SCHVvsIWDETF Comparison
Schwab U.S. Large-Cap Value ETF (SCHV) and iShares Russell 1000 Value ETF (IWD) belong to the same industry segment: US Large Cap Value. Both ETFs have the same top 3 sector exposures: Financials, Information Technology and Industrials. SCHV is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.18% for IWD. SCHV is up 17.3% year-to-date (YTD) with -$768M in YTD flows. IWD performs worse with 15.96% YTD performance, and -$3.36B in YTD flows. Run a side-by-side ETF comparison of SCHV and IWD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SCHV vs IWD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHV IWD | +5.98%+4.42% | +13.43%+13.42% | +17.30%+15.96% | +30.28%+30.14% | +66.87%+64.98% | +74.43%+72.77% |
| Flows | SCHV IWD | -$256M+$259M | -$924M-$1.51B | -$768M-$3.36B | +$5M-$746M | +$461M-$1.96B | +$790M-$3.99B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHV IWD | +13.49%+13.28% | +11.17%+11.30% | +12.86%+13.08% | +14.62%+14.89% |
| Max drawdown | SCHV IWD | -2.42%-2.55% | -6.83%-6.81% | -15.13%-15.64% | -19.73%-19.11% |
| Max drawdown duration | SCHV IWD | 7d6d | 49d43d | 208d213d | 752d700d |
SCHV | IWD | |
Last sale 6/18/2026 at 1:30 PM | $34.56 | $242.18 |
| Previous close 06/18/2026 | $34.37 | $240.38 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SCHV | IWD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHV | IWD | |
|---|---|---|
| Last price | $34.56 | $242.18 |
| 1D performance | +0.55% | +0.75% |
| AuM | $15.79 B | $76.81 B |
| E/R | 0.04% | 0.18% |
SCHV | IWD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | iShares |
| Benchmark | Dow Jones U.S. Large-Cap Value Total Stock Market Index | Russell 1000 Value Index |
| N° of holdings | 517 | 784 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 11, 2009 | May 22, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
