IWR vs SCHM — stock comparison tool

IWR currently yields 1.16% TTM versus SCHM at 1.29%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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)

IWR Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SCHM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IWR$109.60
—

iShares Russell Mid-Cap ETF

SCHM$34.59
—

Schwab U.S. Mid-Cap ETF

Dividend Information

Dividend Yield
1.16%
1.29%
Annual Dividend
$1.27
$0.44
Dividend Growth (5yr)
-
-
Years of Growth
4
5
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IWR

822 holdings
Technology18.50%
Information Technology17.66%
Industrials16.78%
Financials13.70%
Financial Services13.20%
Health Care12.28%
Healthcare11.92%
Consumer Cyclical9.70%
Consumer Discretionary8.47%
Energy6.97%
Real Estate6.24%
Other29.98%

Top 10 holdings

NameWeight
MPCMARATHON PETROLEUM1.03%
PSXPHILLIPS 660.85%
SNOWSNOWFLAKE0.83%
NETCLOUDFLARE CLASS A0.74%
DDOGDATADOG INC CLASS A0.64%
MRNAMODERNA0.63%
HOODROBINHOOD MARKETS CLASS A0.59%
HPEHEWLETT PACKARD ENTERPRISE0.57%
RCLROYAL CARIBBEAN GROUP0.52%
LITELUMENTUM HOLDINGS0.50%
Top 106.90%

SCHM

503 holdings
Industrials18.80%
Technology17.61%
Financial Services13.42%
Healthcare12.93%
Consumer Cyclical10.80%
Real Estate8.11%
Basic Materials4.30%
Consumer Defensive4.23%
Energy3.86%
Utilities2.98%
Communication Services2.96%
Cash & Others0.36%

Top 10 holdings

NameWeight
SNDKSANDISK4.30%
LITELUMENTUM HOLDINGS1.27%
BEBLOOM ENERGY CLASS A1.06%
MRNAMODERNA1.00%
COHRCOHERENT0.98%
CIENCIENA0.94%
RVMDREVOLUTION MEDICINES0.78%
FLEXFLEX LTD0.73%
OKTAOKTA CLASS A0.66%
TWLOTWILIO CLASS A0.64%
Top 1012.36%

Overlap & differences

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

93694
IWRSharedSCHM

Overlap by weight

2%

Share of portfolio weight that appears in both funds.

# overlapping holdings

6

IWR: 6% also in SCHMSCHM: 6% also in IWR

IWR: showing top 100 holdings by weight (of 822) · SCHM: showing top 100 holdings by weight (of 503). Overlap counts use this top slice, not the full fund book.

Sector drift (IWR vs SCHM)

Left = heavier in IWR. Right = heavier in SCHM.

IWR overweight (left)SCHM overweight (right)
6 shown

Overlapping tickers

MRNA		0.6%1.0%0.6%
LITE		0.5%1.3%0.5%
COHR		0.3%1.0%0.3%
TWLO		0.3%0.6%0.3%
RVMD		0.3%0.8%0.3%
FLEX		0.3%0.7%0.3%

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IWR vs SCHM Dividend Comparison | DRIP Tool | Dividend Wealth