IWM vs SCHA

Both IWM and SCHA are ETFs. IWM has a higher 5-year return than SCHA (10.25% vs 10.01%). IWM has a higher expense ratio than SCHA (0.19% vs 0.04%). Below is the comparison between IWM and SCHA.

IWM SCHA
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Issuer BlackRock Charles Schwab
Net Assets $30.68B $6.99B
Expense Ratio 0.19% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 1.88%
Underlying Index Russell 2000 Index Dow Jones U.S. Small Cap Total Stock Market Index
YTD Return 8.33% 8.03%
1-Year Return 13.64% 12.99%
3-Year Return 7.31% 7.43%
5-Year Return 10.25% 10.01%
10-Year Return 10.97% 11.42%

IWM description

The Fund seeks to track the investment results of the Russell 2000 Index which measures the performance of the small-capitalization sector of the US equity market.

IWM performance & returns

YTD Return 8.33%
1-Month Return 10.41%
3-Month Return 14.41%
1-Year Return 13.64%
3-Year Return 7.31%
5-Year Return 10.25%
10-Year Return 10.97%
IWM expense ratio is 0.19%.

IWM holdings

Top 10 Holdings (2.78% of Total Assets)

Name Symbol % Assets
Deckers Outdoor Corp DECK 0.31%
LHC Group Inc LHCG 0.30%
Churchill Downs Inc CHDN 0.29%
BJ's Wholesale Club Holdings Inc BJ 0.29%
SiteOne Landscape Supply Inc SITE 0.27%
Novavax Inc NVAX 0.27%
MyoKardia Inc MYOK 0.27%
Helen Of Troy Ltd HELE 0.27%
EastGroup Properties Inc EGP 0.26%
Ultragenyx Pharmaceutical Inc RARE 0.25%

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SCHA description

The Fund seeks exposure to small-cap U.S. companies. It seeks investment results that track the performance, before fees and expenses, of the Dow Jones U.S. Small-Cap Total Stock Market Index made up of approximately 1,750 U.S. small cap stocks.

SCHA performance & returns

YTD Return 8.03%
1-Month Return 10.21%
3-Month Return 14.35%
1-Year Return 12.99%
3-Year Return 7.43%
5-Year Return 10.01%
10-Year Return 11.42%
SCHA expense ratio is 0.04%.

SCHA holdings

Top 10 Holdings (3.13% of Total Assets)

Name Symbol % Assets
Penn National Gaming Inc PENN 0.40%
Sunrun Inc RUN 0.37%
NovoCure Ltd NVCR 0.35%
Caesars Entertainment Inc CZR 0.32%
10x Genomics Inc Ordinary Shares - Class A TXG 0.30%
Floor & Decor Holdings Inc FND 0.29%
Amedisys Inc AMED 0.29%
Repligen Corp RGEN 0.27%
MyoKardia Inc MYOK 0.27%
Five Below Inc FIVE 0.27%

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