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IWB vs SCHX

iShares Russell 1000 ETF vs Schwab U.S. Large-Cap ETF

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

  • SCHX costs 0.12% less per year.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWBSCHX
Annual cost (TER)0.15%0.03%
Fund size (AUM)$46.2B$68.2B
Since20002009
Dividend yield0.96%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.3%+28.6%
CAGR 3Y+22.8%+23.2%
CAGR 5Y+13.1%+13.4%
Sharpe 3Y1.211.23
Volatility 1Y12.07%12.16%
Max drawdown-34.60%-34.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWB and SCHX