IWRvsSCHMETF Comparison
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iShares Russell Mid-Cap ETF (IWR) and Schwab U.S. Mid-Cap ETF (SCHM) belong to the same industry segment: US Mid Cap. IWR's top 3 sector exposures are Finance, Technology and Industrials. In contrast, SCHM's top sector exposures are Technology, Finance and Industrials. IWR is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.03% for SCHM. IWR is up 14.15% year-to-date (YTD) with +$2.84B in YTD flows. SCHM performs better with 17% YTD performance, and +$240M in YTD flows. Run a side-by-side ETF comparison of IWR and SCHM 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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IWR vs SCHM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR SCHM | +0.73%-2.25% | +5.62%+3.97% | +14.15%+17.00% | +16.88%+22.60% | +50.95%+49.84% | +47.23%+45.49% |
| Flows | IWR SCHM | -$620M+$81M | +$884M-$87M | +$2.84B+$240M | +$4.96B+$161M | +$10.57B+$53M | +$12.08B+$989M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR SCHM | +12.80%+17.99% | +13.72%+16.56% | +15.92%+18.02% | +18.24%+19.75% |
| Max drawdown | IWR SCHM | -2.88%-5.62% | -8.16%-9.30% | -21.08%-23.35% | -26.20%-26.40% |
| Max drawdown duration | IWR SCHM | 16d24d | 49d46d | 239d283d | 854d855d |
Trading data
IWR | SCHM | |
Last sale 7/27/2026 at 1:30 PM | $109.98 | $34.97 |
| Previous close 07/24/2026 | $109.36 | $34.99 |
| Consolidated volume 07/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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IWR | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/27/2026 at 1:30 PM
Live
Closed
IWR | SCHM | |
|---|---|---|
| Last price | $109.98 | $34.97 |
| 1D performance | +0.57% | -0.06% |
| AuM | $55.78 B | $14.58 B |
| E/R | 0.18% | 0.03% |
Characteristics
IWR | SCHM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Schwab ETFs |
| Benchmark | Russell Midcap Index | Dow Jones U.S. Mid-Cap Total Stock Market Index |
| N° of holdings | 810 | 495 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | January 13, 2011 |
| ESG | No | No |
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Exposure
Countries
IWR
USA
95.61%
Other
4.39%
SCHM
USA
96.33%
Other
3.67%
Sectors
IWR
Finance
21.03%
Technology
16.71%
Industrials
15.2%
Healthcare
10.74%
Other
36.32%
SCHM
Technology
20.21%
Finance
18.39%
Industrials
18.28%
Healthcare
11.01%
Non-Energy Materi.
9.31%
Other
22.8%
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Diversification
IWR
Total weight of top 15 holdings out of 15
7.98%
SCHM
Total weight of top 15 holdings out of 15
16.66%
Top 15 holdings
Data as of June 30, 2026
IWR
Datadog, Inc.
0.62%
Snowflake, Inc.
0.61%
Royal Caribbean Group
0.58%
Cloudflare, Inc.
0.56%
Robinhood Markets, Inc.
0.56%
Teradyne, Inc.
0.55%
Marathon Petroleum Corp.
0.54%
Astera Labs, Inc.
0.53%
Simon Property Group, Inc.
0.52%
United Rentals, Inc.
0.51%
Coherent Corp.
0.50%
Comfort Systems USA, Inc.
0.50%
Phillips 66
0.49%
Warner Bros. Discovery, Inc.
0.46%
Digital Realty Trust, Inc.
0.45%
SCHM
Sandisk Corp.
5.23%
Bloom Energy Corp.
1.58%
Coherent Corp.
1.43%
Ciena Corp.
1.21%
Lumentum Holdings, Inc.
1.20%
Flex Ltd.
1.03%
Revolution Medicines, Inc.
0.63%
Steel Dynamics, Inc.
0.60%
Tapestry, Inc.
0.56%
Centene Corp.
0.55%
Casey's General Stores, Inc.
0.55%
Carpenter Technology Corp.
0.53%
Twilio, Inc.
0.53%
Curtiss-Wright Corp.
0.52%
FTAI Aviation Ltd.
0.51%
Frequently asked questions about IWR and SCHM
How have the IWR and SCHM ETFs performed in 2026?
As of July 24, 2026, IWR is up 14.15% year-to-date (YTD), while SCHM has returned 17%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or SCHM?
Year-to-date, the IWR ETF saw +$2.84B in flows, compared to +$240M for SCHM.
Which ETF is more volatile: IWR or SCHM?
Over the past year, IWR had a volatility of 13.72%, while SCHM experienced 16.56%.
Which ETF is bigger: IWR or SCHM?
As of July 24, 2026, IWR holds $55.78 B in assets under management (AUM), while SCHM manages $14.58 B.
What sectors do the IWR and SCHM ETFs invest in?
IWR leans toward sectors like Finance, Technology and Industrials. Meanwhile, SCHM focuses on Technology, Finance and Industrials.
What are the top holdings of the IWR ETF and SCHM ETF?
IWR top holdings include Datadog, Inc., Snowflake, Inc. and Royal Caribbean Group. SCHM holds in its top three: Sandisk Corp., Bloom Energy Corp. and Coherent Corp..
Which ETF is more diversified: IWR or SCHM?
IWR holds 824 securities with 7.98% of its assets in the top 15. SCHM has 496 securities and a top 15 weight of 16.66%.
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