IWD vs SCHV
iShares Russell 1000 Value ETF vs Schwab U.S. Large-Cap Value ETF
Last updated: 2026-04-10
iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a moderate expense ratio of 0.18%. The fund offers a moderate dividend yield of 1.61%. Launched in 2000, the fund has a 26-year track record.
Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund issued by Schwab that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.90%. Launched in 2009, the fund has a 17-year track record.
Quick Verdict
SCHV is significantly cheaper at 0.04% vs 0.18% expense ratio, saving you approximately $277 per $10,000 invested over 10 years. Both funds have delivered similar 1-year returns (28.1% vs 28.9%), tracking closely.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
7 of top 9 holdings overlap (78% overlap in top holdings)
IWD Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 2.81% |
| JPMorgan Chase & Co.JPM | 2.65% |
| Exxon Mobil CorporationXOM | 2.09% |
| Amazon.com, Inc.AMZN | 1.85% |
| Johnson & JohnsonJNJ | 1.84% |
| Alphabet Inc.GOOG | 1.68% |
| Walmart Inc.WMT | 1.58% |
| Micron Technology, Inc.MU | 1.44% |
| Chevron CorporationCVX | 1.15% |
SCHV Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 3.09% |
| JPMorgan Chase & Co.JPM | 2.83% |
| Exxon Mobil CorporationXOM | 2.42% |
| Johnson & JohnsonJNJ | 2.03% |
| Walmart Inc.WMT | 1.89% |
| Micron Technology, Inc.MU | 1.50% |
| Chevron CorporationCVX | 1.33% |
| AbbVie Inc.ABBV | 1.29% |
| Caterpillar Inc.CAT | 1.19% |
| Bank of America CorporationBAC | 1.18% |
Which One Should You Choose?
Choose SCHV if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Either works if...
you just need broad us large cap value exposure. Both are solid options — pick whichever your brokerage offers commission-free.