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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. SCHV's top 3 sector exposures are Financials, Information Technology and Industrials. In contrast, IWD's top sector exposures are Financials, Industrials and Information Technology. SCHV is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.18% for IWD. SCHV is up 4.87% year-to-date (YTD) with +$162M in YTD flows. IWD performs worse with 3.48% YTD performance, and -$3.55B 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 | -3.63%-3.22% | +4.11%+2.73% | +4.87%+3.48% | +21.05%+19.94% | +57.48%+57.45% | +61.32%+58.83% |
| Flows | SCHV IWD | +$153M+$1.16B | +$211M-$2.98B | +$162M-$3.55B | +$1.02B-$1.54B | +$1.12B-$3.26B | +$1.85B-$2.08B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHV IWD | +10.96%+10.83% | +15.48%+15.67% | +12.85%+13.13% | +14.50%+14.80% |
| Max drawdown | SCHV IWD | -3.71%-3.52% | -11.95%-12.07% | -15.13%-15.64% | -19.73%-19.11% |
| Max drawdown duration | SCHV IWD | 13d10d | 51d52d | 208d213d | 752d700d |
SCHV | IWD | |
Last sale 3/11/2026 at 1:30 PM | $31.04 | $217.58 |
| Previous close 03/11/2026 | $31.09 | $218.07 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SCHV | IWD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHV | IWD | |
|---|---|---|
| Last price | $31.04 | $217.58 |
| 1D performance | -0.16% | -0.22% |
| AuM | $15.07 B | $68.68 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 | 520 | 789 |
| 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
Top 15 holdings
How have the SCHV and IWD ETFs performed in 2026?
As of March 11, 2026, SCHV is up 4.87% year-to-date (YTD), while IWD has returned 3.48%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: SCHV or IWD?
Year-to-date, the SCHV ETF saw +$162M in flows, compared to -$3.55B for IWD.
Which ETF is more volatile: SCHV or IWD?
Over the past year, SCHV had a volatility of 15.48%, while IWD experienced 15.67%.
Which ETF is bigger: SCHV or IWD?
As of March 11, 2026, SCHV holds $15.07 B in assets under management (AUM), while IWD manages $68.68 B.
What sectors do the SCHV and IWD ETFs invest in?
SCHV leans toward sectors like Financials, Information Technology and Industrials. Meanwhile, IWD focuses on Financials, Industrials and Information Technology.
What are the top holdings of the SCHV ETF and IWD ETF?
SCHV top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON. IWD holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and ALPHABET INC-CL.
Which ETF is more diversified: SCHV or IWD?
SCHV holds 553 securities with 24.14% of its assets in the top 15. IWD has 868 securities and a top 15 weight of 24.21%.
ETF Comparison: Schwab U.S. Large-Cap Growth ETF (SCHG) Versus Schwab U.S. Large-Cap Value ETF (SCHV)
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