IWS vs SCHV
Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF).
5-Year PerformanceSCHV has outperformed IWS, delivering a return of +11.0% compared to +10.1%
IWS vs SCHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWS
$16B
Winner
SCHV
$16B
Expense Ratio
IWS
0.23%
Winner
SCHV
0.04%
Max Drawdown
IWS
63.92%
Winner
SCHV
37.08%
Sharpe Ratio
IWS
1.64
Winner
SCHV
1.70
5Y Beta
IWS
0.81
Winner
SCHV
0.71
P/E Ratio
IWS
24.83
Winner
SCHV
23.08
Forward P/E
Winner
IWS
16.65
SCHV
17.14
PEG Ratio
IWS
N/A
SCHV
0.28
5Y Dividends CAGR
Winner
IWS
6.96%
SCHV
2.29%
5Y EPS CAGR
IWS
10.12%
Winner
SCHV
12.29%
Debt to Equity
IWS
63.89%
Winner
SCHV
35.56%
P/S Ratio
Winner
IWS
1.62
SCHV
2.17
P/B Ratio
Winner
IWS
2.67
SCHV
3.44
IWS vs SCHV - Holdings Comparison
IWS and SCHV have 346 common holdings. Overlap is 20.23%
IWS's top 25 holdings weight is 13.28%. SCHV's top 25 holdings weight is 33.10%.
| Rank | IWS | SCHV |
|---|---|---|
| #1 | PHILLIPS 66 (PSX) - 0.80% | MICRON TECHNOLOGY INC (MU) - 3.17% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.68% | JPMORGAN CHASE & CO (JPM) - 3.02% |
| #3 | DIGITAL REALTY TRUST INC (DLR) - 0.65% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.89% |
| #4 | ALLSTATE CORP (ALL) - 0.64% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.05% |
| #5 | n/a (WBD) - 0.62% | JOHNSON & JOHNSON (JNJ) - 1.94% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 0.61% | WALMART INC (WMT) - 1.57% |
| #7 | KINDER MORGAN INC CLASS P (KMI) - 0.58% | CISCO SYSTEMS INC (CSCO) - 1.51% |
| #8 | NUCOR CORP (NUE) - 0.57% | INTEL CORP (INTC) - 1.47% |
| #9 | AMETEK INC (AME) - 0.56% | ABBVIE INC (ABBV) - 1.36% |
| #10 | ONEOK INC (OKE) - 0.55% | APPLIED MATERIALS INC (AMAT) - 1.34% |
| #11 | REALTY INCOME CORP (O) - 0.55% | BANK OF AMERICA CORP (BAC) - 1.31% |
| #12 | DELTA AIR LINES INC (DAL) - 0.53% | LAM RESEARCH CORP (LRCX) - 1.26% |
| #13 | FORD MOTOR CO (F) - 0.52% | CATERPILLAR INC (CAT) - 1.22% |
| #14 | UNITED RENTALS INC (URI) - 0.52% | CHEVRON CORP (CVX) - 1.14% |
| #15 | EDWARDS LIFESCIENCES CORP (EW) - 0.51% | THE HOME DEPOT INC (HD) - 1.06% |
| #16 | PPL CORP (PPL) - 0.50% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #17 | PAYPAL HOLDINGS INC (PYPL) - 0.50% | COCA-COLA CO (KO) - 1.04% |
| #18 | L3HARRIS TECHNOLOGIES INC (LHX) - 0.50% | MERCK & CO INC (MRK) - 1.01% |
| #19 | BECTON DICKINSON & CO (BDX) - 0.49% | THE GOLDMAN SACHS GROUP INC (GS) - 0.95% |
| #20 | CHENIERE ENERGY INC (LNG) - 0.49% | RTX CORP (RTX) - 0.93% |
| #21 | CORTEVA INC (CTVA) - 0.49% | STRYKER CORP (SYK) - 0.37% |
| #22 | TRACTOR SUPPLY CO (TSCO) - 0.36% | LOWE'S COMPANIES INC (LOW) - 0.37% |
| #23 | SOUTHWEST AIRLINES CO (LUV) - 0.36% | CVS HEALTH CORP (CVS) - 0.37% |
| #24 | TD SYNNEX CORP (SNX) - 0.36% | MEDTRONIC PLC (MDT) - 0.36% |
| #25 | KENVUE INC (KVUE) - 0.34% | HOWMET AEROSPACE INC (HWM) - 0.35% |
| Total Holdings | 666 | 515 |
IWS vs SCHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWS
+4.10%
SCHV
+2.49%
3M
Winner
IWS
+9.50%
SCHV
+6.36%
6M
Winner
IWS
+12.61%
SCHV
+9.44%
1Y
Winner
IWS
+28.51%
SCHV
+25.53%
5Y(CAGR)
IWS
+10.13%
Winner
SCHV
+10.96%
10Y(CAGR)
IWS
+10.44%
Winner
SCHV
+11.43%
Max(CAGR)
IWS
+10.07%
Winner
SCHV
+11.72%
IWS vs SCHV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWS | SCHV |
|---|---|---|
| 2026 | +21.33% | +17.93% |
| 2025 | +11.21% | +16.38% |
| 2024 | +13.15% | +13.78% |
| 2023 | +12.89% | +9.05% |
| 2022 | -12.25% | -7.86% |
| 2021 | +30.37% | +27.33% |
| 2020 | +5.02% | +2.13% |
| 2019 | +27.04% | +25.73% |
| 2018 | -12.90% | -7.73% |
| 2017 | +12.25% | +15.74% |
| 2016 | +20.88% | +18.03% |
| 2015 | -5.09% | -1.24% |
| 2014 | +15.69% | +12.00% |
| 2013 | +30.20% | +27.74% |
| 2012 | +17.01% | +13.58% |
| 2011 | -2.83% | +2.37% |
| 2010 | +22.53% | +13.12% |
| 2009 | +30.81% | -0.36% |
| 2008 | -37.02% | N/A |
| 2007 | -1.77% | N/A |
| 2006 | +18.55% | N/A |
| 2005 | +14.38% | N/A |
| 2004 | +23.59% | N/A |
| 2003 | +34.22% | N/A |
| 2002 | -10.03% | N/A |
| 2001 | +2.75% | N/A |
IWS vs SCHV Drawdown Comparison
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current IWS drawdown is -0.84%. The current SCHV drawdown is -1.22%.
| Rank | IWS | SCHV |
|---|---|---|
| #1 | -62.39% Jun 4, 2007 - Sep 6, 2012 | -37.08% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -43.83% Feb 20, 2020 - Nov 24, 2020 | -19.77% Jan 4, 2022 - Jan 29, 2024 |
| #3 | -30.36% Apr 10, 2002 - Sep 2, 2003 | -18.42% Apr 29, 2011 - Feb 16, 2012 |
| #4 | -21.22% Jan 4, 2022 - Feb 29, 2024 | -17.71% Sep 21, 2018 - Apr 16, 2019 |
| #5 | -20.75% Sep 21, 2018 - Jul 5, 2019 | -15.26% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -20.57% Nov 25, 2024 - Aug 22, 2025 | -14.49% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -19.03% Mar 20, 2015 - Jun 7, 2016 | -13.00% May 21, 2015 - Apr 13, 2016 |
| #8 | -17.20% Aug 3, 2001 - Jan 4, 2002 | -10.60% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -9.60% Jan 26, 2018 - Aug 29, 2018 | -9.13% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -8.91% Mar 5, 2004 - Sep 7, 2004 | -7.62% Jan 19, 2010 - Mar 11, 2010 |
| #11 | -8.62% Sep 5, 2014 - Nov 10, 2014 | -7.34% Sep 19, 2014 - Nov 5, 2014 |
| #12 | -7.80% May 10, 2006 - Sep 26, 2006 | -7.16% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -7.54% Mar 2, 2026 - Apr 16, 2026 | -6.83% Feb 26, 2026 - Apr 23, 2026 |
| #14 | -7.25% Mar 7, 2005 - Jun 13, 2005 | -6.58% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -7.19% May 20, 2013 - Jul 12, 2013 | -6.54% Jul 26, 2019 - Sep 12, 2019 |
Correlation
Correlation between IWS and SCHV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2001 - 2026)
IWS vs SCHV dividend yield comparison.
| Year | IWS | SCHV |
|---|---|---|
| 2026 | 0.56% | 0.85% |
| 2025 | 1.53% | 2.02% |
| 2024 | 1.50% | 2.25% |
| 2023 | 1.76% | 2.42% |
| 2022 | 1.93% | 2.37% |
| 2021 | 1.39% | 1.93% |
| 2020 | 1.87% | 3.03% |
| 2019 | 1.97% | 3.02% |
| 2018 | 2.53% | 3.05% |
| 2017 | 1.96% | 2.37% |
| 2016 | 2.10% | 2.65% |
| 2015 | 2.14% | 2.69% |
| 2014 | 1.84% | 2.38% |
| 2013 | 1.71% | 2.18% |
| 2012 | 2.09% | 2.92% |
| 2011 | 2.12% | 2.61% |
| 2010 | 1.95% | 2.30% |
| 2009 | 2.09% | 0.16% |
| 2008 | 3.09% | 0.00% |
| 2007 | 2.29% | 0.00% |
| 2006 | 1.83% | 0.00% |
| 2005 | 1.95% | 0.00% |
| 2004 | 1.54% | 0.00% |
| 2003 | 1.70% | 0.00% |
| 2002 | 1.91% | 0.00% |
| 2001 | 0.86% | 0.00% |
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