Data as of Oct 28, 2026.
IWD vs SCHB: Differences, Returns & Fees
Over the year to Oct 28, 2026, IWD returned +27.5% to SCHB's +13.4%; 55% of their weight is in the same names.
askIQ about this page
askIQ about IWD and SCHB
Net assets: $83.0bn on Oct 27, 2026 for iShares Russell 1000 Value ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.
Pair scorecard
SCHB costs 0.15 points a year less; their one-year returns differ by 14.1 points.
| Measure | IWD | SCHB |
|---|---|---|
| Return | ||
| Total return, 1 year | +27.5% | +13.4% |
| Benchmark | ||
| What it tracks | Russell 1000 Value Index | Dow Jones U.S. Broad Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.18% | 0.03% |
| Net assets, IWD as of Oct 27, 2026 and SCHB as of Aug 31, 2026 | $83.0bn | $44.6bn |
| Holdings | ||
| Holdings in common | 55% | |
| Top ten holdings, share of the fund | 29.6% | 33.7% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, IWD and SCHB hold 55% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
55% in common
Only in one fund ↓
Side by side
IWD and SCHB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IWD and SCHB do different jobs. What does each one do in a portfolio?
- What each follows. IWD follows Russell 1000 Value Index and SCHB follows Dow Jones U.S. Broad Stock Market Index.
- One-year total return. Over 1 year to Oct 28, 2026 IWD returned +27.5% and SCHB +13.4% with distributions reinvested, a gap of 14.1 points.
- Cost. IWD charges 0.18% of assets a year and SCHB 0.03%, a gap of 0.15 points.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
IWD
IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.
SCHB
SCHB tracks an index of US broad market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,372 positions, with the top ten at 33.7%.
Questions people ask
- Which returned more over the last year, IWD or SCHB?
- In the year to Oct 28, 2026, with distributions reinvested, IWD returned +27.5% and SCHB +13.4%.
- Which is cheaper, IWD or SCHB?
- SCHB is cheaper, by 0.15 percentage points a year. That is about $15 on $10,000 held for a year. Fees come from each fund's prospectus.
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.
Cite this pageCitation, APA and Markdown
ETFIQ, IWD against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwd-vs-schb
ETFIQ. (Oct 28, 2026). IWD against SCHB. Retrieved from https://etfiq.com/compare/any/iwd-vs-schb
[IWD against SCHB (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/iwd-vs-schb)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.