Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWM vs SCHB: how they differ
IWM and SCHB are both equity index funds, and over the year IWM returned more, +21.2% against +17.2%.
iShares Russell 2000 ETF and Schwab U.S. Broad Market ETF.
| IWM iShares Russell 2000 ETF | SCHB Schwab U.S. Broad Market ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Schwab |
| What it is | Russell 2000 | US broad market, book from ITOT |
| Total return, 1 year | +21.2% | +17.2% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +3.7 pts | −0.3 pts |
| Expense ratio | 0.19% | not published |
| Holdings | 2014 | not filed |
IWM in plain words
IWM is an index equity fund tracking the Russell 2000. Over the year to Sep 11, 2026 it returned +21.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.
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, IWM or SCHB?
- In the year to Sep 12, 2026, with distributions reinvested, IWM returned +21.2% and SCHB returned +17.2%, so IWM returned more. One year is one year; the longer windows are in the table.
Other comparisons
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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.
Cite this page. ETFIQ, IWM against SCHB, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWM-SCHB Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources