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

In the year to Oct 28, 2026, with distributions reinvested, IWO returned +7.9% and SCHB +13.4%.

Which is cheaper, IWO or SCHB?

SCHB is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

IWO vs SCHB: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWO returned +7.9% to SCHB's +13.4%; 2% of their weight is in the same names.

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Net assets: $14.0bn on Oct 27, 2026 for iShares Russell 2000 Growth ETF, and $44.6bn on Aug 31, 2026 for Schwab U.S. Broad Market ETF.

IWO on its own →SCHB on its own →

At a glance

+7.9%

IWO total return, 1 year

+13.4%

SCHB total return, 1 year

0.24%

IWO expense ratio

0.03%

SCHB expense ratio

Pair scorecard

SCHB costs 0.21 points a year less; their one-year returns differ by 5.5 points.

IWO vs SCHB: Differences, Returns & Fees
Measure	IWO	SCHB
Return
Measure	IWO	SCHB
Total return, 1 year	+7.9%	+13.4%
Drawdown
Measure	IWO	SCHB
Below its high	9.9%, high on Aug 14, 2026
Benchmark
Measure	IWO	SCHB
What it tracks	Russell 2000 Growth Index	Dow Jones U.S. Broad Stock Market Index
Cost and size
Measure	IWO	SCHB
Expense ratio	0.24%	0.03%
Net assets, IWO as of Oct 27, 2026 and SCHB as of Aug 31, 2026	$14.0bn	$44.6bn
Holdings
Measure	IWO	SCHB
Holdings in common	2%
Top ten holdings, share of the fund	6.4%	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, IWO and SCHB hold 2% 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

2% in common

Positions both hold · largest shared weight first IWO SCHB

GLAUKOS 0.70% 0.01%

MOOG INC CLASS A 0.68% 0.01%

BRINKER INTERNATIONAL INC 0.57% 0.01%

CYTOKINETICS 0.06% 0.01%

KRYSTAL BIOTECH 0.56% 0.01%

UMB FINANCIAL 0.05% 0.01%

BRIGHTSPRING HEALTH SERVICES INC 0.66% 0.01%

INTERDIGITAL INC 0.58% 0.01%

PRAXIS PRECISION MEDICINES 0.45% 0.01%

PROTAGONIST THERAPEUTICS 0.58% 0.01%

TWIST BIOSCIENCE 0.71% 0.01%

FIRSTCASH HOLDINGS INC 0.51% 0.01%

Only in one fund ↓

Only in IWO

JFROG 0.74%

RYMAN HOSPITALITY PROPERTIES REIT 0.60%

ABERCROMBIE AND FITCH CLASS A 0.50%

CONCENTRA GROUP HOLDINGS PARENT IN 0.32%

PIPER SANDLER COMPANIES 0.31%

BRINKS 0.30%

KINIKSA PHARMACEUTICALS INTERNATIO 0.27%

KULICKE AND SOFFA INDUSTRIES INC 0.27%

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

IWO iShares Russell 2000 Growth 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 Growth Tracks an index of US broad market

Total return, 1 year +7.9% +13.4%

Its benchmark over the same days +8.0% (VTWG) not measured

Gap to its benchmark −0.1 pts vs VTWG not measured

Expense ratio 0.24% 0.03%

Already in the S&P 500 0.0% 88.0%

Holdings 1122 2372

Net assets, IWO as of Oct 27, 2026 and SCHB as of Aug 31, 2026 $14.0bn $44.6bn

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

Alert

About each fund

IWO

IWO tracks the Russell 2000 Growth. Over the year to Oct 28, 2026 it returned +7.9% with distributions reinvested, against +8.0% for its benchmark, the Russell 2000 Growth Index. The prospectus expense ratio is 0.24% 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 1,122 positions, with the top ten at 6.4%. It sat 9.9% 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, IWO or SCHB?: In the year to Oct 28, 2026, with distributions reinvested, IWO returned +7.9% and SCHB +13.4%.
Which is cheaper, IWO or SCHB?: SCHB is cheaper, by 0.21 percentage points a year. That is about $21 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWO and SCHB overlap with the S&P 500?: By their latest filed holdings, 0% of IWO and 88% of SCHB by weight is stocks the S&P 500 already holds.

Other comparisons

IWO vs QUAL IWO vs RDVY IWO vs VIG AVUS vs IWO SCHB vs VBK FTGS vs SCHB MOAT vs SCHB ONEQ vs SCHB

Where to next

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

Sources and dates

IWO filings on SEC EDGAR ↗

IWO prospectus with the expense ratio (SEC) ↗

iShares page for IWO ↗

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

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