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IWN vs SCHV

iShares Russell 2000 Value ETF

IWNBNYSE Arca

Schwab U.S. Large-Cap Value ETF

SCHVANYSE Arca

Overlap

Expense ratio

SCHV −0.20pt a year

IWN0.24%SCHV0.04%

Avg volume · 30D

SCHV 5.0×the volume

IWN628KSCHV3.17M

10Y return · a year

SCHV +1.8pt

IWN+9.8%SCHV+11.6%

IWN vs SCHV Performance

Oct 29, 2021 – Oct 30, 2026

+41.9%IWN+63.8%SCHV

Oct 29, 2021 to Oct 30, 2026. IWN +41.9%. SCHV +63.8%. Use the arrow keys to read each point.−20%0%20%Oct 2021Apr 2024Oct 2026
Expense ratio
IWN 0.24%
SCHV 0.04%, better
Fund size
IWN $14.1B
SCHV $15.7B
1Y total return
IWN +23.1%, better
SCHV +22.1%
Yield (12M)
IWN 1.52%
SCHV 1.81%, better
Holdings
IWN 1402
SCHV 568
Avg volume (30D)
IWN 628K sh
SCHV 3.17M sh, better
NAV per share
IWN $214.58
SCHV $34.62
52W range

ETF.net Grade

IWN: Cost 42, Risk 26, Mission 89, Tradability 80, Holdings 86, Durability 74. SCHV: Cost 96, Risk 68, Mission 88, Tradability 95, Holdings 59, Durability 68.
Pillar letters and Scores for IWN, SCHV, with each pillar’s weight
PillarIWNSCHV
Cost30% weightC42A96Higher
Mission25% weightA89HigherA88
Risk15% weightD26B68Higher
Tradability15% weightA80A95Higher
Holdings10% weightA86HigherB59
Durability5% weightA74HigherB68

Rank among US Value Index funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. IWN and SCHV are both graded against the same 40 US Value Index funds, so their Grades compare head to head.

US Value Index⁠

Category · 40 funds
See all 40 ›

SCHV ranks 1st and IWN 14th of 40 funds in the US Value Index Category.

  1. Rank 1ASCHVSchwab U.S. Large-Cap Value ETFScore 84
  2. Rank 2AVTVVanguard Morningstar Value ETFScore 83
  3. Rank 14BDFUVDimensional US Marketwide Value ETFScore 63
  4. Rank 14BIWNiShares Russell 2000 Value ETFScore 63
  5. Rank 16BFELVFidelity Enhanced Large Cap Value ETF Score 60

IWN vs SCHV Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

IWN vs SCHV Cost

Overpaying IWN vs SCHV

$4,110

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • IWN 0.24%

    $4,959

  • SCHV 0.04%

    $849

$10,000
30 years

Cost over time

  • IWN 0.24%
  • SCHV 0.04%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$1K$2K$3K$4K$5K051015202530IWN $4,959SCHV $849

Year by year

YearIWNSCHVOverpaying
10$437$73$364
20$1,699$288$1,411
30$4,959$849$4,110

Expense ratio

  • 0.24%IWN
  • 0.04%SCHV, cheaper
  • Middle half of US Value Index funds
  • Median 0.20%

SCHV 3rd cheapest of 40 funds

IWN 24th cheapest of 40 funds

IWN vs SCHV Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
IWN 1.52%
SCHV 1.81%, better
Payout (12M)
IWN $3.25
SCHV $0.63
Last payment
IWN $0.88
SCHV $0.16
Ex-dividend
IWN Sep 15, 2026
SCHV Sep 23, 2026
Paid on
IWN Sep 18, 2026
SCHV Sep 28, 2026
Frequency
IWN Quarterly
SCHV Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

IWNQuarterly · 39 paymentsAll IWN payments⁠
One bar per payment. 39 payments from 2017 to 2026 YTD. Mar 24, 2017 $0.42; Jul 6, 2017 $0.64; Sep 26, 2017 $0.36; Dec 21, 2017 $0.81; Mar 22, 2018 $0.41; Jul 3, 2018 $0.63; Sep 26, 2018 $0.49; Dec 17, 2018 $0.60; Mar 20, 2019 $0.52; Jun 17, 2019 $0.58; Sep 24, 2019 $0.57; Dec 16, 2019 $0.80; Mar 25, 2020 $0.45; Jun 15, 2020 $0.43; Sep 23, 2020 $0.58; Dec 14, 2020 $0.65; Mar 25, 2021 $0.39; Jun 10, 2021 $0.39; Sep 24, 2021 $0.77; Dec 13, 2021 $0.90; Mar 24, 2022 $0.52; Jun 9, 2022 $0.58; Sep 26, 2022 $0.91; Dec 13, 2022 $0.94; Mar 23, 2023 $0.70; Jun 7, 2023 $0.63; Sep 26, 2023 $0.94; Dec 20, 2023 $0.90; Mar 21, 2024 $0.57; Jun 11, 2024 $0.67; Sep 25, 2024 $0.86; Dec 17, 2024 $0.86; Mar 18, 2025 $0.50; Jun 16, 2025 $0.69; Sep 16, 2025 $0.82; Dec 16, 2025 $1.07; Mar 17, 2026 $0.52; Jun 15, 2026 $0.79; Sep 15, 2026 $0.88. Use the arrow keys to read each point.$0$12017202020232026YTD
SCHVQuarterly · 40 paymentsAll SCHV payments⁠
One bar per payment. 40 payments from 2017 to 2026 YTD. Mar 20, 2017 $0.10; Jun 19, 2017 $0.10; Sep 18, 2017 $0.11; Dec 18, 2017 $0.12; Mar 16, 2018 $0.11; Jun 26, 2018 $0.12; Sep 25, 2018 $0.13; Dec 12, 2018 $0.14; Mar 20, 2019 $0.13; Jun 26, 2019 $0.13; Sep 25, 2019 $0.14; Dec 12, 2019 $0.21; Mar 25, 2020 $0.14; Jun 24, 2020 $0.12; Sep 23, 2020 $0.22; Dec 10, 2020 $0.13; Mar 24, 2021 $0.10; Jun 23, 2021 $0.12; Sep 22, 2021 $0.12; Dec 8, 2021 $0.14; Dec 30, 2021 $0.0023; Mar 23, 2022 $0.11; Jun 22, 2022 $0.13; Sep 21, 2022 $0.13; Dec 7, 2022 $0.15; Mar 22, 2023 $0.13; Jun 21, 2023 $0.13; Sep 20, 2023 $0.14; Dec 6, 2023 $0.16; Mar 20, 2024 $0.13; Jun 26, 2024 $0.15; Sep 25, 2024 $0.14; Dec 11, 2024 $0.17; Mar 26, 2025 $0.14; Jun 25, 2025 $0.15; Sep 24, 2025 $0.15; Dec 10, 2025 $0.17; Mar 25, 2026 $0.14; Jun 24, 2026 $0.16; Sep 23, 2026 $0.16. Use the arrow keys to read each point.$0$12017202020232026YTD

IWN vs SCHV Risk

Fall from peak · 5 years

  • IWN
  • SCHV
Oct 29, 2021 to Oct 30, 2026. Worst fall: IWN −26.7% · Apr 2025. Use the arrow keys to read each point.−25%−20%−15%−10%−5%0%Oct 2021Apr 2024Oct 2026

Risk facts

VolatilityStd dev, 3 years
IWN 18.4%SCHV 11.9%, better
Return per unit of riskSharpe ratio, 3 years
IWN 0.90SCHV 1.31, better
Worst fallMax drawdown, 5 years
IWN −26.7%SCHV −19.8%, better
Market sensitivityBeta, 5 years
IWN 1.05SCHV 0.76

IWN and SCHV in the news

All news⁠

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