SCHMvsIWRETF Comparison
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Schwab U.S. Mid-Cap ETF (SCHM) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. SCHM's top 3 sector exposures are Technology, Finance and Industrials. In contrast, IWR's top sector exposures are Finance, Technology and Industrials. SCHM is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.18% for IWR. SCHM is up 16.02% year-to-date (YTD) with +$274M in YTD flows. IWR performs worse with 14.51% YTD performance, and +$2.83B 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.
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SCHM vs IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHM IWR | -4.60%-0.48% | +2.18%+5.53% | +16.02%+14.51% | +23.10%+18.55% | +47.03%+50.48% | +43.77%+47.35% |
| Flows | SCHM IWR | +$72M-$672M | -$63M+$619M | +$274M+$2.83B | +$211M+$4.93B | -$8M+$10.57B | +$1.01B+$12.05B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHM IWR | +18.10%+12.40% | +16.72%+13.74% | +18.07%+15.92% | +19.78%+18.25% |
| Max drawdown | SCHM IWR | -7.29%-2.88% | -9.30%-8.16% | -23.35%-21.08% | -26.40%-26.20% |
| Max drawdown duration | SCHM IWR | 31d16d | 46d49d | 283d239d | 855d854d |
Trading data
SCHM | IWR | |
Last sale 8/3/2026 at 1:30 PM | $35.27 | $111.08 |
| Previous close 07/31/2026 | $34.70 | $109.69 |
| Consolidated volume 07/31/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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SCHM | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/3/2026 at 1:30 PM
Live
Closed
SCHM | IWR | |
|---|---|---|
| Last price | $35.27 | $111.08 |
| 1D performance | +1.64% | +1.27% |
| AuM | $14.50 B | $55.94 B |
| E/R | 0.03% | 0.18% |
Characteristics
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 | 495 | 810 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 13, 2011 | July 17, 2001 |
| ESG | No | No |
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Exposure
Countries
SCHM
USA
96.33%
Other
3.67%
IWR
USA
95.61%
Other
4.39%
Sectors
SCHM
Technology
20.21%
Finance
18.39%
Industrials
18.28%
Healthcare
11.01%
Non-Energy Materi.
9.31%
Other
22.8%
IWR
Finance
21.03%
Technology
16.71%
Industrials
15.2%
Healthcare
10.74%
Other
36.32%
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Diversification
SCHM
Total weight of top 15 holdings out of 15
16.66%
IWR
Total weight of top 15 holdings out of 15
7.98%
Top 15 holdings
Data as of June 30, 2026
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%
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%
Frequently asked questions about SCHM and IWR
How have the SCHM and IWR ETFs performed in 2026?
As of July 31, 2026, SCHM is up 16.02% year-to-date (YTD), while IWR has returned 14.51%. 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 +$274M in flows, compared to +$2.83B for IWR.
Which ETF is more volatile: SCHM or IWR?
Over the past year, SCHM had a volatility of 16.72%, while IWR experienced 13.74%.
Which ETF is bigger: SCHM or IWR?
As of July 31, 2026, SCHM holds $14.50 B in assets under management (AUM), while IWR manages $55.94 B.
What sectors do the SCHM and IWR ETFs invest in?
SCHM leans toward sectors like Technology, Finance and Industrials. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the SCHM ETF and IWR ETF?
SCHM top holdings include Sandisk Corp., Bloom Energy Corp. and Coherent Corp.. IWR holds in its top three: Datadog, Inc., Snowflake, Inc. and Royal Caribbean Group.
Which ETF is more diversified: SCHM or IWR?
SCHM holds 496 securities with 16.66% of its assets in the top 15. IWR has 824 securities and a top 15 weight of 7.98%.
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