IWM vs SCHA — stock comparison tool

IWM currently yields 0.99% TTM versus SCHA at 1.13%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWMSCHA

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

IWM

SCHA

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IWM Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

Loading returns…

SCHA Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

Loading returns…

Best Total Return

—

No data

Highest Dividend Income

—

No data

Best Avg Annual Return

—

No data

DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

IWM$275.78

—

iShares Russell 2000 ETF

SCHA$32.57

—

Schwab U.S. Small-Cap ETF

Dividend Information

Dividend Yield

0.99%

1.13%

Annual Dividend

$2.73

$0.37

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

IWM

1981 holdings

Healthcare20.50%

Health Care20.21%

Financials19.40%

Financial Services18.08%

Technology14.01%

Industrials13.74%

Information Technology13.20%

Consumer Discretionary9.25%

Consumer Cyclical8.45%

Energy6.83%

Real Estate5.79%

Other21.55%

Top 10 holdings

Name	Weight
MOG-AMOOG INC CLASS A	0.36%
BTSGBRIGHTSPRING HEALTH SERVICES INC	0.35%
UMBFUMB FINANCIAL	0.34%
SMSM ENERGY	0.33%
GKOSGLAUKOS	0.33%
FROGJFROG	0.32%
EATBRINKER INTERNATIONAL INC	0.31%
FCFSFIRSTCASH HOLDINGS INC	0.31%
ONBOLD NATIONAL BANCORP	0.31%
CTRECARETRUST REIT	0.30%
Top 10	3.26%

SCHA

1750 holdings

Financial Services17.01%

Healthcare16.83%

Technology15.34%

Industrials14.45%

Consumer Cyclical11.22%

Real Estate6.82%

Energy5.65%

Basic Materials4.27%

Consumer Defensive3.09%

Communication Services2.86%

Utilities2.46%

Cash & Others0.22%

Top 10 holdings

Name	Weight
SNDKSANDISK	4.86%
LITELUMENTUM HOLDINGS	1.43%
RVMDREVOLUTION MEDICINES	0.88%
ATIATI	0.58%
CDECOEUR MINING	0.47%
GHGUARDANT HEALTH	0.46%
MKSIMKS	0.36%
MTSIMACOM TECHNOLOGY SOLUTIONS	0.36%
HALOHALOZYME THERAPEUTICS	0.34%
BMNRBITMINE IMMERSION TECHNOLOGIES	0.32%
Top 10	10.06%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

IWMSharedSCHA

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

IWM: 28% also in SCHASCHA: 28% also in IWM

IWM: showing top 100 holdings by weight (of 1981) · SCHA: showing top 100 holdings by weight (of 1750). Overlap counts use this top slice, not the full fund book.

Sector drift (IWM vs SCHA)

Left = heavier in IWM. Right = heavier in SCHA.

IWM overweight (left)SCHA overweight (right)

Search ticker

28 shown

Overlapping tickers


BTSG	—	Medical - Healthcare Information Services	0.4%	0.3%	0.3%
GKOS	Healthcare	Medical - Devices	0.3%	0.2%	0.2%
UMBF	Financial Services	Banks - Regional	0.3%	0.2%	0.2%
TWST	Healthcare	Biotechnology	0.3%	0.2%	0.2%
SM	Energy	Oil & Gas Exploration & Production	0.3%	0.2%	0.2%
PCVX	Healthcare	Biotechnology	0.3%	0.2%	0.2%
CYTK	Healthcare	Biotechnology	0.3%	0.2%	0.2%
PTGX	Healthcare	Biotechnology	0.3%	0.2%	0.2%
RHP	Real Estate	REIT - Hotel & Motel	0.3%	0.2%	0.2%
FCFS	Financial Services	Financial - Credit Services	0.3%	0.2%	0.2%

Want to track these stocks?

Add them to your portfolio for real-time dividend tracking, alerts, and performance insights.

Create Portfolio