IWDvsSCHVETF Comparison
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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. Both ETFs have the same top 3 sector exposures: 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 16.7% year-to-date (YTD) with -$3.37B in YTD flows. SCHV performs better with 17.95% YTD performance, and -$766M 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.
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IWD vs SCHV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWD SCHV | +5.32%+6.79% | +13.31%+12.88% | +16.70%+17.95% | +30.16%+30.17% | +64.39%+66.12% | +67.49%+69.06% |
| Flows | IWD SCHV | +$224M-$300M | -$1.45B-$922M | -$3.37B-$766M | -$579M+$14M | -$1.85B+$459M | -$4.09B+$614M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWD SCHV | +13.37%+13.76% | +11.28%+11.18% | +13.08%+12.87% | +14.91%+14.65% |
| Max drawdown | IWD SCHV | -3.42%-3.22% | -6.81%-6.83% | -15.64%-15.13% | -19.11%-19.73% |
| Max drawdown duration | IWD SCHV | 21d21d | 43d49d | 213d208d | 700d752d |
Trading data
IWD | SCHV | |
Last sale 6/15/2026 at 1:30 PM | $243.78 | $34.76 |
| Previous close 06/15/2026 | $242.13 | $34.47 |
| Consolidated volume 06/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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IWD | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/15/2026 at 1:30 PM
Live
Closed
IWD | SCHV | |
|---|---|---|
| Last price | $243.78 | $34.76 |
| 1D performance | +0.68% | +0.84% |
| AuM | $77.28 B | $15.88 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 | 784 | 517 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | December 11, 2009 |
| ESG | No | No |
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Exposure
Countries
IWD
USA
95.02%
Other
4.98%
SCHV
USA
94.7%
Other
5.3%
Sectors
IWD
Financials
18.3%
Information Techn.
14%
Industrials
12.71%
Health Care
10.51%
Communication Ser.
8.3%
Consumer Discreti.
7.25%
Other
28.94%
SCHV
Financials
19.43%
Information Techn.
16.64%
Industrials
13.63%
Health Care
11.05%
Consumer Staples
8.38%
Other
30.87%
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Diversification
IWD
Total weight of top 15 holdings out of 15
25.46%
SCHV
Total weight of top 15 holdings out of 15
24.88%
Top 15 holdings
Data as of April 30, 2026
IWD
BERKSHIRE HATHWAY
2.67%
JPMORGAN CHASE
2.60%
ALPHABET INC-CL
2.42%
AMAZON.COM INC
2.13%
EXXON
1.99%
ALPHABET INC-CL
1.96%
MICRON TECHNOLOGY
1.76%
JOHNSON&JOHNSON
1.69%
WALMART INC
1.58%
INTEL-T
1.27%
CISCO-T
1.11%
CHEVRON TEXACO
1.10%
CATERPILLAR
1.10%
PROCTERGAMBLE
1.05%
UNITEDHEALTH GRP
1.03%
SCHV
BERKSHIRE HATHWAY
2.98%
JPMORGAN CHASE
2.88%
EXXON
2.16%
WALMART INC
1.98%
MICRON TECHNOLOGY
1.94%
JOHNSON&JOHNSON
1.91%
INTEL-T
1.35%
CATERPILLAR
1.33%
CISCO-T
1.23%
ABBVIE
1.22%
BK OF AMERICA CO
1.20%
CHEVRON TEXACO
1.20%
PROCTERGAMBLE
1.20%
HOME DEPOT
1.16%
US5128073062
1.15%
Frequently asked questions about IWD and SCHV
How have the IWD and SCHV ETFs performed in 2026?
As of June 15, 2026, IWD is up 16.7% year-to-date (YTD), while SCHV has returned 17.95%. 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 -$3.37B in flows, compared to -$766M for SCHV.
Which ETF is more volatile: IWD or SCHV?
Over the past year, IWD had a volatility of 11.28%, while SCHV experienced 11.18%.
Which ETF is bigger: IWD or SCHV?
As of June 15, 2026, IWD holds $77.28 B in assets under management (AUM), while SCHV manages $15.88 B.
What sectors do the IWD and SCHV ETFs invest in?
IWD leans toward sectors like Financials, Information Technology and Industrials. 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 867 securities with 25.46% of its assets in the top 15. SCHV has 552 securities and a top 15 weight of 24.88%.
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Latest news about IWD & SCHV
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