Compare · 2 funds side by side · dividends reinvested

SCHA and IWM

SCHASchwab×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,025SCHA · best of the two

02 / 04

SCHA and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.10%+18.8%+21.4%+22.2%+7.0%−11.2%18.6%$22.1B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHA 2009 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.1B$14,025

SCHA

IWM

iShares Russell 2000 ETF · $75.8B$13,509

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

SCHAMeasureIWM

+18.8%Year to dateJan 1 → Nov 4+16.2%

+21.4%1 yearTotal return+16.9%

+22.2%3 years · per year$10,000 became $18,236 · $18,002+21.6%

+7.0%5 years · per year$10,000 became $14,025 · $13,509+6.2%

0.03%Expense ratio$3 · $19 a year on $10k · lower is better0.19%

1.10%Trailing 12-mo yield$110 · $96 a year on $10k0.96%

−11.2%Worst dropSmaller is better−11.1%

18.6%VolatilityLower is calmer18.2%

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

6–2SCHA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHA vs IWM: Top 5 Holdings

Today

SCHA

1.6%in top 5

IWM

in top 51.9%

SCHAStockIWM

0.3%GKOS0.5%

not top 5BTSG0.4%

0.4%HALOnot top 5

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

0.3%Wnot top 5

0.3%BMNRnot top 5

0.3%AHRnot top 5

Held in common66.1%

End-of-day Nov 4, 2026 · share of each fund

SCHA vs IWM Returns, Every Period

SchwabSCHA

+7.0%

5 years, per year

IWMiShares

+6.2%

5 years, per year

SCHAIWMFaded: behind in that period

4–0SCHA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHA vs IWM

YTD

SchwabSCHA

+18.8%

IWMiShares

+16.2%

+18.8%Year to date+16.2%

−11.2%Worst drop · 1Y−11.1%

18.6%Volatility · 1Y18.2%

1.1%Yield1.0%

$22.1BAssets$75.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHA, IWM

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

IWM0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHA, IWM

1.10%highest, SCHA

FundTrailing yieldYield$10k

SCHA1.10%$110

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, SCHA

SCHA$110 − $3 = $107

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHA, IWM

Today

66.1%most shared, SCHA and IWM

SCHAIWM

SCHA—66.1%

IWM66.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.4%SCHA, at 18.6% volatility

IWMWorst drop−11.1%18.2% vol

SCHAWorst drop−11.2%18.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHAIWM

+18.8%Year to date+16.2%

1.1%Yield1.0%

+21.4%Past year+16.9%

0.03%Fee0.19%

4–0SCHA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026