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SCHMvsIWRETF Comparison
Schwab U.S. Mid-Cap ETF (SCHM) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. SCHM is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.18% for IWR. SCHM is up 2.68% year-to-date (YTD) with +$180M in YTD flows. IWR performs worse with 0.84% YTD performance, and +$387M in YTD flows. Run a side-by-side ETF comparison of SCHM and IWR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SCHM vs IWR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM IWR | -5.21%-4.58% | +1.78%-0.08% | +2.68%+0.84% | +22.45%+18.81% | +48.95%+51.18% | +29.73%+37.35% |
| Flows | SCHM IWR | +$214M+$658M | +$213M+$689M | +$180M+$387M | +$196M+$4.19B | -$228M+$7.87B | +$1.37B+$10.18B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM IWR | +15.47%+14.02% | +21.24%+19.12% | +17.77%+16.02% | +19.55%+18.22% |
| Max drawdown | SCHM IWR | -6.85%-6.14% | -15.46%-14.39% | -23.35%-21.08% | -26.40%-26.20% |
| Max drawdown duration | SCHM IWR | 15d15d | 46d46d | 283d239d | 855d854d |
SCHM | IWR | |
Last sale 3/13/2026 at 1:30 PM | $30.86 | $97.08 |
| Previous close 03/12/2026 | $30.91 | $97.20 |
| 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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SCHM | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHM | IWR | |
|---|---|---|
| Last price | $30.86 | $97.08 |
| 1D performance | -0.16% | -0.12% |
| AuM | $12.81 B | $47.14 B |
| E/R | 0.04% | 0.18% |
SCHM | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | iShares |
| Benchmark | Dow Jones U.S. Mid-Cap Total Stock Market Index | Russell Midcap Index |
| N° of holdings | 452 | 724 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | July 17, 2001 |
| 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 SCHM and IWR ETFs performed in 2026?
As of March 13, 2026, SCHM is up 2.68% year-to-date (YTD), while IWR has returned 0.84%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: SCHM or IWR?
Year-to-date, the SCHM ETF saw +$180M in flows, compared to +$387M for IWR.
Which ETF is more volatile: SCHM or IWR?
Over the past year, SCHM had a volatility of 21.24%, while IWR experienced 19.12%.
Which ETF is bigger: SCHM or IWR?
As of March 13, 2026, SCHM holds $12.81 B in assets under management (AUM), while IWR manages $47.14 B.
What sectors do the SCHM and IWR ETFs invest in?
SCHM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IWR focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SCHM ETF and IWR ETF?
SCHM top holdings include US80004C2008, CIENA and US19247G1076. IWR holds in its top three: WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON.
Which ETF is more diversified: SCHM or IWR?
SCHM holds 498 securities with 8.79% of its assets in the top 15. IWR has 808 securities and a top 15 weight of 8.71%.
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