Screener
IWB vs SCHA
iShares Russell 1000 ETF vs Schwab U.S. Small-Cap ETF
Key differences
- SCHA costs 0.11% less per year.
- Over the last 3 years, IWB has delivered higher annualized returns.
- IWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWB | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.04% |
| Fund size (AUM) | $46.2B | $22.1B |
| Since | 2000 | 2009 |
| Dividend yield | 0.96% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.3% | +41.0% |
| CAGR 3Y | +22.8% | +19.2% |
| CAGR 5Y | +13.1% | +7.2% |
| Sharpe 3Y | 1.21 | 0.79 |
| Volatility 1Y | 12.07% | 18.08% |
| Max drawdown | -34.60% | -42.41% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IWB and SCHA
Explore further