SCHG vs IWR
Comparison between SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF) and ISHARES RUSSELL MID-CAP ETF (IWR, ETF).
5-Year PerformanceSCHG has outperformed IWR, delivering a return of +15.2% compared to +7.6%
SCHG vs IWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHG
$48B
IWR
$48B
Expense Ratio
Winner
SCHG
0.04%
IWR
0.18%
Max Drawdown
Winner
SCHG
35.02%
IWR
59.73%
Sharpe Ratio
Winner
SCHG
1.63
IWR
1.39
5Y Beta
SCHG
1.21
Winner
IWR
0.91
P/E Ratio
SCHG
35.75
Winner
IWR
28.28
Forward P/E
SCHG
26.88
Winner
IWR
17.63
5Y Dividends CAGR
SCHG
8.77%
Winner
IWR
11.39%
5Y EPS CAGR
Winner
SCHG
34.30%
IWR
12.91%
Debt to Equity
SCHG
26.20%
Winner
IWR
6.50%
P/S Ratio
SCHG
5.66
Winner
IWR
1.83
P/B Ratio
SCHG
9.41
Winner
IWR
3.08
SCHG vs IWR - Holdings Comparison
SCHG and IWR have 113 common holdings. Overlap is 8.67%
SCHG's top 25 holdings weight is 76.15%. IWR's top 25 holdings weight is 14.64%.
| Rank | SCHG | IWR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.67% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.14% |
| #2 | APPLE INC (AAPL) - 9.72% | WESTERN DIGITAL CORP (WDC) - 1.02% |
| #3 | MICROSOFT CORP (MSFT) - 7.79% | CORNING INC (GLW) - 0.98% |
| #4 | AMAZON.COM INC (AMZN) - 6.20% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.91% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.98% | HOWMET AEROSPACE INC (HWM) - 0.72% |
| #6 | BROADCOM INC (AVGO) - 4.64% | QUANTA SERVICES INC (PWR) - 0.70% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.97% | BANK OF NEW YORK MELLON CORP (BK) - 0.69% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.70% | CUMMINS INC (CMI) - 0.68% |
| #9 | TESLA INC (TSLA) - 3.41% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.57% |
| #10 | ELI LILLY AND CO (LLY) - 2.44% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.55% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.86% | ROSS STORES INC (ROST) - 0.54% |
| #12 | VISA INC CLASS A (V) - 1.83% | VALERO ENERGY CORP (VLO) - 0.54% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.56% | CIENA CORP (CIEN) - 0.53% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.46% | BAKER HUGHES CO CLASS A (BKR) - 0.51% |
| #15 | NETFLIX INC (NFLX) - 1.37% | MARATHON PETROLEUM CORP (MPC) - 0.51% |
| #16 | UNITEDHEALTH GROUP INC (UNH) - 1.17% | DIGITAL REALTY TRUST INC (DLR) - 0.50% |
| #17 | n/a (PLTR) - 1.14% | CLOUDFLARE INC (NET) - 0.50% |
| #18 | GE AEROSPACE (GE) - 1.07% | PHILLIPS 66 (PSX) - 0.49% |
| #19 | GE VERNOVA INC (GEV) - 1.04% | ROYAL CARIBBEAN GROUP (RCL) - 0.49% |
| #20 | LINDE PLC (LIN) - 0.84% | SIMON PROPERTY GROUP INC (SPG) - 0.49% |
| #21 | KLA CORP (KLAC) - 0.84% | YUM BRANDS INC (YUM) - 0.32% |
| #22 | THE WALT DISNEY CO (DIS) - 0.63% | AMERIPRISE FINANCIAL INC (AMP) - 0.32% |
| #23 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.62% | STATE STREET CORP (STT) - 0.32% |
| #24 | SALESFORCE INC (CRM) - 0.60% | NASDAQ INC (NDAQ) - 0.31% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.60% | D.R. HORTON INC (DHI) - 0.31% |
| Total Holdings | 196 | 759 |
SCHG vs IWR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHG
+12.42%
IWR
+3.90%
3M
Winner
SCHG
+8.73%
IWR
+3.30%
6M
SCHG
+5.67%
Winner
IWR
+11.00%
1Y
Winner
SCHG
+31.77%
IWR
+22.95%
5Y(CAGR)
Winner
SCHG
+15.23%
IWR
+7.57%
10Y(CAGR)
Winner
SCHG
+18.87%
IWR
+11.57%
Max(CAGR)
Winner
SCHG
+16.59%
IWR
+9.85%
SCHG vs IWR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SCHG | IWR |
|---|---|---|
| 2026 | +5.11% | +8.38% |
| 2025 | +17.63% | +10.50% |
| 2024 | +37.01% | +15.85% |
| 2023 | +51.47% | +17.57% |
| 2022 | -32.41% | -17.15% |
| 2021 | +29.82% | +24.43% |
| 2020 | +37.31% | +16.54% |
| 2019 | +36.13% | +30.71% |
| 2018 | -2.42% | -9.72% |
| 2017 | +27.04% | +17.37% |
| 2016 | +8.61% | +15.08% |
| 2015 | +3.52% | -2.62% |
| 2014 | +16.71% | +14.16% |
| 2013 | +30.57% | +31.20% |
| 2012 | +15.02% | +15.74% |
| 2011 | -1.75% | -2.81% |
| 2010 | +14.92% | +23.51% |
| 2009 | +2.70% | +35.99% |
| 2008 | N/A | -40.68% |
| 2007 | N/A | +4.90% |
| 2006 | N/A | +13.43% |
| 2005 | N/A | +14.09% |
| 2004 | N/A | +20.21% |
| 2003 | N/A | +35.79% |
| 2002 | N/A | -15.46% |
| 2001 | N/A | +0.35% |
SCHG vs IWR Drawdown Comparison
The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The current IWR drawdown is -0.86%.
| Rank | SCHG | IWR |
|---|---|---|
| #1 | -34.59% Nov 19, 2021 - Dec 18, 2023 | -58.78% Jul 13, 2007 - Feb 7, 2011 |
| #2 | -32.39% Feb 19, 2020 - Jun 10, 2020 | -40.59% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -23.39% Dec 16, 2024 - Jun 30, 2025 | -32.26% Mar 19, 2002 - Sep 2, 2003 |
| #4 | -21.59% Oct 1, 2018 - Apr 12, 2019 | -26.17% Nov 16, 2021 - Mar 20, 2024 |
| #5 | -20.57% Jul 7, 2011 - Feb 3, 2012 | -24.17% Jul 7, 2011 - Mar 15, 2012 |
| #6 | -17.08% Jul 20, 2015 - Aug 5, 2016 | -21.21% Aug 29, 2018 - Apr 8, 2019 |
| #7 | -16.41% Oct 29, 2025 - May 6, 2026 | -21.09% Nov 25, 2024 - Jul 23, 2025 |
| #8 | -16.25% Apr 23, 2010 - Nov 2, 2010 | -20.33% Aug 2, 2001 - Jan 4, 2002 |
| #9 | -12.36% Jul 10, 2024 - Oct 11, 2024 | -19.42% Apr 23, 2015 - Jul 12, 2016 |
| #10 | -10.95% Sep 2, 2020 - Nov 6, 2020 | -10.82% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -10.48% Apr 2, 2012 - Sep 6, 2012 | -10.11% May 5, 2006 - Oct 16, 2006 |
| #12 | -10.15% Feb 12, 2021 - Apr 8, 2021 | -9.68% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -9.72% Jan 26, 2018 - Jun 6, 2018 | -9.33% Sep 5, 2014 - Nov 7, 2014 |
| #14 | -8.54% Sep 14, 2012 - Jan 10, 2013 | -8.91% Apr 5, 2004 - Oct 1, 2004 |
| #15 | -8.07% Jan 11, 2010 - Mar 9, 2010 | -8.17% Feb 26, 2026 - Apr 17, 2026 |
Correlation
Correlation between SCHG and IWR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
SCHG vs IWR dividend yield comparison.
| Year | SCHG | IWR |
|---|---|---|
| 2026 | 0.11% | 0.25% |
| 2025 | 0.36% | 1.29% |
| 2024 | 0.40% | 1.27% |
| 2023 | 0.46% | 1.43% |
| 2022 | 0.55% | 1.59% |
| 2021 | 0.42% | 1.05% |
| 2020 | 0.52% | 1.28% |
| 2019 | 0.82% | 1.43% |
| 2018 | 1.27% | 1.98% |
| 2017 | 1.01% | 1.52% |
| 2016 | 1.04% | 1.72% |
| 2015 | 1.22% | 1.59% |
| 2014 | 1.09% | 1.45% |
| 2013 | 1.07% | 1.31% |
| 2012 | 1.37% | 1.81% |
| 2011 | 1.03% | 1.58% |
| 2010 | 0.71% | 1.45% |
| 2009 | 0.04% | 1.50% |
| 2008 | 0.00% | 2.09% |
| 2007 | 0.00% | 1.37% |
| 2006 | 0.00% | 1.31% |
| 2005 | 0.00% | 1.40% |
| 2004 | 0.00% | 1.11% |
| 2003 | 0.00% | 1.08% |
| 2002 | 0.00% | 1.08% |
| 2001 | 0.00% | 0.59% |
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