Data as of Oct 28, 2026.
IWF vs SCHX: Differences, Returns & Fees
Over the year to Oct 28, 2026, IWF returned +0.9% to SCHX's +13.1%; 54% of their weight is in the same names.
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Net assets: $124.7bn on Oct 27, 2026 for iShares Russell 1000 Growth ETF, and $74.2bn on Aug 31, 2026 for Schwab U.S. Large-Cap ETF.
Pair scorecard
SCHX costs 0.15 points a year less; their one-year returns differ by 12.2 points.
| Measure | IWF | SCHX |
|---|---|---|
| Return | ||
| Total return, 1 year | +0.9% | +13.1% |
| Drawdown | ||
| Below its high | 4.8%, high on Oct 6, 2026 | |
| Benchmark | ||
| What it tracks | Russell 1000 Growth Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| Cost and size | ||
| Expense ratio | 0.18% | 0.03% |
| Net assets, IWF as of Oct 27, 2026 and SCHX as of Aug 31, 2026 | $124.7bn | $74.2bn |
| Holdings | ||
| Holdings in common | 54% | |
| Top ten holdings, share of the fund | 57.5% | 36.0% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
Risk and return
Nov 13, 2009 to Oct 23, 2026 · 884 weekly returnsEach against its own benchmark: IWF against VONG, Oct 1, 2010 to Oct 23, 2026; SCHX against IVV, Nov 13, 2009 to Oct 23, 2026.
IWF returned more: +1,080.5% to +831.5%. SCHX swung slightly less: 16.2% to 17.9%. IWF and SCHX fell about the same at their worst: −32.5% and −32.3%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | IWF | SCHX | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,080.5% | +831.5% | IWF | Price change plus distributions, reinvested. |
| Annualized | +15.6% | +14.0% | IWF | Total return as a yearly rate. |
| Price return | +884.2% | +597.2% | IWF | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 17.9% | 16.2% | SCHX (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 12.1% | 11.2% | SCHX (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −32.5% | −32.3% | Tie | Deepest fall from a high to the low after it. |
| Upside capture | 99.8% | 100.5% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 100.1% | 100.5% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 1.00 | 1.01 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 1.00 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.82 | 0.80 | IWF (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 1.21 | 1.16 | IWF (slight) | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.149 | 0.129 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.48 | 0.43 | IWF (slight) | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | VONG | IVV | The ETF each fund is measured against. | |
| Alpha | −0.1% a year | −0.1% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | −0.58 | −0.62 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −0.6% to +0.3% | −0.6% to +0.3% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | −0.11 | −0.05 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 1.0% | 0.9% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 884 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IWF and SCHX hold 54% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
54% in common
Only in one fund ↓
Side by side
IWF and SCHX on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IWF and SCHX do different jobs. What does each one do in a portfolio?
- What each follows. IWF follows Russell 1000 Growth Index and SCHX follows Dow Jones U.S. Large-Cap Total Stock Market Index.
- One-year total return. Over 1 year to Oct 28, 2026 IWF returned +0.9% and SCHX +13.1% with distributions reinvested, a gap of 12.2 points.
- Cost. IWF charges 0.18% of assets a year and SCHX 0.03%, a gap of 0.15 points.
Data as of Oct 28, 2026.
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IWF
IWF tracks the Russell 1000 growth. Over the year to Oct 28, 2026 it returned +0.9% with distributions reinvested, against +1.1% for its benchmark, the Russell 1000 Growth Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 374 positions, with the top ten at 57.5%. It sat 4.8% below its high of Oct 6, 2026 on Oct 28, 2026.
SCHX
SCHX tracks an index of U.S. Large-Cap. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 747 positions, with the top ten at 36.0%.
Questions people ask
- Which returned more over the last year, IWF or SCHX?
- In the year to Oct 28, 2026, with distributions reinvested, IWF returned +0.9% and SCHX +13.1%.
- Which is cheaper, IWF or SCHX?
- SCHX 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.
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ETFIQ, IWF against SCHX, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwf-vs-schx
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