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

In the year to Sep 12, 2026, with distributions reinvested, IWO returned +17.0% and SCHH returned +9.8%, so IWO returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IWO or SCHH?

IWO charges 0.24% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IWO and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 1% 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

IWO vs SCHH: how they differ

IWO and SCHH hold 1% of their weight in the same names, and IWO returned more over the year.

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

What they hold in common

By the books each fund has filed, IWO and SCHH hold 1% of their money in the same securities at the same weight.

Positions IWO and SCHH both hold, largest shared weight first
Holding	IWO	SCHH
Ryman Hospitality Properties, Inc.	0.48%	0.52%
Outfront Media, Inc.	0.32%	0.33%
Tanger, Inc.	0.22%	0.29%
DiamondRock Hospitality Co.	0.10%	0.16%
Sunstone Hotel Investors, Inc.	0.08%	0.15%
CBL & Associates Properties, Inc.	0.06%	0.05%
Alexander's, Inc.	0.04%	0.04%
NETSTREIT Corp.	0.03%	0.14%
Xenia Hotels & Resorts, Inc.	0.02%	0.12%
Gladstone Commercial Corp.	0.01%	0.04%
UMH Properties, Inc.	0.01%	0.09%

Largest positions each one holds and the other does not
Only in IWO	Only in SCHH
Moog, Inc. 0.73%	Welltower Inc 9.64%
BrightSpring Health Services, Inc. 0.68%	Prologis Inc 8.97%
MaxLinear, Inc. 0.67%	Equinix Inc 4.89%
Argan, Inc. 0.66%	Simon Property Group Inc 4.48%
JFrog Ltd. 0.60%	Digital Realty Trust Inc 4.36%
Krystal Biotech, Inc. 0.58%	American Tower Corp 4.35%
ESCO Technologies, Inc. 0.56%	Realty Income Corp 4.00%
FirstCash Holdings, Inc. 0.54%	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.

IWO and SCHH on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	IWO iShares Russell 2000 Growth ETF	SCHH Schwab U.S. REIT ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	Schwab
What it is	Russell 2000 Growth	US REIT
Total return, 1 year	+17.0%	+9.8%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−0.5 pts	−7.7 pts
Expense ratio	0.24%	0.07%
Already in the S&P 500	0.0%	74.0%
Holdings	1133	117

IWO in plain words

IWO is an index equity fund tracking the Russell 2000 Growth. Over the year to Sep 11, 2026 it returned +17.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.24% 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 1133 positions, with the top ten at 6.1%. It sat 7.1% 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, IWO or SCHH?: In the year to Sep 12, 2026, with distributions reinvested, IWO returned +17.0% and SCHH returned +9.8%, so IWO returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWO or SCHH?: IWO charges 0.24% a year and SCHH charges 0.07%, so SCHH is cheaper. Fees come from each fund's prospectus.
How much do IWO and SCHH overlap with the S&P 500?: By their latest filed holdings, 0% of IWO and 74% of SCHH by weight is stocks the S&P 500 already holds. Between the two funds, 1% 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.

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

A comparison is not a recommendation. Standards and sources