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SCHA vs IWB

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

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

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

SCHAIWB
Annual cost (TER)0.04%0.15%
Fund size (AUM)$22.1B$46.2B
Since20092000
Dividend yield1.05%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+28.3%
CAGR 3Y+19.2%+22.8%
CAGR 5Y+7.2%+13.1%
Sharpe 3Y0.791.21
Volatility 1Y18.08%12.07%
Max drawdown-42.41%-34.60%

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

Similar to SCHA and IWB