Compare · 3 funds side by side · dividends reinvested

IWM, SCHA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

IWM, SCHA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.15%+13.7%+18.2%+20.0%+5.7%−11.2%19.1%$21.7B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · SCHA 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

SCHA

Schwab U.S. Small-Cap ETF · $21.7B$13,171

$10,000 five years ago, dividends reinvested · they hold 66.1% in common

IWMMeasureSCHA

+11.9%Year to dateJan 1 → Nov 6+13.7%

+13.0%1 yearTotal return+18.2%

+19.6%3 years · per year$10,000 became $17,100 · $17,285+20.0%

+5.0%5 years · per year$10,000 became $12,766 · $13,171+5.7%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $115 a year on $10k1.15%

−11.1%Worst dropSmaller is better−11.2%

18.7%VolatilityLower is calmer19.1%

IWMSCHA Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs SCHA: Top 5 Holdings

Today

IWM

1.8%in top 5

SCHA

in top 51.6%

IWMStockSCHA

0.4%GKOS0.3%

0.4%BTSGnot top 5

not top 5HALO0.3%

0.3%UMBFnot top 5

not top 5W0.3%

0.3%EATnot top 5

0.3%RHPnot top 5

not top 5AHR0.3%

not top 5GVMXX0.3%

Held in common66.1%

End-of-day Nov 6, 2026 · share of each fund

IWM vs SCHA Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

SCHASchwab

+5.7%

5 years, per year

IWMSCHAFaded: behind in that period

0–4SCHA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWM vs SCHA

YTD

iSharesIWM

+11.9%

SCHASchwab

+13.7%

+11.9%Year to date+13.7%

−11.1%Worst drop · 1Y−11.2%

18.7%Volatility · 1Y19.1%

1.0%Yield1.1%

$76.6BAssets$21.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, SCHA, IWF

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

IWF0.18%$18

IWM0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWM, SCHA, IWF

1.15%highest, SCHA

FundTrailing yieldYield$10k

SCHA1.15%$115

IWM1.00%$100

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$112most kept, SCHA

SCHA$115 − $3 = $112

IWM$100 − $19 = $81

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWM, SCHA, IWF

Today

66.1%most shared, IWM and SCHA

IWMSCHAIWF

IWM—66.1%0.0%

SCHA66.1%—0.7%

IWF0.0%0.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.2%SCHA, at 19.1% volatility

IWMWorst drop−11.1%18.7% vol

SCHAWorst drop−11.2%19.1% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHAIWM

+13.7%Year to date+11.9%

1.1%Yield1.0%

+18.2%Past year+13.0%

0.03%Fee0.19%

4–0SCHA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026