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 +13.4% compared to +8.2%
IWR vs SCHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWR
$57B
Winner
SCHG
$59B
Expense Ratio
IWR
0.18%
Winner
SCHG
0.04%
Max Drawdown
IWR
59.73%
Winner
SCHG
35.02%
Sharpe Ratio
Winner
IWR
1.00
SCHG
0.74
5Y Beta
Winner
IWR
0.91
SCHG
1.20
P/E Ratio
Winner
IWR
29.47
SCHG
36.28
Forward P/E
Winner
IWR
17.92
SCHG
26.44
5Y Dividends CAGR
IWR
9.85%
Winner
SCHG
10.29%
5Y EPS CAGR
IWR
11.62%
Winner
SCHG
32.69%
Debt to Equity
Winner
IWR
32.19%
SCHG
33.05%
P/S Ratio
Winner
IWR
1.81
SCHG
5.29
P/B Ratio
Winner
IWR
3.20
SCHG
8.98
IWR vs SCHG - Holdings Comparison
IWR and SCHG have 119 common holdings. Overlap is 11.54%
IWR's top 25 holdings weight is 12.77%. SCHG's top 25 holdings weight is 72.18%.
| Rank | IWR | SCHG |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.67% | NVIDIA CORP (NVDA) - 10.49% |
| #2 | MARATHON PETROLEUM CORP (MPC) - 0.65% | APPLE INC (AAPL) - 9.80% |
| #3 | CLOUDFLARE INC (NET) - 0.65% | MICROSOFT CORP (MSFT) - 5.99% |
| #4 | DATADOG INC CLASS A (DDOG) - 0.64% | AMAZON.COM INC (AMZN) - 5.08% |
| #5 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.63% | ALPHABET INC CLASS A (GOOGL) - 4.43% |
| #6 | ROCKET LAB CORP (RKLB) - 0.62% | BROADCOM INC (AVGO) - 3.81% |
| #7 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.62% | ALPHABET INC CLASS C (GOOG) - 3.56% |
| #8 | PHILLIPS 66 (PSX) - 0.59% | META PLATFORMS INC CLASS A (META) - 3.05% |
| #9 | ROYAL CARIBBEAN GROUP (RCL) - 0.52% | ELI LILLY AND CO (LLY) - 2.99% |
| #10 | SIMON PROPERTY GROUP INC (SPG) - 0.51% | ADVANCED MICRO DEVICES INC (AMD) - 2.72% |
| #11 | UNITED RENTALS INC (URI) - 0.48% | TESLA INC (TSLA) - 2.60% |
| #12 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.48% | VISA INC CLASS A (V) - 2.32% |
| #13 | n/a (WBD) - 0.48% | MASTERCARD INC CLASS A (MA) - 1.70% |
| #14 | ALLSTATE CORP (ALL) - 0.47% | COSTCO WHOLESALE CORP (COST) - 1.60% |
| #15 | KINDER MORGAN INC CLASS P (KMI) - 0.46% | UNITEDHEALTH GROUP INC (UNH) - 1.49% |
| #16 | DIGITAL REALTY TRUST INC (DLR) - 0.45% | GE AEROSPACE (GE) - 1.48% |
| #17 | COMFORT SYSTEMS USA INC (FIX) - 0.45% | NETFLIX INC (NFLX) - 1.22% |
| #18 | QNITY ELECTRONICS INC (Q) - 0.44% | n/a (PLTR) - 1.21% |
| #19 | W.W. GRAINGER INC (GWW) - 0.43% | KLA CORP (KLAC) - 1.15% |
| #20 | REALTY INCOME CORP (O) - 0.43% | PALO ALTO NETWORKS INC (PANW) - 1.13% |
| #21 | TARGA RESOURCES CORP (TRGP) - 0.43% | GE VERNOVA INC (GEV) - 1.12% |
| #22 | ONEOK INC (OKE) - 0.42% | LINDE PLC (LIN) - 0.93% |
| #23 | LUMENTUM HOLDINGS INC (LITE) - 0.42% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.83% |
| #24 | BAKER HUGHES CO CLASS A (BKR) - 0.42% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.78% |
| #25 | DELTA AIR LINES INC (DAL) - 0.41% | ARISTA NETWORKS INC (ANET) - 0.70% |
| Total Holdings | 769 | 197 |
IWR vs SCHG - Historical Returns
Returns include dividend reinvestment.
1M
IWR
+0.20%
Winner
SCHG
+2.46%
3M
IWR
+5.41%
Winner
SCHG
+6.11%
6M
Winner
IWR
+8.96%
SCHG
+7.67%
1Y
Winner
IWR
+18.50%
SCHG
+15.40%
5Y(CAGR)
IWR
+8.19%
Winner
SCHG
+13.40%
10Y(CAGR)
IWR
+11.37%
Winner
SCHG
+18.35%
Max(CAGR)
IWR
+9.95%
Winner
SCHG
+16.41%
IWR vs SCHG - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWR | SCHG |
|---|---|---|
| 2026 | +12.93% | +5.68% |
| 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 -1.17%. The current SCHG drawdown is -2.82%.
| 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 | 0.50% | 0.20% |
| 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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