SCHM vs IWN
Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF).
5-Year PerformanceIWN has outperformed SCHM, delivering a return of +9.0% compared to +8.2%
SCHM vs IWN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHM
$15B
IWN
$15B
Expense Ratio
Winner
SCHM
0.03%
IWN
0.24%
Max Drawdown
Winner
SCHM
42.43%
IWN
62.91%
Sharpe Ratio
SCHM
1.36
Winner
IWN
1.92
5Y Beta
SCHM
1.02
Winner
IWN
0.95
P/E Ratio
Winner
SCHM
34.01
IWN
121.90
Forward P/E
SCHM
17.28
Winner
IWN
11.92
5Y Dividends CAGR
Winner
SCHM
10.89%
IWN
9.67%
5Y EPS CAGR
Winner
SCHM
10.09%
IWN
8.45%
Debt to Equity
Winner
SCHM
24.52%
IWN
46.21%
P/S Ratio
SCHM
1.70
Winner
IWN
1.28
P/B Ratio
SCHM
2.88
Winner
IWN
1.56
SCHM vs IWN - Holdings Comparison
SCHM and IWN have 32 common holdings. Overlap is 3.69%
SCHM's top 25 holdings weight is 18.79%. IWN's top 25 holdings weight is 12.88%.
| Rank | SCHM | IWN |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.36% | ECHOSTAR CORP CLASS A (SATS) - 1.19% |
| #2 | LUMENTUM HOLDINGS INC (LITE) - 1.21% | TTM TECHNOLOGIES INC (TTMI) - 0.68% |
| #3 | COHERENT CORP (COHR) - 1.15% | COEUR MINING INC (CDE) - 0.66% |
| #4 | BLOOM ENERGY CORP CLASS A (BE) - 1.10% | HECLA MINING CO (HL) - 0.63% |
| #5 | CIENA CORP (CIEN) - 1.07% | CARETRUST REIT INC (CTRE) - 0.53% |
| #6 | FLEX LTD (FLEX) - 0.87% | FLUOR CORP (FLR) - 0.52% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.68% | UMB FINANCIAL CORP (UMBF) - 0.52% |
| #8 | CENTENE CORP (CNC) - 0.59% | SM ENERGY CO (SM) - 0.52% |
| #9 | CASEY'S GENERAL STORES INC (CASY) - 0.59% | n/a (PRAX) - 0.50% |
| #10 | STEEL DYNAMICS INC (STLD) - 0.59% | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% |
| #11 | TECHNIPFMC PLC (n/a) - 0.55% | JACKSON FINANCIAL INC (JXN) - 0.49% |
| #12 | TWILIO INC CLASS A (TWLO) - 0.55% | CYTOKINETICS INC (CYTK) - 0.48% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.54% | OLD NATIONAL BANCORP (ONB) - 0.47% |
| #14 | TAPESTRY INC (TPR) - 0.53% | ORMAT TECHNOLOGIES INC (ORA) - 0.47% |
| #15 | ATI INC (ATI) - 0.50% | COMMERCIAL METALS CO (CMC) - 0.47% |
| #16 | CURTISS-WRIGHT CORP (CW) - 0.49% | VIASAT INC (VSAT) - 0.45% |
| #17 | NVENT ELECTRIC PLC (NVT) - 0.48% | SSR MINING INC (SSRM) - 0.44% |
| #18 | XPO INC (XPO) - 0.47% | TERRENO REALTY CORP (TRNO) - 0.43% |
| #19 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.46% | NOBLE CORP PLC CLASS A (NE) - 0.43% |
| #20 | WOODWARD INC (WWD) - 0.45% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% |
| #21 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 0.32% | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% |
| #22 | BUNGE GLOBAL SA (BG) - 0.31% | TRANSOCEAN LTD (RIG) - 0.42% |
| #23 | BALL CORP (BALL) - 0.31% | VALARIS LTD (VAL) - 0.42% |
| #24 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.31% | ENERSYS (ENS) - 0.42% |
| #25 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.31% | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% |
| Total Holdings | 457 | 1404 |
SCHM vs IWN - Historical Returns
Returns include dividend reinvestment.
1M
SCHM
+1.58%
Winner
IWN
+2.43%
3M
SCHM
+5.47%
Winner
IWN
+7.73%
6M
SCHM
+11.17%
Winner
IWN
+13.30%
1Y
SCHM
+28.91%
Winner
IWN
+42.66%
5Y(CAGR)
SCHM
+8.19%
Winner
IWN
+8.96%
10Y(CAGR)
Winner
SCHM
+11.14%
IWN
+10.19%
Max(CAGR)
Winner
SCHM
+11.46%
IWN
+9.57%
SCHM vs IWN - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SCHM | IWN |
|---|---|---|
| 2026 | +19.05% | +24.11% |
| 2025 | +10.33% | +12.57% |
| 2024 | +12.62% | +8.00% |
| 2023 | +17.39% | +14.92% |
| 2022 | -17.26% | -15.78% |
| 2021 | +21.32% | +29.69% |
| 2020 | +14.95% | +4.78% |
| 2019 | +27.82% | +21.05% |
| 2018 | -9.47% | -13.73% |
| 2017 | +18.99% | +7.03% |
| 2016 | +16.05% | +34.63% |
| 2015 | +0.01% | -7.27% |
| 2014 | +11.21% | +5.30% |
| 2013 | +32.95% | +30.27% |
| 2012 | +16.31% | +15.86% |
| 2011 | -2.92% | -7.51% |
| 2010 | N/A | +21.53% |
| 2009 | N/A | +20.24% |
| 2008 | N/A | -27.94% |
| 2007 | N/A | -10.53% |
| 2006 | N/A | +21.09% |
| 2005 | N/A | +5.60% |
| 2004 | N/A | +20.92% |
| 2003 | N/A | +41.77% |
| 2002 | N/A | -12.06% |
| 2001 | N/A | +16.04% |
| 2000 | N/A | +13.82% |
SCHM vs IWN Drawdown Comparison
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The current SCHM drawdown is -2.12%. The current IWN drawdown is -0.64%.
| Rank | SCHM | IWN |
|---|---|---|
| #1 | -42.43% Feb 20, 2020 - Nov 9, 2020 | -61.53% Jun 4, 2007 - Sep 14, 2012 |
| #2 | -26.46% Nov 16, 2021 - Mar 21, 2024 | -46.07% Aug 22, 2018 - Dec 15, 2020 |
| #3 | -26.37% Apr 29, 2011 - Mar 13, 2012 | -34.07% May 2, 2002 - Sep 4, 2003 |
| #4 | -23.27% Nov 25, 2024 - Sep 5, 2025 | -26.70% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -22.73% Sep 14, 2018 - Jul 5, 2019 | -25.93% Nov 8, 2021 - Jul 16, 2024 |
| #6 | -19.98% Jun 23, 2015 - Jul 12, 2016 | -22.54% Jun 23, 2015 - Aug 5, 2016 |
| #7 | -12.09% Mar 19, 2012 - Sep 12, 2012 | -19.41% Jun 29, 2001 - Dec 18, 2001 |
| #8 | -10.78% Sep 2, 2014 - Nov 20, 2014 | -12.38% Jul 3, 2014 - Dec 29, 2014 |
| #9 | -9.61% Jan 26, 2018 - Jun 6, 2018 | -12.02% May 9, 2006 - Oct 12, 2006 |
| #10 | -9.32% Feb 26, 2026 - Apr 14, 2026 | -11.86% Jun 8, 2021 - Nov 3, 2021 |
| #11 | -8.18% Jul 16, 2024 - Sep 19, 2024 | -11.37% Apr 5, 2004 - Oct 1, 2004 |
| #12 | -7.40% Jun 30, 2026 - Jul 29, 2026 | -10.57% Sep 14, 2012 - Dec 20, 2012 |
| #13 | -7.35% Sep 14, 2012 - Dec 18, 2012 | -10.26% Dec 28, 2004 - Jun 15, 2005 |
| #14 | -7.34% May 21, 2013 - Jul 11, 2013 | -10.14% Aug 2, 2005 - Jan 6, 2006 |
| #15 | -7.19% Jul 24, 2019 - Nov 4, 2019 | -9.85% Jul 26, 2024 - Oct 16, 2024 |
Correlation
Correlation between SCHM and IWN is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
SCHM vs IWN dividend yield comparison.
| Year | SCHM | IWN |
|---|---|---|
| 2026 | 0.51% | 0.58% |
| 2025 | 1.46% | 1.70% |
| 2024 | 1.43% | 1.80% |
| 2023 | 1.50% | 2.04% |
| 2022 | 1.67% | 2.12% |
| 2021 | 1.13% | 1.48% |
| 2020 | 1.31% | 1.60% |
| 2019 | 1.48% | 1.92% |
| 2018 | 1.56% | 1.99% |
| 2017 | 1.27% | 1.78% |
| 2016 | 1.51% | 1.74% |
| 2015 | 1.54% | 2.15% |
| 2014 | 1.48% | 1.88% |
| 2013 | 1.27% | 1.77% |
| 2012 | 1.67% | 2.50% |
| 2011 | 1.19% | 2.03% |
| 2010 | 0.00% | 1.63% |
| 2009 | 0.00% | 1.82% |
| 2008 | 0.00% | 2.46% |
| 2007 | 0.00% | 2.03% |
| 2006 | 0.00% | 1.59% |
| 2005 | 0.00% | 1.76% |
| 2004 | 0.00% | 1.38% |
| 2003 | 0.00% | 1.24% |
| 2002 | 0.00% | 1.89% |
| 2001 | 0.00% | 1.84% |
| 2000 | 0.00% | 0.76% |
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