IWY vs SCHV

Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF).

5-Year PerformanceIWY has outperformed SCHV, delivering a return of +15.8% compared to +9.6%

IWY vs SCHV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWY(ETF)	SCHV(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.20%	0.04%
Max Drawdown	33.06%	37.08%
Sharpe Ratio	1.67	1.97
5Y Beta	1.20	0.70
P/E Ratio	35.40	22.96
Forward P/E	27.49	17.31
PEG Ratio	0.61	0.38
5Y Dividends CAGR	4.97%	1.19%
5Y EPS CAGR	35.86%	12.60%
Debt to Equity	18.87%	18.71%
P/S Ratio	7.55	2.24
P/B Ratio	13.87	3.28

Net Assets

IWY

$15B

Winner

SCHV

$15B

Expense Ratio

IWY

0.20%

Winner

SCHV

0.04%

Max Drawdown

Winner

IWY

33.06%

SCHV

37.08%

Sharpe Ratio

IWY

1.67

Winner

SCHV

1.97

5Y Beta

IWY

1.20

Winner

SCHV

0.70

P/E Ratio

IWY

35.40

Winner

SCHV

22.96

Forward P/E

IWY

27.49

Winner

SCHV

17.31

PEG Ratio

IWY

0.61

Winner

SCHV

0.38

5Y Dividends CAGR

Winner

IWY

4.97%

SCHV

1.19%

5Y EPS CAGR

Winner

IWY

35.86%

SCHV

12.60%

Debt to Equity

IWY

18.87%

Winner

SCHV

18.71%

P/S Ratio

IWY

7.55

Winner

SCHV

2.24

P/B Ratio

IWY

13.87

Winner

SCHV

3.28

IWY vs SCHV - Holdings Comparison

IWY and SCHV have 55 common holdings. Overlap is 11.81%

IWY's top 25 holdings weight is 83.52%. SCHV's top 25 holdings weight is 33.53%.

Rank	IWY	SCHV
#1	NVIDIA CORP (NVDA) - 15.94%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.99%
#2	APPLE INC (AAPL) - 12.49%	JPMORGAN CHASE & CO (JPM) - 2.86%
#3	MICROSOFT CORP (MSFT) - 10.25%	EXXON MOBIL CORP (XOM) - 2.15%
#4	BROADCOM INC (AVGO) - 4.97%	MICRON TECHNOLOGY INC (MU) - 1.94%
#5	AMAZON.COM INC (AMZN) - 4.96%	WALMART INC (WMT) - 1.91%
#6	ALPHABET INC CLASS A (GOOGL) - 4.27%	JOHNSON & JOHNSON (JNJ) - 1.87%
#7	META PLATFORMS INC CLASS A (META) - 3.58%	INTEL CORP (INTC) - 1.35%
#8	ALPHABET INC CLASS C (GOOG) - 3.45%	CATERPILLAR INC (CAT) - 1.30%
#9	TESLA INC (TSLA) - 3.18%	CHEVRON CORP (CVX) - 1.20%
#10	ELI LILLY AND CO (LLY) - 2.44%	BANK OF AMERICA CORP (BAC) - 1.19%
#11	VISA INC CLASS A (V) - 1.97%	ABBVIE INC (ABBV) - 1.19%
#12	COSTCO WHOLESALE CORP (COST) - 1.67%	PROCTER & GAMBLE CO (PG) - 1.18%
#13	MASTERCARD INC CLASS A (MA) - 1.55%	CISCO SYSTEMS INC (CSCO) - 1.17%
#14	NETFLIX INC (NFLX) - 1.48%	THE HOME DEPOT INC (HD) - 1.12%
#15	ABBVIE INC (ABBV) - 1.33%	LAM RESEARCH CORP (LRCX) - 1.07%
#16	LAM RESEARCH CORP (LRCX) - 1.20%	COCA-COLA CO (KO) - 1.03%
#17	n/a (PLTR) - 1.17%	APPLIED MATERIALS INC (AMAT) - 1.03%
#18	ADVANCED MICRO DEVICES INC (AMD) - 1.15%	ORACLE CORP (ORCL) - 0.96%
#19	GE AEROSPACE (GE) - 1.14%	THE GOLDMAN SACHS GROUP INC (GS) - 0.95%
#20	GE VERNOVA INC (GEV) - 1.11%	MERCK & CO INC (MRK) - 0.93%
#21	ORACLE CORP (ORCL) - 1.06%	PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88%
#22	THE HOME DEPOT INC (HD) - 0.95%	WELLS FARGO & CO (WFC) - 0.86%
#23	KLA CORP (KLAC) - 0.90%	TEXAS INSTRUMENTS INC (TXN) - 0.82%
#24	AMPHENOL CORP CLASS A (APH) - 0.66%	RTX CORP (RTX) - 0.80%
#25	ARISTA NETWORKS INC (ANET) - 0.65%	MORGAN STANLEY (MS) - 0.78%
Total Holdings	113	559

IWY vs SCHV - Historical Returns

Returns include dividend reinvestment.

Period	IWY	SCHV
1 month	+12.10%	+3.65%
3 months	+7.78%	+2.31%
6 months	+5.31%	+14.00%
1 year	+33.24%	+27.29%
5 years(CAGR)	+15.83%	+9.58%
10 years(CAGR)	+19.51%	+11.31%
Max(CAGR)	+17.27%	+11.44%

Winner

IWY

+12.10%

SCHV

+3.65%

Winner

IWY

+7.78%

SCHV

+2.31%

IWY

+5.31%

Winner

SCHV

+14.00%

Winner

IWY

+33.24%

SCHV

+27.29%

5Y(CAGR)

Winner

IWY

+15.83%

SCHV

+9.58%

10Y(CAGR)

Winner

IWY

+19.51%

SCHV

+11.31%

Max(CAGR)

Winner

IWY

+17.27%

SCHV

+11.44%

IWY vs SCHV - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWY	SCHV
2026	+5.16%	+9.77%
2025	+18.71%	+16.38%
2024	+36.91%	+13.78%
2023	+47.75%	+9.05%
2022	-30.61%	-7.86%
2021	+33.02%	+27.33%
2020	+37.12%	+2.13%
2019	+36.35%	+25.73%
2018	-1.70%	-7.73%
2017	+30.69%	+15.74%
2016	+8.88%	+18.03%
2015	+8.06%	-1.24%
2014	+14.33%	+12.00%
2013	+28.99%	+27.74%
2012	+13.15%	+13.58%
2011	+3.69%	+2.37%
2010	+11.40%	+13.12%
2009	+8.92%	-0.36%

IWY vs SCHV Drawdown Comparison

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The current SCHV drawdown is -0.58%.

Rank	IWY	SCHV
#1	-32.68% Dec 27, 2021 - Dec 13, 2023	-37.08% Jan 17, 2020 - Dec 4, 2020
#2	-30.76% Feb 19, 2020 - Jun 8, 2020	-19.77% Jan 4, 2022 - Jan 29, 2024
#3	-23.21% Dec 16, 2024 - Jun 27, 2025	-18.42% Apr 29, 2011 - Feb 16, 2012
#4	-22.15% Oct 1, 2018 - Apr 23, 2019	-17.71% Sep 21, 2018 - Apr 16, 2019
#5	-16.63% Oct 29, 2025 - May 8, 2026	-15.26% Nov 29, 2024 - Jun 30, 2025
#6	-15.77% Jul 22, 2011 - Jan 25, 2012	-14.49% Apr 23, 2010 - Nov 4, 2010
#7	-15.46% Apr 23, 2010 - Oct 18, 2010	-13.00% May 21, 2015 - Apr 13, 2016
#8	-13.86% Jul 10, 2024 - Oct 29, 2024	-10.60% Jan 26, 2018 - Sep 20, 2018
#9	-12.42% Jul 20, 2015 - Nov 2, 2015	-9.13% Apr 2, 2012 - Aug 6, 2012
#10	-12.27% Dec 1, 2015 - Apr 18, 2016	-7.62% Jan 19, 2010 - Mar 11, 2010
#11	-11.88% Sep 2, 2020 - Dec 17, 2020	-7.34% Sep 19, 2014 - Nov 5, 2014
#12	-9.96% Jan 26, 2018 - Jun 6, 2018	-7.16% Oct 18, 2012 - Jan 2, 2013
#13	-9.27% Apr 2, 2012 - Aug 16, 2012	-6.83% Feb 26, 2026 - Apr 23, 2026
#14	-8.77% Feb 12, 2021 - Apr 7, 2021	-6.58% Apr 30, 2019 - Jun 20, 2019
#15	-8.34% Sep 19, 2012 - Jan 23, 2013	-6.54% Jul 26, 2019 - Sep 12, 2019

Correlation

Correlation between IWY and SCHV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2009 - 2026)

IWY vs SCHV dividend yield comparison.

Year	IWY	SCHV
2026	0.07%	0.43%
2025	0.36%	2.02%
2024	0.42%	2.25%
2023	0.68%	2.42%
2022	0.88%	2.37%
2021	0.50%	1.93%
2020	0.71%	3.03%
2019	1.06%	3.02%
2018	1.32%	3.05%
2017	1.26%	2.37%
2016	1.51%	2.65%
2015	1.58%	2.69%
2014	1.44%	2.38%
2013	1.56%	2.18%
2012	1.80%	2.92%
2011	1.58%	2.61%
2010	1.27%	2.30%
2009	0.40%	0.16%