HOLDINGS INC (LITE) - 1.71% | n/a (HIMS) - 0.33% |
| #8 | TARGA RESOURCES CORP (TRGP) - 1.71% | ATI INC (ATI) - 0.29% |
| #9 | TERADYNE INC (TER) - 1.68% | IONIS PHARMACEUTICALS INC (IONS) - 0.29% |
| #10 | CENCORA INC (COR) - 1.62% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% |
| #11 | VISTRA CORP (VST) - 1.57% | STERLING INFRASTRUCTURE INC (STRL) - 0.28% |
| #12 | W.W. GRAINGER INC (GWW) - 1.46% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| #13 | ASTERA LABS INC (ALAB) - 1.40% | LUMENTUM HOLDINGS INC (LITE) - 0.27% |
| #14 | MARATHON PETROLEUM CORP (MPC) - 1.38% | ENSIGN GROUP INC (ENSG) - 0.26% |
| #15 | AUTODESK INC (ADSK) - 1.28% | RAMBUS INC (RMBS) - 0.26% |
| #16 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.27% | SOUTHSTATE BANK CORP (SSB) - 0.25% |
| #17 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.24% | ECHOSTAR CORP CLASS A (SATS) - 0.25% |
| #18 | ROCKWELL AUTOMATION INC (ROK) - 1.23% | INTERDIGITAL INC (IDCC) - 0.24% |
| #19 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.22% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% |
| #20 | FASTENAL CO (FAST) - 1.21% | BRIDGEBIO PHARMA INC (BBIO) - 0.24% |
| #21 | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.56% | SILICON LABORATORIES INC (SLAB) - 0.22% |
| #22 | FABRINET (FN) - 0.54% | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% |
| #23 | HEICO CORP CLASS A (HEI-A) - 0.54% | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% |
| #24 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.54% | PJT PARTNERS INC CLASS A (PJT) - 0.22% |
| #25 | SYSCO CORP (SYY) - 0.53% | n/a (MWA) - 0.20% |
| Total Holdings | 230 | 1709 |
IWP vs SCHA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
+1.54%
SCHA
+0.96%
3M
IWP
+4.32%
Winner
SCHA
+5.75%
6M
IWP
+6.47%
Winner
SCHA
+13.23%
1Y
IWP
+3.08%
Winner
SCHA
+36.66%
5Y(CAGR)
IWP
+5.12%
Winner
SCHA
+7.88%
10Y(CAGR)
Winner
IWP
+12.12%
SCHA
+10.85%
Max(CAGR)
IWP
+9.31%
Winner
SCHA
+12.45%
IWP vs SCHA - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | SCHA |
|---|---|---|
| 2026 | +4.44% | +21.44% |
| 2025 | +7.84% | +11.64% |
| 2024 | +23.83% | +11.85% |
| 2023 | +26.60% | +19.16% |
| 2022 | -26.14% | -20.62% |
| 2021 | +14.23% | +18.07% |
| 2020 | +33.86% | +19.19% |
| 2019 | +35.72% | +26.04% |
| 2018 | -5.68% | -12.63% |
| 2017 | +24.12% | +14.15% |
| 2016 | +8.86% | +22.30% |
| 2015 | -0.33% | -3.91% |
| 2014 | +12.77% | +7.50% |
| 2013 | +32.21% | +35.74% |
| 2012 | +14.17% | +16.68% |
| 2011 | -2.97% | -4.64% |
| 2010 | +24.30% | +25.72% |
| 2009 | +40.22% | +9.88% |
| 2008 | -43.79% | N/A |
| 2007 | +11.28% | N/A |
| 2006 | +8.69% | N/A |
| 2005 | +13.54% | N/A |
| 2004 | +15.71% | N/A |
| 2003 | +37.61% | N/A |
| 2002 | -27.76% | N/A |
| 2001 | -2.79% | N/A |
IWP vs SCHA Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current IWP drawdown is -1.56%. The current SCHA drawdown is -3.60%.
| Rank | IWP | SCHA |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -42.41% Jan 16, 2020 - Nov 9, 2020 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -30.79% Nov 8, 2021 - Oct 16, 2024 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -28.37% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -27.29% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -26.45% Aug 31, 2018 - Jan 16, 2020 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -24.96% Jun 23, 2015 - Nov 11, 2016 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -19.99% Apr 23, 2010 - Nov 5, 2010 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -12.15% Jul 3, 2014 - Dec 23, 2014 |
| #9 | -14.79% Oct 27, 2025 - Jun 30, 2026 | -9.55% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -9.51% Jan 22, 2026 - Apr 13, 2026 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -9.18% Jan 23, 2018 - May 17, 2018 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -9.05% Jun 30, 2026 - Jul 29, 2026 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -9.04% Jan 19, 2010 - Mar 2, 2010 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -8.73% Mar 15, 2021 - Jun 8, 2021 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -8.53% Jun 8, 2021 - Oct 25, 2021 |
Correlation
Correlation between IWP and SCHA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
IWP vs SCHA dividend yield comparison.
| Year | IWP | SCHA |
|---|---|---|
| 2026 | 0.15% | 0.40% |
| 2025 | 0.37% | 1.26% |
| 2024 | 0.40% | 1.51% |
| 2023 | 0.54% | 1.42% |
| 2022 | 0.77% | 1.37% |
| 2021 | 0.30% | 1.19% |
| 2020 | 0.38% | 1.05% |
| 2019 | 0.60% | 1.39% |
| 2018 | 1.02% | 1.58% |
| 2017 | 0.78% | 1.24% |
| 2016 | 1.16% | 1.50% |
| 2015 | 0.98% | 1.48% |
| 2014 | 1.03% | 1.45% |
| 2013 | 0.80% | 1.14% |
| 2012 | 1.32% | 1.87% |
| 2011 | 0.93% | 1.23% |
| 2010 | 0.85% | 0.98% |
| 2009 | 0.87% | 0.22% |
| 2008 | 1.26% | 0.00% |
| 2007 | 0.63% | 0.00% |
| 2006 | 0.70% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.28% | 0.00% |
| 2003 | 0.18% | 0.00% |
| 2002 | 0.13% | 0.00% |
| 2001 | 0.03% | 0.00% |
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