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 +10.8% compared to +8.7%
IWS vs SCHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWS
$15B
Winner
SCHV
$16B
Expense Ratio
IWS
0.23%
Winner
SCHV
0.04%
Max Drawdown
IWS
63.92%
Winner
SCHV
37.08%
Sharpe Ratio
IWS
1.61
Winner
SCHV
2.05
5Y Beta
IWS
0.82
Winner
SCHV
0.70
P/E Ratio
IWS
26.35
Winner
SCHV
24.01
Forward P/E
Winner
IWS
17.10
SCHV
17.63
PEG Ratio
IWS
N/A
SCHV
0.22
5Y Dividends CAGR
Winner
IWS
7.60%
SCHV
1.19%
5Y EPS CAGR
IWS
11.91%
Winner
SCHV
12.07%
Debt to Equity
Winner
IWS
0.65%
SCHV
32.31%
P/S Ratio
Winner
IWS
1.70
SCHV
2.38
P/B Ratio
Winner
IWS
2.83
SCHV
3.55
IWS vs SCHV - Holdings Comparison
IWS and SCHV have 381 common holdings. Overlap is 26.45%
IWS's top 25 holdings weight is 19.30%. SCHV's top 25 holdings weight is 35.73%.
| Rank | IWS | SCHV |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.26% | MICRON TECHNOLOGY INC (MU) - 3.78% |
| #2 | WESTERN DIGITAL CORP (WDC) - 1.76% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.80% |
| #3 | CORNING INC (GLW) - 1.44% | JPMORGAN CHASE & CO (JPM) - 2.59% |
| #4 | CUMMINS INC (CMI) - 0.85% | EXXON MOBIL CORP (XOM) - 2.03% |
| #5 | BANK OF NEW YORK MELLON CORP (BNY) - 0.83% | JOHNSON & JOHNSON (JNJ) - 1.75% |
| #6 | CIENA CORP (CIEN) - 0.81% | INTEL CORP (INTC) - 1.67% |
| #7 | MARATHON PETROLEUM CORP (MPC) - 0.73% | WALMART INC (WMT) - 1.63% |
| #8 | VALERO ENERGY CORP (VLO) - 0.72% | CISCO SYSTEMS INC (CSCO) - 1.56% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.69% | ORACLE CORP (ORCL) - 1.37% |
| #10 | COHERENT CORP (COHR) - 0.69% | CATERPILLAR INC (CAT) - 1.31% |
| #11 | PHILLIPS 66 (PSX) - 0.63% | LAM RESEARCH CORP (LRCX) - 1.29% |
| #12 | LUMENTUM HOLDINGS INC (LITE) - 0.62% | ABBVIE INC (ABBV) - 1.22% |
| #13 | DIGITAL REALTY TRUST INC (DLR) - 0.59% | APPLIED MATERIALS INC (AMAT) - 1.18% |
| #14 | BAKER HUGHES CO CLASS A (BKR) - 0.59% | CHEVRON CORP (CVX) - 1.13% |
| #15 | UNITED RENTALS INC (URI) - 0.58% | BANK OF AMERICA CORP (BAC) - 1.11% |
| #16 | FORD MOTOR CO (F) - 0.58% | PROCTER & GAMBLE CO (PG) - 1.06% |
| #17 | n/a (WBD) - 0.58% | THE GOLDMAN SACHS GROUP INC (GS) - 1.02% |
| #18 | TERADYNE INC (TER) - 0.57% | THE HOME DEPOT INC (HD) - 1.00% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 0.56% | COCA-COLA CO (KO) - 0.99% |
| #20 | NUCOR CORP (NUE) - 0.55% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.97% |
| #21 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.55% | MERCK & CO INC (MRK) - 0.93% |
| #22 | FLEX LTD (FLEX) - 0.54% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.87% |
| #23 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.53% | TEXAS INSTRUMENTS INC (TXN) - 0.86% |
| #24 | L3HARRIS TECHNOLOGIES INC (LHX) - 0.53% | MORGAN STANLEY (MS) - 0.82% |
| #25 | ROSS STORES INC (ROST) - 0.52% | QUALCOMM INC (QCOM) - 0.79% |
| Total Holdings | 693 | 560 |
IWS vs SCHV - Historical Returns
Returns include dividend reinvestment.
1M
IWS
+3.80%
Winner
SCHV
+5.03%
3M
Winner
IWS
+13.26%
SCHV
+13.02%
6M
IWS
+15.28%
Winner
SCHV
+16.75%
1Y
IWS
+27.58%
Winner
SCHV
+28.79%
5Y(CAGR)
IWS
+8.68%
Winner
SCHV
+10.79%
10Y(CAGR)
IWS
+10.47%
Winner
SCHV
+11.74%
Max(CAGR)
IWS
+9.92%
Winner
SCHV
+11.74%
IWS vs SCHV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWS | SCHV |
|---|---|---|
| 2026 | +15.16% | +15.82% |
| 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.
| 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 | 0.28% | 0.41% |
| 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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