Which returned more over the last year, IWM or SCHH?

In the year to Sep 12, 2026, with distributions reinvested, IWM returned +21.2% and SCHH returned +9.8%, so IWM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IWM or SCHH?

IWM charges 0.19% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.

How much do IWM and SCHH overlap with the S&P 500?

By their latest filed holdings, 0% of IWM and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 5% of their books are the same securities at the same weight.

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

ETFIQetfiq.com · independent ETF data

IWM vs SCHH: how they differ

IWM and SCHH hold 5% of their weight in the same names, and IWM returned more over the year.

iShares Russell 2000 ETF and Schwab U.S. REIT ETF.

What they hold in common

By the books each fund has filed, IWM and SCHH hold 5% of their money in the same securities at the same weight.

Positions IWM and SCHH both hold, largest shared weight first
Holding	IWM	SCHH
CareTrust REIT, Inc.	0.28%	0.65%
Ryman Hospitality Properties, Inc.	0.25%	0.52%
Macerich Co. (The)	0.22%	0.44%
Terreno Realty Corp.	0.21%	0.49%
Essential Properties Realty Trust, Inc.	0.20%	0.46%
Kite Realty Group Trust	0.18%	0.42%
Phillips Edison & Co., Inc.	0.17%	0.36%
Outfront Media, Inc.	0.16%	0.33%
Sabra Health Care REIT, Inc.	0.15%	0.36%
COPT Defense Properties	0.13%	0.26%
Tanger, Inc.	0.13%	0.29%
Broadstone Net Lease, Inc.	0.12%	0.27%

Largest positions each one holds and the other does not
Only in IWM	Only in SCHH
Moog, Inc. 0.38%	Welltower Inc 9.64%
Hut 8 Corp. 0.37%	Prologis Inc 8.97%
Viasat, Inc. 0.35%	Equinix Inc 4.89%
BrightSpring Health Services, Inc. 0.35%	Simon Property Group Inc 4.48%
Cytokinetics, Inc. 0.35%	Digital Realty Trust Inc 4.36%
MaxLinear, Inc. 0.34%	American Tower Corp 4.35%
Argan, Inc. 0.34%	Realty Income Corp 4.00%
UMB Financial Corp. 0.33%	Public Storage 3.41%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

IWM and SCHH on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	IWM iShares Russell 2000 ETF	SCHH Schwab U.S. REIT ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	Schwab
What it is	Russell 2000	US REIT
Total return, 1 year	+21.2%	+9.8%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+3.7 pts	−7.7 pts
Expense ratio	0.19%	0.07%
Already in the S&P 500	0.0%	74.0%
Holdings	2014	117

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.

SCHH in plain words

SCHH is an index equity fund tracking the US REIT. Over the year to Sep 11, 2026 it returned +9.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 49.8%. It sat 6.7% below its high of Jul 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IWM or SCHH?: In the year to Sep 12, 2026, with distributions reinvested, IWM returned +21.2% and SCHH returned +9.8%, so IWM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWM or SCHH?: IWM charges 0.19% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.
How much do IWM and SCHH overlap with the S&P 500?: By their latest filed holdings, 0% of IWM and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 5% of their books are the same securities at the same weight.

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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.

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

A comparison is not a recommendation. Standards and sources