SCHX vs IWD
Comparison between SCHWAB U.S. LARGE-CAP ETF (SCHX, ETF) and ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF).
5-Year PerformanceSCHX has outperformed IWD, delivering a return of +12.4% compared to +10.9%
SCHX vs IWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHX
$73B
Winner
IWD
$76B
Expense Ratio
Winner
SCHX
0.03%
IWD
0.18%
Max Drawdown
Winner
SCHX
34.33%
IWD
61.91%
Sharpe Ratio
SCHX
1.49
Winner
IWD
2.01
5Y Beta
SCHX
0.98
Winner
IWD
0.73
P/E Ratio
SCHX
27.70
Winner
IWD
23.55
Forward P/E
SCHX
20.74
Winner
IWD
17.35
5Y Dividends CAGR
SCHX
4.30%
Winner
IWD
6.22%
5Y EPS CAGR
Winner
SCHX
25.02%
IWD
13.91%
Debt to Equity
SCHX
32.72%
Winner
IWD
13.67%
P/S Ratio
SCHX
3.33
Winner
IWD
2.30
P/B Ratio
SCHX
5.13
Winner
IWD
3.23
SCHX vs IWD - Holdings Comparison
SCHX and IWD have 565 common holdings. Overlap is 53.75%
SCHX's top 25 holdings weight is 48.77%. IWD's top 25 holdings weight is 35.06%.
| Rank | SCHX | IWD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.57% | MICRON TECHNOLOGY INC (MU) - 3.41% |
| #2 | APPLE INC (AAPL) - 6.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.65% |
| #3 | MICROSOFT CORP (MSFT) - 4.48% | JPMORGAN CHASE & CO (JPM) - 2.65% |
| #4 | AMAZON.COM INC (AMZN) - 3.57% | ALPHABET INC CLASS A (GOOGL) - 2.20% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.20% | AMAZON.COM INC (AMZN) - 1.83% |
| #6 | BROADCOM INC (AVGO) - 2.78% | ALPHABET INC CLASS C (GOOG) - 1.79% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.56% | EXXON MOBIL CORP (XOM) - 1.74% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.91% | JOHNSON & JOHNSON (JNJ) - 1.65% |
| #9 | TESLA INC (TSLA) - 1.67% | INTEL CORP (INTC) - 1.57% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.58% | CISCO SYSTEMS INC (CSCO) - 1.37% |
| #11 | ELI LILLY AND CO (LLY) - 1.36% | WALMART INC (WMT) - 1.36% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% | CATERPILLAR INC (CAT) - 1.14% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | UNITEDHEALTH GROUP INC (UNH) - 1.06% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.16% | PROCTER & GAMBLE CO (PG) - 1.04% |
| #15 | EXXON MOBIL CORP (XOM) - 0.93% | ADVANCED MICRO DEVICES INC (AMD) - 1.00% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.86% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #17 | VISA INC CLASS A (V) - 0.82% | APPLIED MATERIALS INC (AMAT) - 0.99% |
| #18 | WALMART INC (WMT) - 0.78% | CHEVRON CORP (CVX) - 0.97% |
| #19 | INTEL CORP (INTC) - 0.76% | THE GOLDMAN SACHS GROUP INC (GS) - 0.90% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.71% | MERCK & CO INC (MRK) - 0.84% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.64% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.82% |
| #22 | CATERPILLAR INC (CAT) - 0.64% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.82% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.61% | WELLS FARGO & CO (WFC) - 0.76% |
| #24 | ABBVIE INC (ABBV) - 0.60% | MORGAN STANLEY (MS) - 0.75% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.60% | RTX CORP (RTX) - 0.75% |
| Total Holdings | 752 | 802 |
SCHX vs IWD - Historical Returns
Returns include dividend reinvestment.
1M
SCHX
-1.47%
Winner
IWD
+2.30%
3M
SCHX
+12.25%
Winner
IWD
+13.06%
6M
SCHX
+6.35%
Winner
IWD
+14.17%
1Y
SCHX
+21.21%
Winner
IWD
+27.20%
5Y(CAGR)
Winner
SCHX
+12.37%
IWD
+10.88%
10Y(CAGR)
Winner
SCHX
+15.44%
IWD
+11.62%
Max(CAGR)
Winner
SCHX
+14.41%
IWD
+8.14%
SCHX vs IWD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SCHX | IWD |
|---|---|---|
| 2026 | +7.46% | +14.36% |
| 2025 | +17.61% | +15.91% |
| 2024 | +25.70% | +13.78% |
| 2023 | +27.45% | +11.40% |
| 2022 | -19.90% | -8.06% |
| 2021 | +28.43% | +26.65% |
| 2020 | +19.74% | +2.31% |
| 2019 | +31.32% | +26.15% |
| 2018 | -5.33% | -8.84% |
| 2017 | +21.01% | +12.65% |
| 2016 | +13.57% | +18.65% |
| 2015 | +1.10% | -3.99% |
| 2014 | +14.34% | +14.25% |
| 2013 | +29.19% | +28.94% |
| 2012 | +14.48% | +15.55% |
| 2011 | +0.47% | -1.00% |
| 2010 | +14.17% | +13.28% |
| 2009 | +7.34% | +16.61% |
| 2008 | N/A | -35.73% |
| 2007 | N/A | -0.33% |
| 2006 | N/A | +20.13% |
| 2005 | N/A | +7.79% |
| 2004 | N/A | +16.44% |
| 2003 | N/A | +25.72% |
| 2002 | N/A | -16.22% |
| 2001 | N/A | -4.66% |
| 2000 | N/A | +8.98% |
SCHX vs IWD Drawdown Comparison
The maximum drawdown for SCHX was -34.33%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The current SCHX drawdown is -3.41%. The current IWD drawdown is -1.14%.
| Rank | SCHX | IWD |
|---|---|---|
| #1 | -34.33% Feb 19, 2020 - Aug 6, 2020 | -60.09% Jun 4, 2007 - Jan 29, 2013 |
| #2 | -25.40% Dec 27, 2021 - Dec 13, 2023 | -38.51% Feb 13, 2020 - Dec 4, 2020 |
| #3 | -19.48% Sep 20, 2018 - Apr 12, 2019 | -34.08% May 21, 2001 - Dec 29, 2003 |
| #4 | -19.27% Apr 29, 2011 - Feb 3, 2012 | -19.03% Jan 12, 2022 - Dec 14, 2023 |
| #5 | -19.04% Feb 19, 2025 - Jun 26, 2025 | -18.31% Jan 26, 2018 - Apr 30, 2019 |
| #6 | -15.60% Apr 23, 2010 - Nov 4, 2010 | -16.16% May 21, 2015 - Jun 8, 2016 |
| #7 | -13.95% Jul 20, 2015 - Jun 2, 2016 | -15.71% Nov 29, 2024 - Jul 3, 2025 |
| #8 | -9.91% Jan 26, 2018 - Jul 25, 2018 | -12.19% Feb 12, 2001 - May 16, 2001 |
| #9 | -9.80% Apr 2, 2012 - Aug 16, 2012 | -7.85% Sep 18, 2014 - Nov 5, 2014 |
| #10 | -9.26% Sep 2, 2020 - Nov 11, 2020 | -7.59% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -7.25% May 10, 2006 - Aug 16, 2006 |
| #12 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -6.79% Feb 27, 2026 - Apr 14, 2026 |
| #13 | -7.79% Jan 19, 2010 - Mar 10, 2010 | -6.77% Mar 4, 2005 - Jun 17, 2005 |
| #14 | -7.43% Sep 18, 2014 - Oct 31, 2014 | -6.74% Jul 26, 2019 - Sep 12, 2019 |
| #15 | -7.34% Sep 14, 2012 - Jan 2, 2013 | -6.50% Sep 16, 2005 - Nov 21, 2005 |
Correlation
Correlation between SCHX and IWD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
SCHX vs IWD dividend yield comparison.
| Year | SCHX | IWD |
|---|---|---|
| 2026 | 0.25% | 0.66% |
| 2025 | 1.09% | 1.69% |
| 2024 | 1.22% | 1.87% |
| 2023 | 1.39% | 2.02% |
| 2022 | 1.64% | 2.15% |
| 2021 | 1.22% | 1.62% |
| 2020 | 1.64% | 2.05% |
| 2019 | 1.82% | 2.45% |
| 2018 | 2.02% | 2.71% |
| 2017 | 1.70% | 2.09% |
| 2016 | 1.93% | 2.25% |
| 2015 | 2.04% | 2.47% |
| 2014 | 1.76% | 2.00% |
| 2013 | 1.65% | 1.95% |
| 2012 | 2.18% | 2.30% |
| 2011 | 1.89% | 2.30% |
| 2010 | 1.54% | 1.98% |
| 2009 | 0.19% | 2.36% |
| 2008 | 0.00% | 3.70% |
| 2007 | 0.00% | 2.40% |
| 2006 | 0.00% | 2.05% |
| 2005 | 0.00% | 2.46% |
| 2004 | 0.00% | 1.96% |
| 2003 | 0.00% | 1.91% |
| 2002 | 0.00% | 2.14% |
| 2001 | 0.00% | 1.56% |
| 2000 | 0.00% | 0.74% |
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