SCHV vs IWO
Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).
5-Year PerformanceSCHV has outperformed IWO, delivering a return of +10.9% compared to +5.9%
SCHV vs IWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHV
$16B
IWO
$15B
Expense Ratio
Winner
SCHV
0.04%
IWO
0.24%
Max Drawdown
Winner
SCHV
37.08%
IWO
60.31%
Sharpe Ratio
Winner
SCHV
1.87
IWO
1.26
5Y Beta
Winner
SCHV
0.71
IWO
1.22
P/E Ratio
SCHV
23.35
Winner
IWO
-543.63
Forward P/E
Winner
SCHV
16.87
IWO
19.53
PEG Ratio
SCHV
0.20
IWO
N/A
5Y Dividends CAGR
SCHV
2.29%
Winner
IWO
8.50%
5Y EPS CAGR
SCHV
11.86%
Winner
IWO
15.51%
Debt to Equity
Winner
SCHV
36.54%
IWO
67.84%
P/S Ratio
SCHV
2.23
Winner
IWO
1.96
P/B Ratio
Winner
SCHV
3.40
IWO
4.56
SCHV vs IWO - Holdings Comparison
SCHV and IWO have 2 common holdings. Overlap is 0.01%
SCHV's top 25 holdings weight is 32.61%. IWO's top 25 holdings weight is 12.94%.
| Rank | SCHV | IWO |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 2.99% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.70% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.98% | MOOG INC CLASS A (MOG-A) - 0.69% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.96% | JFROG LTD ORDINARY SHARES (FROG) - 0.61% |
| #4 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.03% | KRYSTAL BIOTECH INC (KRYS) - 0.55% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.94% | GLAUKOS CORP (GKOS) - 0.54% |
| #6 | WALMART INC (WMT) - 1.54% | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.54% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.45% | FIRSTCASH HOLDINGS INC (FCFS) - 0.53% |
| #8 | ABBVIE INC (ABBV) - 1.37% | ESCO TECHNOLOGIES INC (ESE) - 0.53% |
| #9 | INTEL CORP (INTC) - 1.36% | ARGAN INC (AGX) - 0.53% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.30% | n/a (PRAX) - 0.51% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.29% | STONEX GROUP INC (SNEX) - 0.51% |
| #12 | CATERPILLAR INC (CAT) - 1.21% | HEALTHEQUITY INC (HQY) - 0.50% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.17% | NLIGHT INC (LASR) - 0.50% |
| #14 | CHEVRON CORP (CVX) - 1.14% | POWER INTEGRATIONS INC (POWI) - 0.50% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.07% | MAXLINEAR INC (MXL) - 0.50% |
| #16 | THE HOME DEPOT INC (HD) - 1.07% | BRINKER INTERNATIONAL INC (EAT) - 0.50% |
| #17 | COCA-COLA CO (KO) - 1.06% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.50% |
| #18 | MERCK & CO INC (MRK) - 1.00% | TG THERAPEUTICS INC (TGTX) - 0.49% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.96% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.48% |
| #20 | RTX CORP (RTX) - 0.92% | n/a (HIMS) - 0.47% |
| #21 | STARBUCKS CORP (SBUX) - 0.37% | OSCAR HEALTH INC CLASS A (OSCR) - 0.46% |
| #22 | CORNING INC (GLW) - 0.36% | SPYRE THERAPEUTICS INC (SYRE) - 0.46% |
| #23 | HOWMET AEROSPACE INC (HWM) - 0.36% | FEDERAL SIGNAL CORP (FSS) - 0.45% |
| #24 | ALTRIA GROUP INC (MO) - 0.36% | SILICON LABORATORIES INC (SLAB) - 0.45% |
| #25 | MEDTRONIC PLC (MDT) - 0.35% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.44% |
| Total Holdings | 522 | 1059 |
SCHV vs IWO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHV
+1.54%
IWO
+1.16%
3M
Winner
SCHV
+7.85%
IWO
+6.56%
6M
SCHV
+9.63%
Winner
IWO
+15.10%
1Y
SCHV
+27.72%
Winner
IWO
+34.70%
5Y(CAGR)
Winner
SCHV
+10.87%
IWO
+5.87%
10Y(CAGR)
Winner
SCHV
+11.40%
IWO
+11.05%
Max(CAGR)
Winner
SCHV
+11.73%
IWO
+7.20%
SCHV vs IWO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | IWO |
|---|---|---|
| 2026 | +17.66% | +19.45% |
| 2025 | +16.38% | +12.52% |
| 2024 | +13.78% | +16.13% |
| 2023 | +9.05% | +19.56% |
| 2022 | -7.86% | -27.17% |
| 2021 | +27.33% | +4.06% |
| 2020 | +2.13% | +34.46% |
| 2019 | +25.73% | +28.07% |
| 2018 | -7.73% | -10.30% |
| 2017 | +15.74% | +21.71% |
| 2016 | +18.03% | +14.71% |
| 2015 | -1.24% | -0.66% |
| 2014 | +12.00% | +6.99% |
| 2013 | +27.74% | +39.28% |
| 2012 | +13.58% | +13.33% |
| 2011 | +2.37% | -4.60% |
| 2010 | +13.12% | +26.19% |
| 2009 | -0.36% | +31.85% |
| 2008 | N/A | -37.46% |
| 2007 | N/A | +6.76% |
| 2006 | N/A | +10.89% |
| 2005 | N/A | +5.59% |
| 2004 | N/A | +13.00% |
| 2003 | N/A | +44.40% |
| 2002 | N/A | -30.51% |
| 2001 | N/A | -4.63% |
| 2000 | N/A | -14.94% |
SCHV vs IWO Drawdown Comparison
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The current SCHV drawdown is -0.11%. The current IWO drawdown is -0.96%.
| Rank | SCHV | IWO |
|---|---|---|
| #1 | -37.08% Jan 17, 2020 - Dec 4, 2020 | -60.11% Sep 1, 2000 - Feb 22, 2007 |
| #2 | -19.77% Jan 4, 2022 - Jan 29, 2024 | -57.62% Oct 10, 2007 - Dec 21, 2010 |
| #3 | -18.42% Apr 29, 2011 - Feb 16, 2012 | -42.02% Feb 9, 2021 - Oct 6, 2025 |
| #4 | -17.71% Sep 21, 2018 - Apr 16, 2019 | -39.81% Feb 19, 2020 - Aug 7, 2020 |
| #5 | -15.26% Nov 29, 2024 - Jun 30, 2025 | -29.23% Apr 29, 2011 - Sep 14, 2012 |
| #6 | -14.49% Apr 23, 2010 - Nov 4, 2010 | -28.80% Aug 31, 2018 - Jan 14, 2020 |
| #7 | -13.00% May 21, 2015 - Apr 13, 2016 | -28.69% Jun 23, 2015 - Dec 8, 2016 |
| #8 | -10.60% Jan 26, 2018 - Sep 20, 2018 | -14.87% Jan 22, 2026 - Apr 17, 2026 |
| #9 | -9.13% Apr 2, 2012 - Aug 6, 2012 | -14.44% Mar 4, 2014 - Dec 22, 2014 |
| #10 | -7.62% Jan 19, 2010 - Mar 11, 2010 | -10.85% Sep 14, 2012 - Jan 2, 2013 |
| #11 | -7.34% Sep 19, 2014 - Nov 5, 2014 | -10.26% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.16% Oct 18, 2012 - Jan 2, 2013 | -10.24% Oct 15, 2025 - Dec 11, 2025 |
| #13 | -6.83% Feb 26, 2026 - Apr 23, 2026 | -9.04% Jan 26, 2018 - Mar 9, 2018 |
| #14 | -6.58% Apr 30, 2019 - Jun 20, 2019 | -8.73% Feb 22, 2007 - Apr 16, 2007 |
| #15 | -6.54% Jul 26, 2019 - Sep 12, 2019 | -7.76% Sep 2, 2020 - Oct 5, 2020 |
Correlation
Correlation between SCHV and IWO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
SCHV vs IWO dividend yield comparison.
| Year | SCHV | IWO |
|---|---|---|
| 2026 | 0.85% | 0.14% |
| 2025 | 2.02% | 0.56% |
| 2024 | 2.25% | 0.80% |
| 2023 | 2.42% | 0.73% |
| 2022 | 2.37% | 0.73% |
| 2021 | 1.93% | 0.32% |
| 2020 | 3.03% | 0.44% |
| 2019 | 3.02% | 0.71% |
| 2018 | 3.05% | 0.76% |
| 2017 | 2.37% | 0.73% |
| 2016 | 2.65% | 0.97% |
| 2015 | 2.69% | 0.89% |
| 2014 | 2.38% | 0.73% |
| 2013 | 2.18% | 0.72% |
| 2012 | 2.92% | 1.46% |
| 2011 | 2.61% | 0.68% |
| 2010 | 2.30% | 0.66% |
| 2009 | 0.16% | 0.50% |
| 2008 | 0.00% | 1.10% |
| 2007 | 0.00% | 0.59% |
| 2006 | 0.00% | 0.32% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.24% |
| 2003 | 0.00% | 0.34% |
| 2002 | 0.00% | 0.43% |
| 2001 | 0.00% | 0.19% |
| 2000 | 0.00% | 0.09% |
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