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SCHM vs IWO

Comparison between SCHWAB U.S. MID-CAP ETF (SCHM, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).

5-Year PerformanceSCHM has outperformed IWO, delivering a return of +8.6% compared to +6.7%

SCHM vs IWO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SCHM
$15B
IWO
$14B
Expense Ratio
Winner
SCHM
0.03%
IWO
0.24%
Max Drawdown
Winner
SCHM
42.43%
IWO
60.31%
Sharpe Ratio
Winner
SCHM
1.29
IWO
1.18
5Y Beta
Winner
SCHM
1.02
IWO
1.22
P/E Ratio
Winner
SCHM
34.16
IWO
478.71
Forward P/E
Winner
SCHM
17.55
IWO
19.01
5Y Dividends CAGR
Winner
SCHM
10.89%
IWO
8.50%
5Y EPS CAGR
SCHM
9.12%
IWO
N/A
Debt to Equity
Winner
SCHM
15.53%
IWO
44.27%
P/S Ratio
Winner
SCHM
1.71
IWO
2.26
P/B Ratio
Winner
SCHM
2.92
IWO
4.43

SCHM vs IWO - Holdings Comparison

SCHM and IWO have 31 common holdings. Overlap is 2.63%

SCHM's top 25 holdings weight is 18.66%. IWO's top 25 holdings weight is 12.56%.

RankSCHMIWO
#1
SANDISK CORP ORDINARY SHARES (SNDK) - 3.61%
MOOG INC CLASS A (MOG-A) - 0.74%
#2
LUMENTUM HOLDINGS INC (LITE) - 1.31%
BRINKER INTERNATIONAL INC (EAT) - 0.65%
#3
COHERENT CORP (COHR) - 1.26%
GLAUKOS CORP (GKOS) - 0.65%
#4
BLOOM ENERGY CORP CLASS A (BE) - 1.12%
n/a (PRAX) - 0.59%
#5
CIENA CORP (CIEN) - 1.11%
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.59%
#6
FLEX LTD (FLEX) - 0.83%
PROTAGONIST THERAPEUTICS INC (PTGX) - 0.57%
#7
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.74%
JFROG LTD ORDINARY SHARES (FROG) - 0.57%
#8
TWILIO INC CLASS A (TWLO) - 0.68%
INTERDIGITAL INC (IDCC) - 0.56%
#9
STEEL DYNAMICS INC (STLD) - 0.65%
FIRSTCASH HOLDINGS INC (FCFS) - 0.54%
#10
CENTENE CORP (CNC) - 0.57%
HEALTHEQUITY INC (HQY) - 0.54%
#11
ATI INC (ATI) - 0.57%
CRINETICS PHARMACEUTICALS INC (CRNX) - 0.53%
#12
CASEY'S GENERAL STORES INC (CASY) - 0.56%
KRYSTAL BIOTECH INC (KRYS) - 0.53%
#13
TAPESTRY INC (TPR) - 0.56%
TWIST BIOSCIENCE CORP (TWST) - 0.49%
#14
TECHNIPFMC PLC (n/a) - 0.54%
ESCO TECHNOLOGIES INC (ESE) - 0.48%
#15
GLOBE LIFE INC (GL) - 0.50%
ARGAN INC (AGX) - 0.48%
#16
NVENT ELECTRIC PLC (NVT) - 0.50%
ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.47%
#17
CURTISS-WRIGHT CORP (CW) - 0.48%
RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.47%
#18
CARPENTER TECHNOLOGY CORP (CRS) - 0.48%
COMPASS INC CLASS A (COMP) - 0.47%
#19
OKTA INC CLASS A (OKTA) - 0.45%
SPYRE THERAPEUTICS INC (SYRE) - 0.47%
#20
ENTEGRIS INC (ENTG) - 0.45%
FEDERAL SIGNAL CORP (FSS) - 0.47%
#21
OMNICOM GROUP INC (OMC) - 0.44%
BALCHEM CORP (BCPC) - 0.34%
#22
OVINTIV INC (OVV) - 0.32%
TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 0.34%
#23
NUTANIX INC CLASS A (NTNX) - 0.31%
URANIUM ENERGY CORP (UEC) - 0.34%
#24
PERFORMANCE FOOD GROUP CO (PFGC) - 0.31%
n/a (DFTX) - 0.34%
#25
JONES LANG LASALLE INC (JLL) - 0.31%
THE CHEESECAKE FACTORY INC (CAKE) - 0.34%
Total Holdings4551065

SCHM vs IWO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCHM
+2.29%
IWO
+1.52%
3M
SCHM
+4.94%
Winner
IWO
+5.37%
6M
SCHM
+10.27%
Winner
IWO
+15.09%
1Y
SCHM
+27.24%
Winner
IWO
+31.01%
5Y(CAGR)
Winner
SCHM
+8.60%
IWO
+6.69%
10Y(CAGR)
Winner
SCHM
+11.14%
IWO
+10.88%
Max(CAGR)
Winner
SCHM
+11.44%
IWO
+7.16%

SCHM vs IWO - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSCHMIWO
2026+19.28%+18.59%
2025+10.33%+12.52%
2024+12.62%+16.13%
2023+17.39%+19.56%
2022-17.26%-27.17%
2021+21.32%+4.06%
2020+14.95%+34.46%
2019+27.82%+28.07%
2018-9.47%-10.30%
2017+18.99%+21.71%
2016+16.05%+14.71%
2015+0.01%-0.66%
2014+11.21%+6.99%
2013+32.95%+39.28%
2012+16.31%+13.33%
2011-2.92%-4.60%
2010N/A+26.19%
2009N/A+31.85%
2008N/A-37.46%
2007N/A+6.76%
2006N/A+10.89%
2005N/A+5.59%
2004N/A+13.00%
2003N/A+44.40%
2002N/A-30.51%
2001N/A-4.63%
2000N/A-14.94%

SCHM vs IWO Drawdown Comparison

The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.

The current SCHM drawdown is -1.93%. The current IWO drawdown is -2.09%.

RankSCHMIWO
#1-42.43%
Feb 20, 2020 - Nov 9, 2020		-60.11%
Sep 1, 2000 - Feb 22, 2007
#2-26.46%
Nov 16, 2021 - Mar 21, 2024		-57.62%
Oct 10, 2007 - Dec 21, 2010
#3-26.37%
Apr 29, 2011 - Mar 13, 2012		-42.02%
Feb 9, 2021 - Oct 6, 2025
#4-23.27%
Nov 25, 2024 - Sep 5, 2025		-39.81%
Feb 19, 2020 - Aug 7, 2020
#5-22.73%
Sep 14, 2018 - Jul 5, 2019		-29.23%
Apr 29, 2011 - Sep 14, 2012
#6-19.98%
Jun 23, 2015 - Jul 12, 2016		-28.80%
Aug 31, 2018 - Jan 14, 2020
#7-12.09%
Mar 19, 2012 - Sep 12, 2012		-28.69%
Jun 23, 2015 - Dec 8, 2016
#8-10.78%
Sep 2, 2014 - Nov 20, 2014		-14.87%
Jan 22, 2026 - Apr 17, 2026
#9-9.61%
Jan 26, 2018 - Jun 6, 2018		-14.44%
Mar 4, 2014 - Dec 22, 2014
#10-9.32%
Feb 26, 2026 - Apr 14, 2026		-10.85%
Sep 14, 2012 - Jan 2, 2013
#11-8.18%
Jul 16, 2024 - Sep 19, 2024		-10.26%
Jul 19, 2007 - Oct 5, 2007
#12-7.40%
Jun 30, 2026 - Jul 29, 2026		-10.24%
Oct 15, 2025 - Dec 11, 2025
#13-7.35%
Sep 14, 2012 - Dec 18, 2012		-9.04%
Jan 26, 2018 - Mar 9, 2018
#14-7.34%
May 21, 2013 - Jul 11, 2013		-8.73%
Feb 22, 2007 - Apr 16, 2007
#15-7.19%
Jul 24, 2019 - Nov 4, 2019		-7.76%
Sep 2, 2020 - Oct 5, 2020

Correlation

Correlation between SCHM and IWO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2000 - 2026)

SCHM vs IWO dividend yield comparison.

YearSCHMIWO
20260.50%0.14%
20251.46%0.56%
20241.43%0.80%
20231.50%0.73%
20221.67%0.73%
20211.13%0.32%
20201.31%0.44%
20191.48%0.71%
20181.56%0.76%
20171.27%0.73%
20161.51%0.97%
20151.54%0.89%
20141.48%0.73%
20131.27%0.72%
20121.67%1.46%
20111.19%0.68%
20100.00%0.66%
20090.00%0.50%
20080.00%1.10%
20070.00%0.59%
20060.00%0.32%
20050.00%0.47%
20040.00%0.24%
20030.00%0.34%
20020.00%0.43%
20010.00%0.19%
20000.00%0.09%

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