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 +13.2% compared to +11.0%
IWY vs SCHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWY
$16B
SCHV
$16B
Expense Ratio
IWY
0.20%
Winner
SCHV
0.04%
Max Drawdown
Winner
IWY
33.06%
SCHV
37.08%
Sharpe Ratio
IWY
0.52
Winner
SCHV
1.70
5Y Beta
IWY
1.20
Winner
SCHV
0.71
P/E Ratio
IWY
33.05
Winner
SCHV
23.08
Forward P/E
IWY
23.37
Winner
SCHV
17.14
PEG Ratio
Winner
IWY
0.26
SCHV
0.28
5Y Dividends CAGR
Winner
IWY
2.72%
SCHV
2.29%
5Y EPS CAGR
Winner
IWY
39.15%
SCHV
12.29%
Debt to Equity
IWY
46.31%
Winner
SCHV
35.56%
P/S Ratio
IWY
8.29
Winner
SCHV
2.17
P/B Ratio
IWY
13.21
Winner
SCHV
3.44
IWY vs SCHV - Holdings Comparison
IWY and SCHV have 30 common holdings. Overlap is 11.16%
IWY's top 25 holdings weight is 81.36%. SCHV's top 25 holdings weight is 33.10%.
| Rank | IWY | SCHV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.97% | MICRON TECHNOLOGY INC (MU) - 3.17% |
| #2 | APPLE INC (AAPL) - 8.02% | JPMORGAN CHASE & CO (JPM) - 3.02% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.69% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.89% |
| #4 | BROADCOM INC (AVGO) - 6.12% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.05% |
| #5 | MICROSOFT CORP (MSFT) - 5.99% | JOHNSON & JOHNSON (JNJ) - 1.94% |
| #6 | ALPHABET INC CLASS C (GOOG) - 5.47% | WALMART INC (WMT) - 1.57% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.83% | CISCO SYSTEMS INC (CSCO) - 1.51% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.66% | INTEL CORP (INTC) - 1.47% |
| #9 | TESLA INC (TSLA) - 3.57% | ABBVIE INC (ABBV) - 1.36% |
| #10 | ELI LILLY AND CO (LLY) - 3.38% | APPLIED MATERIALS INC (AMAT) - 1.34% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.81% | BANK OF AMERICA CORP (BAC) - 1.31% |
| #12 | VISA INC CLASS A (V) - 2.19% | LAM RESEARCH CORP (LRCX) - 1.26% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.68% | CATERPILLAR INC (CAT) - 1.22% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.46% | CHEVRON CORP (CVX) - 1.14% |
| #15 | GE AEROSPACE (GE) - 1.35% | THE HOME DEPOT INC (HD) - 1.06% |
| #16 | CATERPILLAR INC (CAT) - 1.34% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.33% | COCA-COLA CO (KO) - 1.04% |
| #18 | NETFLIX INC (NFLX) - 1.09% | MERCK & CO INC (MRK) - 1.01% |
| #19 | n/a (PLTR) - 0.99% | THE GOLDMAN SACHS GROUP INC (GS) - 0.95% |
| #20 | PALO ALTO NETWORKS INC (PANW) - 0.97% | RTX CORP (RTX) - 0.93% |
| #21 | GE VERNOVA INC (GEV) - 0.97% | STRYKER CORP (SYK) - 0.37% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.91% | LOWE'S COMPANIES INC (LOW) - 0.37% |
| #23 | THE HOME DEPOT INC (HD) - 0.89% | CVS HEALTH CORP (CVS) - 0.37% |
| #24 | KLA CORP (KLAC) - 0.87% | MEDTRONIC PLC (MDT) - 0.36% |
| #25 | ORACLE CORP (ORCL) - 0.81% | HOWMET AEROSPACE INC (HWM) - 0.35% |
| Total Holdings | 104 | 515 |
IWY vs SCHV - Historical Returns
Returns include dividend reinvestment.
1M
IWY
+0.54%
Winner
SCHV
+2.49%
3M
IWY
-2.34%
Winner
SCHV
+6.36%
6M
IWY
+8.15%
Winner
SCHV
+9.44%
1Y
IWY
+12.69%
Winner
SCHV
+25.53%
5Y(CAGR)
Winner
IWY
+13.21%
SCHV
+10.96%
10Y(CAGR)
Winner
IWY
+18.65%
SCHV
+11.43%
Max(CAGR)
Winner
IWY
+16.86%
SCHV
+11.72%
IWY vs SCHV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWY | SCHV |
|---|---|---|
| 2026 | +3.78% | +17.93% |
| 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 IWY drawdown is -5.35%. The current SCHV drawdown is -1.22%.
| 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 | -12.02% Jun 1, 2026 - Jul 29, 2026 | -7.34% Sep 19, 2014 - Nov 5, 2014 |
| #12 | -11.88% Sep 2, 2020 - Dec 17, 2020 | -7.16% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -9.96% Jan 26, 2018 - Jun 6, 2018 | -6.83% Feb 26, 2026 - Apr 23, 2026 |
| #14 | -9.27% Apr 2, 2012 - Aug 16, 2012 | -6.58% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -8.77% Feb 12, 2021 - Apr 7, 2021 | -6.54% Jul 26, 2019 - Sep 12, 2019 |
Correlation
Correlation between IWY and SCHV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
IWY vs SCHV dividend yield comparison.
| Year | IWY | SCHV |
|---|---|---|
| 2026 | 0.17% | 0.85% |
| 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% |
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