IWF vs SCHA

iShares Russell 1000 Growth ETF vs Schwab US Small-Cap ETF

Quick take
  • SCHA has the lower expense ratio at 0.04% vs 0.18% for IWF.
  • SCHA pays a higher dividend yield (1.05%).

Side-by-side metrics

MetricIWFSCHA
Expense ratio
Annual fee. Lower is better.
0.18%0.04%
Dividend yield
Trailing 12-month yield.
0.35%1.05%
AUM
Assets under management — bigger funds are typically more liquid.
$124.67B$22.11B
YTD return
3.57%17.89%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.151.27
P/E ratio
34.1819.61
Last price
$122.74$33.03
Inception
Issuer
iSharesSchwab

IWF top holdings

Top holdings · IWF
NVDANVIDIA Corp13.22%
AAPLApple Inc11.12%
MSFTMicrosoft Corp8.69%
AVGOBroadcom Inc5.77%
AMZNAmazon.com Inc5.30%
GOOGLAlphabet Inc Class A4.23%
GOOGAlphabet Inc Class C3.42%
METAMeta Platforms Inc Class A3.30%
TSLATesla Inc3.26%
LLYEli Lilly and Co2.41%
Sector breakdown · IWF
Real Estate0.4%
Consumer Cyclical13.2%
Basic Materials0.3%
Consumer Defensive2.7%
Technology51.3%
Communication Services13.2%
Financial Services5.4%
Utilities0.3%
Industrials5.7%
Energy0.4%
Healthcare7.1%

SCHA top holdings

Top holdings · SCHA
SNDKSanDisk Corp Ordinary Shares3.52%
LITELumentum Holdings Inc1.37%
RVMDRevolution Medicines Inc Ordinary Shares0.62%
ATIATI Inc0.45%
CDECoeur Mining Inc0.40%
MKSIMKS Inc0.40%
MTSIMACOM Technology Solutions Holdings Inc0.39%
NXTNextpower Inc Class A0.38%
SATSEchoStar Corp Class A0.36%
MLIMueller Industries Inc0.33%
Sector breakdown · SCHA
Real Estate6.5%
Consumer Cyclical10.2%
Basic Materials4.5%
Consumer Defensive2.7%
Technology20.1%
Communication Services3.0%
Financial Services15.9%
Utilities2.4%
Industrials15.7%
Energy5.2%
Healthcare14.0%

About IWF

IWF (iShares Russell 1000 Growth ETF) is Russell 1000 growth stocks. Managed by iShares, the fund carries $124.7B in assets under management, an expense ratio of 0.18%, a dividend yield of 0.35%. Its largest holding is NVIDIA Corp (NVDA), which represents 13.2% of the portfolio. Real Estate is the fund's largest sector exposure at 0.4%.

About SCHA

SCHA (Schwab US Small-Cap ETF) is US small-cap equities. Managed by Schwab, the fund carries $22.1B in assets under management, an expense ratio of 0.04%, a dividend yield of 1.05%. Its largest holding is SanDisk Corp Ordinary Shares (SNDK), which represents 3.5% of the portfolio. Real Estate is the fund's largest sector exposure at 6.5%.