Which returned more over the last year, IWR or SCHM?

In the year to Oct 20, 2026, with distributions reinvested, IWR returned +15.1% and SCHM +17.6%.

Which is cheaper, IWR or SCHM?

SCHM 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.

How much do IWR and SCHM overlap with the S&P 500?

By their latest filed holdings, 62% of IWR and 30% of SCHM by weight is stocks the S&P 500 already holds.

Share on X Download as PDF

Compare their flows Ask IQ about these two funds

IWR vs SCHM: Differences, Returns & Fees

IWR and SCHM hold 29% of their weight in the same names, and SCHM returned +17.6% over the year. Net assets: $57.0bn on Oct 20, 2026 for iShares Russell Mid-Cap ETF, and $14.6bn on May 31, 2026 for Schwab U.S. Mid-Cap ETF.

Ask IQ about this page

Ask IQ about IWR and SCHM

Answers cite the figures on this page.

SCHM costs 0.15 points a year less; their one-year returns differ by 2.5 points; IWR is 3.4 times larger.

IWR vs SCHM: Differences, Returns & Fees
	IWR	SCHM
Expense ratio	0.18%	0.03%
Net assets, as of Feb 28, 2025	$39.1bn	$11.3bn
Total return, 1 year	+15.1%	+17.6%
What it tracks	Russell Midcap Index	Dow Jones U.S. Mid-Cap Total Stock Market Index
Holdings in common	29%
Top ten holdings, share of the fund	6.8%	13.3%
Below its high	4.3%, high on Aug 14, 2026	5.8%, high on Jun 30, 2026

Holdings in common uses holdings dated May 31, 2026 and Oct 19, 2026.

+15.1%

IWR total return, 1 year

+17.6%

SCHM total return, 1 year

0.18%

IWR expense ratio

0.03%

SCHM expense ratio

What they hold in common

By the books each fund has filed, IWR and SCHM hold 29% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Oct 19, 2026.

50%

half

29% in common

Positions both hold, largest shared weight first

Holding IWR SCHM

LUMENTUM HOLDINGS 0.48% 1.13%

COHERENT 0.32% 1.26%

MODERNA 0.61% 0.30%

TWILIO CLASS A 0.28% 0.54%

REVOLUTION MEDICINES 0.26% 0.57%

CENTENE CORP 0.25% 0.52%

STEEL DYNAMICS INC 0.25% 0.66%

FLEX LTD 0.24% 1.03%

OKTA CLASS A 0.23% 0.39%

TECHNIPFMC PLC 0.20% 0.51%

ATI 0.19% 0.44%

F5 0.19% 0.40%

Only in IWR

MARATHON PETROLEUM 1.04%

PHILLIPS 66 0.87%

SNOWFLAKE 0.79%

CLOUDFLARE CLASS A 0.71%

DATADOG INC CLASS A 0.64%

HEWLETT PACKARD ENTERPRISE 0.55%

ROBINHOOD MARKETS CLASS A 0.55%

ROYAL CARIBBEAN GROUP 0.53%

Only in SCHM

Sandisk Corp 4.64%

Ciena Corp 1.51%

Bloom Energy Corp 1.36%

Casey's General Stores Inc 0.53%

Reliance Inc 0.37%

WP Carey Inc 0.30%

Kimco Realty Corp 0.30%

Annaly Capital Management Inc 0.29%

Check overlap with more funds →

On the same fields

IWR

iShares Russell Mid-Cap ETF

SCHM

Schwab U.S. Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks an index Tracks an index

Total return, 1 year +15.1% +17.6%

Its benchmark over the same days +15.0% (IWV) +15.9% (VOO)

Gap to its benchmark +0.1 pts vs IWV +1.7 pts vs VOO

Expense ratio 0.18% 0.03%

Already in the S&P 500 61.6% 30.3%

Holdings 825 496

Net assets, IWR as of Oct 20, 2026 and SCHM as of May 31, 2026 $57.0bn $14.6bn

IWR and SCHM on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About IWR

IWR tracks an index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 19, 2026, 62% of the fund by weight is stocks the S&P 500 also holds, across 825 positions, with the top ten at 6.8%. It sat 4.3% below its high of Aug 14, 2026 on Oct 20, 2026.

Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.

About SCHM

SCHM tracks an index. Over the year to Oct 20, 2026 it returned +17.6% with distributions reinvested, against +15.9% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 496 positions, with the top ten at 13.3%. It sat 5.8% below its high of Jun 30, 2026 on Oct 20, 2026.

Questions people ask

Which returned more over the last year, IWR or SCHM?: In the year to Oct 20, 2026, with distributions reinvested, IWR returned +15.1% and SCHM +17.6%.
Which is cheaper, IWR or SCHM?: SCHM 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.
How much do IWR and SCHM overlap with the S&P 500?: By their latest filed holdings, 62% of IWR and 30% of SCHM by weight is stocks the S&P 500 already holds.

Other comparisons

IWR vs MOAT IWR vs SPMD IWR vs MDY FMDE vs IWR SCHM vs VO SCHM vs VXF SCHM vs SPMD SCHM vs SPTM

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

Where these figures came from

IWR filings on SEC EDGAR ↗IWR prospectus with the expense ratio (SEC) ↗iShares page for IWR ↗SCHM filings on SEC EDGAR ↗SCHM prospectus with the expense ratio (SEC) ↗Schwab website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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, IWR against SCHM, data as of Oct 20, 2026. https://etfiq.com/compare/any/iwr-vs-schm

Open data

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