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SCHK vs IWM

Schwab 1000 ETF vs iShares Russell 2000 ETF

SCHK

Schwab 1000 ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$5.3B

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • SCHK costs 0.16% less per year.
  • IWM is significantly larger than SCHK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHK has delivered higher annualized returns.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHKIWM
Annual cost (TER)0.03%0.19%
Fund size (AUM)$5.3B$76.9B
Since20172000
Dividend yield1.06%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+41.8%
CAGR 3Y+23.1%+18.8%
CAGR 5Y+13.3%+6.5%
Sharpe 3Y1.220.75
Volatility 1Y12.30%19.22%
Max drawdown-34.80%-41.13%

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

Similar to SCHK and IWM