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SCHV vs IWN

Schwab U.S. Large-Cap Value ETF vs iShares Russell 2000 Value ETF

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$15.2B

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • SCHV costs 0.20% less per year.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHVIWN
Annual cost (TER)0.04%0.24%
Fund size (AUM)$15.2B$13.4B
Since20092000
Dividend yield1.85%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+43.7%
CAGR 3Y+18.2%+18.7%
CAGR 5Y+10.2%+6.9%
Sharpe 3Y1.100.77
Volatility 1Y10.69%17.87%
Max drawdown-37.08%-46.08%

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

Similar to SCHV and IWN