IWR vs SCHG
Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF).
5-Year PerformanceSCHG has outperformed IWR, delivering a return of +15.2% compared to +7.6%
IWR vs SCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWR
$48B
Winner
SCHG
$48B
Expense Ratio
IWR
0.18%
Winner
SCHG
0.04%
Max Drawdown
IWR
59.73%
Winner
SCHG
35.02%
Sharpe Ratio
IWR
1.39
Winner
SCHG
1.63
5Y Beta
Winner
IWR
0.91
SCHG
1.21
P/E Ratio
Winner
IWR
28.28
SCHG
35.75
Forward P/E
Winner
IWR
17.63
SCHG
26.88
5Y Dividends CAGR
Winner
IWR
11.39%
SCHG
8.77%
5Y EPS CAGR
IWR
12.91%
Winner
SCHG
34.30%
Debt to Equity
Winner
IWR
6.50%
SCHG
26.20%
P/S Ratio
Winner
IWR
1.83
SCHG
5.66
P/B Ratio
Winner
IWR
3.08
SCHG
9.41
IWR vs SCHG - Holdings Comparison
IWR and SCHG have 113 common holdings. Overlap is 8.67%
IWR's top 25 holdings weight is 14.64%. SCHG's top 25 holdings weight is 76.15%.
| Rank | IWR | SCHG |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.14% | NVIDIA CORP (NVDA) - 12.67% |
| #2 | WESTERN DIGITAL CORP (WDC) - 1.02% | APPLE INC (AAPL) - 9.72% |
| #3 | CORNING INC (GLW) - 0.98% | MICROSOFT CORP (MSFT) - 7.79% |
| #4 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.91% | AMAZON.COM INC (AMZN) - 6.20% |
| #5 | HOWMET AEROSPACE INC (HWM) - 0.72% | ALPHABET INC CLASS A (GOOGL) - 4.98% |
| #6 | QUANTA SERVICES INC (PWR) - 0.70% | BROADCOM INC (AVGO) - 4.64% |
| #7 | BANK OF NEW YORK MELLON CORP (BK) - 0.69% | ALPHABET INC CLASS C (GOOG) - 3.97% |
| #8 | CUMMINS INC (CMI) - 0.68% | META PLATFORMS INC CLASS A (META) - 3.70% |
| #9 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.57% | TESLA INC (TSLA) - 3.41% |
| #10 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.55% | ELI LILLY AND CO (LLY) - 2.44% |
| #11 | ROSS STORES INC (ROST) - 0.54% | ADVANCED MICRO DEVICES INC (AMD) - 1.86% |
| #12 | VALERO ENERGY CORP (VLO) - 0.54% | VISA INC CLASS A (V) - 1.83% |
| #13 | CIENA CORP (CIEN) - 0.53% | COSTCO WHOLESALE CORP (COST) - 1.56% |
| #14 | BAKER HUGHES CO CLASS A (BKR) - 0.51% | MASTERCARD INC CLASS A (MA) - 1.46% |
| #15 | MARATHON PETROLEUM CORP (MPC) - 0.51% | NETFLIX INC (NFLX) - 1.37% |
| #16 | DIGITAL REALTY TRUST INC (DLR) - 0.50% | UNITEDHEALTH GROUP INC (UNH) - 1.17% |
| #17 | CLOUDFLARE INC (NET) - 0.50% | n/a (PLTR) - 1.14% |
| #18 | PHILLIPS 66 (PSX) - 0.49% | GE AEROSPACE (GE) - 1.07% |
| #19 | ROYAL CARIBBEAN GROUP (RCL) - 0.49% | GE VERNOVA INC (GEV) - 1.04% |
| #20 | SIMON PROPERTY GROUP INC (SPG) - 0.49% | LINDE PLC (LIN) - 0.84% |
| #21 | YUM BRANDS INC (YUM) - 0.32% | KLA CORP (KLAC) - 0.84% |
| #22 | AMERIPRISE FINANCIAL INC (AMP) - 0.32% | THE WALT DISNEY CO (DIS) - 0.63% |
| #23 | STATE STREET CORP (STT) - 0.32% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.62% |
| #24 | NASDAQ INC (NDAQ) - 0.31% | SALESFORCE INC (CRM) - 0.60% |
| #25 | D.R. HORTON INC (DHI) - 0.31% | ARISTA NETWORKS INC (ANET) - 0.60% |
| Total Holdings | 759 | 196 |
IWR vs SCHG - Historical Returns
Returns include dividend reinvestment.
1M
IWR
+3.90%
Winner
SCHG
+12.42%
3M
IWR
+3.30%
Winner
SCHG
+8.73%
6M
Winner
IWR
+11.00%
SCHG
+5.67%
1Y
IWR
+22.95%
Winner
SCHG
+31.77%
5Y(CAGR)
IWR
+7.57%
Winner
SCHG
+15.23%
10Y(CAGR)
IWR
+11.57%
Winner
SCHG
+18.87%
Max(CAGR)
IWR
+9.85%
Winner
SCHG
+16.59%
IWR vs SCHG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWR | SCHG |
|---|---|---|
| 2026 | +8.38% | +5.11% |
| 2025 | +10.50% | +17.63% |
| 2024 | +15.85% | +37.01% |
| 2023 | +17.57% | +51.47% |
| 2022 | -17.15% | -32.41% |
| 2021 | +24.43% | +29.82% |
| 2020 | +16.54% | +37.31% |
| 2019 | +30.71% | +36.13% |
| 2018 | -9.72% | -2.42% |
| 2017 | +17.37% | +27.04% |
| 2016 | +15.08% | +8.61% |
| 2015 | -2.62% | +3.52% |
| 2014 | +14.16% | +16.71% |
| 2013 | +31.20% | +30.57% |
| 2012 | +15.74% | +15.02% |
| 2011 | -2.81% | -1.75% |
| 2010 | +23.51% | +14.92% |
| 2009 | +35.99% | +2.70% |
| 2008 | -40.68% | N/A |
| 2007 | +4.90% | N/A |
| 2006 | +13.43% | N/A |
| 2005 | +14.09% | N/A |
| 2004 | +20.21% | N/A |
| 2003 | +35.79% | N/A |
| 2002 | -15.46% | N/A |
| 2001 | +0.35% | N/A |
IWR vs SCHG Drawdown Comparison
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.
The current IWR drawdown is -0.86%.
| Rank | IWR | SCHG |
|---|---|---|
| #1 | -58.78% Jul 13, 2007 - Feb 7, 2011 | -34.59% Nov 19, 2021 - Dec 18, 2023 |
| #2 | -40.59% Feb 20, 2020 - Oct 12, 2020 | -32.39% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -32.26% Mar 19, 2002 - Sep 2, 2003 | -23.39% Dec 16, 2024 - Jun 30, 2025 |
| #4 | -26.17% Nov 16, 2021 - Mar 20, 2024 | -21.59% Oct 1, 2018 - Apr 12, 2019 |
| #5 | -24.17% Jul 7, 2011 - Mar 15, 2012 | -20.57% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -21.21% Aug 29, 2018 - Apr 8, 2019 | -17.08% Jul 20, 2015 - Aug 5, 2016 |
| #7 | -21.09% Nov 25, 2024 - Jul 23, 2025 | -16.41% Oct 29, 2025 - May 6, 2026 |
| #8 | -20.33% Aug 2, 2001 - Jan 4, 2002 | -16.25% Apr 23, 2010 - Nov 2, 2010 |
| #9 | -19.42% Apr 23, 2015 - Jul 12, 2016 | -12.36% Jul 10, 2024 - Oct 11, 2024 |
| #10 | -10.82% Apr 2, 2012 - Sep 6, 2012 | -10.95% Sep 2, 2020 - Nov 6, 2020 |
| #11 | -10.11% May 5, 2006 - Oct 16, 2006 | -10.48% Apr 2, 2012 - Sep 6, 2012 |
| #12 | -9.68% Jan 26, 2018 - Jul 26, 2018 | -10.15% Feb 12, 2021 - Apr 8, 2021 |
| #13 | -9.33% Sep 5, 2014 - Nov 7, 2014 | -9.72% Jan 26, 2018 - Jun 6, 2018 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -8.54% Sep 14, 2012 - Jan 10, 2013 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -8.07% Jan 11, 2010 - Mar 9, 2010 |
Correlation
Correlation between IWR and SCHG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
IWR vs SCHG dividend yield comparison.
| Year | IWR | SCHG |
|---|---|---|
| 2026 | 0.25% | 0.11% |
| 2025 | 1.29% | 0.36% |
| 2024 | 1.27% | 0.40% |
| 2023 | 1.43% | 0.46% |
| 2022 | 1.59% | 0.55% |
| 2021 | 1.05% | 0.42% |
| 2020 | 1.28% | 0.52% |
| 2019 | 1.43% | 0.82% |
| 2018 | 1.98% | 1.27% |
| 2017 | 1.52% | 1.01% |
| 2016 | 1.72% | 1.04% |
| 2015 | 1.59% | 1.22% |
| 2014 | 1.45% | 1.09% |
| 2013 | 1.31% | 1.07% |
| 2012 | 1.81% | 1.37% |
| 2011 | 1.58% | 1.03% |
| 2010 | 1.45% | 0.71% |
| 2009 | 1.50% | 0.04% |
| 2008 | 2.09% | 0.00% |
| 2007 | 1.37% | 0.00% |
| 2006 | 1.31% | 0.00% |
| 2005 | 1.40% | 0.00% |
| 2004 | 1.11% | 0.00% |
| 2003 | 1.08% | 0.00% |
| 2002 | 1.08% | 0.00% |
| 2001 | 0.59% | 0.00% |
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