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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWC vs SCHD: how they differ

IWC and SCHD are both equity index funds, and over the year IWC returned more, +31.3% against +27.6%.

iShares Micro-Cap ETF and Schwab U.S. Dividend Equity ETF.

IWC and SCHD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IWC
iShares Micro-Cap ETF
SCHD
Schwab U.S. Dividend Equity ETF
Where it sitsCore index fundCore index fund
IssueriSharesSchwab
What it isRussell MicrocapUS dividend
Total return, 1 year+31.3%+27.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+13.8 pts+10.1 pts
Expense rationot published0.06%
Holdingsnot filed99

IWC in plain words

IWC is an index equity fund tracking the Russell Microcap. Over the year to Sep 11, 2026 it returned +31.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. It sat 5.0% below its high of Aug 14, 2026 on Sep 11, 2026.

SCHD in plain words

SCHD is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +27.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%. It sat 3.1% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IWC or SCHD?
In the year to Sep 12, 2026, with distributions reinvested, IWC returned +31.3% and SCHD returned +27.6%, so IWC returned more. One year is one year; the longer windows are in the table.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IWC against SCHD, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IWC against SCHD, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWC-SCHD Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources