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

In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SCHB +13.4%.

Which is cheaper, IWM or SCHB?

SCHB is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IWM and 88% of SCHB by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWM vs SCHB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWM returned +14.1% to SCHB's +13.4%; 3% of their weight is in the same names.

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Net assets: $75.5bn on Oct 27, 2026 for iShares Russell 2000 ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.

IWM on its own →SCHB on its own →

At a glance

+14.1%

IWM total return, 1 year

+13.4%

SCHB total return, 1 year

0.19%

IWM expense ratio

0.03%

SCHB expense ratio

Pair scorecard

SCHB costs 0.16 points a year less; their one-year returns differ by 0.7 points.

IWM vs SCHB: Differences, Returns & Fees
Measure	IWM	SCHB
Return
Measure	IWM	SCHB
Total return, 1 year	+14.1%	+13.4%
Drawdown
Measure	IWM	SCHB
Below its high	7.6%, high on Aug 14, 2026
Benchmark
Measure	IWM	SCHB
What it tracks	Russell 2000 Index	Dow Jones U.S. Broad Stock Market Index
Cost and size
Measure	IWM	SCHB
Expense ratio	0.19%	0.03%
Net assets, IWM as of Oct 27, 2026 and SCHB as of Aug 31, 2026	$75.5bn	$44.6bn
Holdings
Measure	IWM	SCHB
Holdings in common	3%
Top ten holdings, share of the fund	3.3%	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, IWM and SCHB hold 3% 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

3% in common

Positions both hold · largest shared weight first IWM SCHB

GLAUKOS 0.35% 0.01%

MOOG INC CLASS A 0.34% 0.01%

BRINKER INTERNATIONAL INC 0.29% 0.01%

CYTOKINETICS 0.28% 0.01%

JACKSON FINANCIAL CLASS A 0.29% 0.01%

KRYSTAL BIOTECH 0.28% 0.01%

UMB FINANCIAL 0.33% 0.01%

BRIGHTSPRING HEALTH SERVICES INC 0.33% 0.01%

CARETRUST REIT 0.29% 0.01%

INTERDIGITAL INC 0.29% 0.01%

PRAXIS PRECISION MEDICINES 0.23% 0.01%

PROTAGONIST THERAPEUTICS 0.29% 0.01%

Only in one fund ↓

Only in IWM

JFROG 0.37%

RYMAN HOSPITALITY PROPERTIES REIT 0.30%

OLD NATIONAL BANCORP 0.29%

ABERCROMBIE AND FITCH CLASS A 0.25%

MACERICH REIT 0.24%

HUT CORP 0.23%

TERRENO REALTY REIT 0.23%

VALLEY NATIONAL 0.23%

Only in SCHB

NVIDIA Corp 7.20%

Apple Inc 6.27%

Microsoft Corp 5.08%

Amazon.com Inc 3.42%

Alphabet Inc 2.68%

Broadcom Inc 2.36%

Alphabet Inc 2.13%

Meta Platforms Inc 1.69%

Check overlap with more funds →

Side by side

IWM iShares Russell 2000 ETF SCHB Schwab U.S. Broad Market ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks the Russell 2000 Tracks an index of US broad market

Total return, 1 year +14.1% +13.4%

Its benchmark over the same days +14.3% (VTWO) not measured

Gap to its benchmark −0.2 pts vs VTWO not measured

Expense ratio 0.19% 0.03%

Already in the S&P 500 0.0% 88.0%

Holdings 1977 2372

Net assets, IWM as of Oct 27, 2026 and SCHB as of Aug 31, 2026 $75.5bn $44.6bn

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

Alert

About each fund

IWM

IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

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, IWM or SCHB?: In the year to Oct 28, 2026, with distributions reinvested, IWM returned +14.1% and SCHB +13.4%.
Which is cheaper, IWM or SCHB?: SCHB is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWM and SCHB overlap with the S&P 500?: By their latest filed holdings, 0% of IWM and 88% of SCHB by weight is stocks the S&P 500 already holds.

Other comparisons

IWM vs VIG IWM vs XLG IWM vs SPYM GRNY vs IWM SCHA vs SCHB IJR vs SCHB SCHB vs VB SCHB vs VTWO

Where to next

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

Sources and dates

IWM filings on SEC EDGAR ↗

IWM prospectus with the expense ratio (SEC) ↗

iShares page for IWM ↗

SCHB filings on SEC EDGAR ↗

SCHB 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.

Cite this pageCitation, APA and Markdown

ETFIQ, IWM against SCHB, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwm-vs-schb

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