IWDvsSCHVETF Comparison
VS
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 8.35% year-to-date (YTD) with -$2.43B in YTD flows. SCHV performs better with 8.42% YTD performance, and -$395M 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
IWD vs SCHV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWD SCHV | +8.40%+6.85% | +3.39%+2.96% | +8.35%+8.42% | +26.87%+26.45% | +55.52%+54.58% | +57.55%+57.96% |
| Flows | IWD SCHV | -$842M-$574M | +$1.67B-$392M | -$2.43B-$395M | -$1.64B+$330M | -$975M+$724M | -$2.53B+$1.09B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWD SCHV | +12.68%+12.83% | +11.12%+10.95% | +13.04%+12.82% | +14.85%+14.57% |
| Max drawdown | IWD SCHV | -6.81%-6.83% | -6.81%-6.83% | -15.64%-15.13% | -19.11%-19.73% |
| Max drawdown duration | IWD SCHV | 43d49d | 43d49d | 213d208d | 700d752d |
Trading data
IWD | SCHV | |
Last sale 4/30/2026 at 6:43 PM | $230.87 | $32.44 |
| Previous close 04/29/2026 | $227.07 | $31.94 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
IWD | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 4/30/2026 at 6:43 PM
Live
Closed
IWD | SCHV | |
|---|---|---|
| Last price | $230.87 | $32.44 |
| 1D performance | +1.67% | +1.55% |
| AuM | $72.91 B | $14.95 B |
| E/R | 0.18% | 0.04% |
Characteristics
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 | 787 | 518 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | December 11, 2009 |
| ESG | No | No |
Advertisement
Exposure
Countries
IWD
USA
94.69%
Other
5.31%
SCHV
USA
94.8%
Other
5.2%
Sectors
IWD
Financials
18.78%
Industrials
12.82%
Information Techn.
11.71%
Health Care
11.33%
Communication Ser.
7.79%
Energy
7.61%
Other
29.96%
SCHV
Financials
19.53%
Information Techn.
14.02%
Industrials
13.58%
Health Care
12.07%
Consumer Staples
8.59%
Energy
7.93%
Other
24.28%
Advertisement
Diversification
IWD
Total weight of top 15 holdings out of 15
24.33%
SCHV
Total weight of top 15 holdings out of 15
25.02%
Top 15 holdings
Data as of March 31, 2026
IWD
BERKSHIRE HATHWAY
2.91%
JPMORGAN CHASE
2.63%
EXXON
2.36%
ALPHABET INC-CL
1.95%
JOHNSON&JOHNSON
1.94%
AMAZON.COM INC
1.81%
WALMART INC
1.60%
ALPHABET INC-CL
1.59%
CHEVRON TEXACO
1.28%
MICRON TECHNOLOGY
1.24%
PROCTERGAMBLE
1.12%
CISCO-T
1.02%
MERCK & CO INC
0.98%
BK OF AMERICA CO
0.97%
CATERPILLAR
0.95%
SCHV
BERKSHIRE HATHWAY
3.19%
JPMORGAN CHASE
2.88%
EXXON
2.53%
JOHNSON&JOHNSON
2.11%
WALMART INC
1.96%
MICRON TECHNOLOGY
1.47%
CHEVRON TEXACO
1.42%
ABBVIE
1.36%
PROCTERGAMBLE
1.21%
HOME DEPOT
1.20%
CISCO-T
1.19%
CATERPILLAR
1.19%
BK OF AMERICA CO
1.17%
MERCK & CO INC
1.08%
COCA-COLA
1.06%
Frequently asked questions about IWD and SCHV
How have the IWD and SCHV ETFs performed in 2026?
As of April 29, 2026, IWD is up 8.35% year-to-date (YTD), while SCHV has returned 8.42%. 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 -$2.43B in flows, compared to -$395M for SCHV.
Which ETF is more volatile: IWD or SCHV?
Over the past year, IWD had a volatility of 11.12%, while SCHV experienced 10.95%.
Which ETF is bigger: IWD or SCHV?
As of April 29, 2026, IWD holds $72.91 B in assets under management (AUM), while SCHV manages $14.95 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 EXXON. SCHV holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: IWD or SCHV?
IWD holds 867 securities with 24.33% of its assets in the top 15. SCHV has 552 securities and a top 15 weight of 25.02%.
Advertisement
Latest news about IWD & SCHV
ETF Comparison: Schwab U.S. Large-Cap Growth ETF (SCHG) Versus Schwab U.S. Large-Cap Value ETF (SCHV)
March 18, 2025
SCHV
The Fastest Growing and Shrinking ETFs of 2025 So Far
February 5, 2025
IWD
Advertisement
Advertisement
