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IWDvsSCHVETF Comparison
iShares Russell 1000 Value ETF (IWD) and Schwab U.S. Large-Cap Value ETF (SCHV) belong to the same industry segment: US Large Cap Value. IWD's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, SCHV's top sector exposures are Financials, Information Technology and Industrials. IWD is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.04% for SCHV. IWD is up 2.08% year-to-date (YTD) with -$3.51B in YTD flows. SCHV performs better with 3.49% YTD performance, and +$156M in YTD flows. Run a side-by-side ETF comparison of IWD and SCHV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IWD vs SCHV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWD SCHV | -3.38%-3.83% | +1.87%+3.25% | +2.08%+3.49% | +18.78%+20.03% | +55.32%+55.41% | +55.40%+58.04% |
| Flows | IWD SCHV | +$1.14B+$119M | -$3.12B+$201M | -$3.51B+$156M | -$1.55B+$994M | -$3.22B+$1.11B | -$2.13B+$1.81B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWD SCHV | +11.16%+11.26% | +15.73%+15.53% | +13.15%+12.86% | +14.80%+14.51% |
| Max drawdown | IWD SCHV | -4.82%-4.97% | -12.07%-11.95% | -15.64%-15.13% | -19.11%-19.73% |
| Max drawdown duration | IWD SCHV | 11d14d | 52d51d | 213d208d | 700d752d |
IWD | SCHV | |
Last sale 3/13/2026 at 1:30 PM | $214.75 | $30.69 |
| Previous close 03/12/2026 | $214.67 | $30.64 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWD | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWD | SCHV | |
|---|---|---|
| Last price | $214.75 | $30.69 |
| 1D performance | +0.04% | +0.15% |
| AuM | $67.79 B | $14.87 B |
| E/R | 0.18% | 0.04% |
IWD | SCHV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | Russell 1000 Value Index | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| N° of holdings | 789 | 520 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | December 11, 2009 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IWD and SCHV ETFs performed in 2026?
As of March 12, 2026, IWD is up 2.08% year-to-date (YTD), while SCHV has returned 3.49%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: IWD or SCHV?
Year-to-date, the IWD ETF saw -$3.51B in flows, compared to +$156M for SCHV.
Which ETF is more volatile: IWD or SCHV?
Over the past year, IWD had a volatility of 15.73%, while SCHV experienced 15.53%.
Which ETF is bigger: IWD or SCHV?
As of March 12, 2026, IWD holds $67.79 B in assets under management (AUM), while SCHV manages $14.87 B.
What sectors do the IWD and SCHV ETFs invest in?
IWD leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, SCHV focuses on Financials, Information Technology and Industrials.
What are the top holdings of the IWD ETF and SCHV ETF?
IWD top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and ALPHABET INC-CL. SCHV holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: IWD or SCHV?
IWD holds 868 securities with 24.21% of its assets in the top 15. SCHV has 553 securities and a top 15 weight of 24.14%.
ETF Comparison: Schwab U.S. Large-Cap Growth ETF (SCHG) Versus Schwab U.S. Large-Cap Value ETF (SCHV)
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