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SCHA vs IWM

Schwab U.S. Small-Cap ETF vs iShares Russell 2000 ETF

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • SCHA costs 0.15% less per year.
  • IWM is significantly larger than SCHA — larger funds tend to be more liquid and less likely to close.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHAIWM
Annual cost (TER)0.04%0.19%
Fund size (AUM)$22.1B$76.9B
Since20092000
Dividend yield1.05%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+41.8%
CAGR 3Y+19.2%+18.8%
CAGR 5Y+7.2%+6.5%
Sharpe 3Y0.790.75
Volatility 1Y18.08%19.22%
Max drawdown-42.41%-41.13%

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

Similar to SCHA and IWM