Which returned more over the last year, IWD or SCHB?

In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and SCHB returned +17.2%, so IWD returned more. One year is one year; the longer windows are in the table.

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

ETFIQetfiq.com · independent ETF data

IWD vs SCHB: how they differ

IWD and SCHB are both equity index funds, and over the year IWD returned more, +27.4% against +17.2%.

iShares Russell 1000 Value ETF and Schwab U.S. Broad Market ETF.

IWD and SCHB on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	IWD iShares Russell 1000 Value ETF	SCHB Schwab U.S. Broad Market ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	Schwab
What it is	Russell 1000 value	US broad market, book from ITOT
Total return, 1 year	+27.4%	+17.2%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+9.9 pts	−0.3 pts
Expense ratio	0.18%	not published
Holdings	870	not filed

IWD in plain words

IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 870 positions, with the top ten at 27.9%.

SCHB in plain words

SCHB is an index equity fund tracking the US broad market. Over the year to Sep 11, 2026 it returned +17.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100.

Questions people ask

Which returned more over the last year, IWD or SCHB?: In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and SCHB returned +17.2%, so IWD 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.

IWD against SCHB, 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, IWD against SCHB, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWD-SCHB Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources