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

In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and SCHH +8.7%.

Which is cheaper, IWC or SCHH?

SCHH is cheaper, by 0.53 percentage points a year. That is about $53 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 92% of IWC and 74% of SCHH by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWC vs SCHH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWC returned +16.5% to SCHH's +8.7%; 0% of their weight is in the same names.

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Net assets: $1.2bn on Oct 27, 2026 for iShares Micro-Cap ETF, and $11.2bn on Aug 31, 2026 for Schwab U.S. REIT ETF.

IWC on its own →SCHH on its own →

At a glance

+16.5%

IWC total return, 1 year

+8.7%

SCHH total return, 1 year

0.60%

IWC expense ratio

0.07%

SCHH expense ratio

Pair scorecard

SCHH costs 0.53 points a year less; their one-year returns differ by 7.8 points.

IWC vs SCHH: Differences, Returns & Fees
Measure	IWC	SCHH
Return
Measure	IWC	SCHH
Total return, 1 year	+16.5%	+8.7%
Drawdown
Measure	IWC	SCHH
Below its high	9.5%, high on Aug 14, 2026	8.5%, high on Jul 24, 2026
Benchmark
Measure	IWC	SCHH
What it tracks	Russell Microcap Index	US REIT
Cost and size
Measure	IWC	SCHH
Expense ratio	0.60%	0.07%
Net assets, IWC as of Oct 27, 2026 and SCHH as of Aug 31, 2026	$1.2bn	$11.2bn
Holdings
Measure	IWC	SCHH
Holdings in common	0%
Top ten holdings, share of the fund	5.9%	51.6%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, IWC and SCHH hold 0% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWC SCHH

CBL ASSOCIATES PROPERTIES 0.24% 0.06%

CTO REALTY GROWTH 0.18% 0.05%

CHIRON REAL ESTATE INC 0.09% 0.03%

FARMLAND PARTNERS INC 0.10% 0.03%

SITE CENTERS 0.05% 0.01%

Only in one fund ↓

Only in IWC

CAREDX 0.88%

PENGUIN SOLUTIONS INC 0.73%

NURIX THERAPEUTICS 0.63%

SELLAS LIFE SCIENCES GROUP INC 0.60%

VIRIDIAN THERAPEUTICS ORS 0.59%

OUSTER 0.53%

INTERFACE 0.52%

STRIVE INC CLASS A 0.50%

Only in SCHH

Welltower Inc 11.05%

Prologis Inc 8.79%

Simon Property Group Inc 4.59%

Digital Realty Trust Inc 4.54%

Equinix Inc 4.27%

American Tower Corp 4.24%

Realty Income Corp 4.02%

Public Storage 3.62%

Check overlap with more funds →

Side by side

IWC iShares Micro-Cap ETF SCHH Schwab U.S. REIT ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks the Russell Microcap Tracks an index of US REIT

Total return, 1 year +16.5% +8.7%

Its benchmark over the same days +13.3% (IWV) not measured

Gap to its benchmark +3.2 pts vs IWV not measured

Expense ratio 0.60% 0.07%

Already in the S&P 500 91.7% 73.9%

Holdings 1365 117

Net assets, IWC as of Oct 27, 2026 and SCHH as of Aug 31, 2026 $1.2bn $11.2bn

IWC and SCHH on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

SCHH

SCHH tracks an index of US REIT. Over the year to Oct 28, 2026 it returned +8.7% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings filed for Aug 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 51.6%. It sat 8.5% below its high of Jul 24, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWC or SCHH?: In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and SCHH +8.7%.
Which is cheaper, IWC or SCHH?: SCHH is cheaper, by 0.53 percentage points a year. That is about $53 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWC and SCHH overlap with the S&P 500?: By their latest filed holdings, 92% of IWC and 74% of SCHH by weight is stocks the S&P 500 already holds.

Other comparisons

IWC vs IYR IWC vs VNQ IWC vs XLRE IWC vs XLP SCHH vs VTWO IWM vs SCHH SCHH vs VB IJR vs SCHH

Where to next

IWC on its own →SCHH on its own →Hold both: look the portfolio through →Rankings →IWC dividend history →IWC holdings →SCHH dividend history →SCHH holdings →Standards and sources →

Sources and dates

IWC filings on SEC EDGAR ↗

IWC prospectus with the expense ratio (SEC) ↗

iShares page for IWC ↗

SCHH filings on SEC EDGAR ↗

SCHH prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, IWC against SCHH, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwc-vs-schh

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.