IWF vs SCHG Stock Comparison: AI Score, Valuation, Performance and Upside
IWF and SCHG both target large-cap growth exposure but take different paths to get there — IWF via the Russell 1000 Growth Index, and SCHG via the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The practical differences come down to issuer, cost structure, and the specific index rules each fund follows, since both are pursuing a similar investment outcome.
IWF vs SCHG is largely a question of which issuer and index methodology you trust more for large-cap growth exposure — the underlying investment case is similar, so cost, liquidity, and tracking precision tend to be the deciding factors.
SCHG holds the edge across 3 of 5 key metrics in this comparison. SCHG has delivered stronger 1-year price return (+12.13% vs +6.61% for IWF).
- want the institutional-standard large-cap growth benchmark fund
- prefer iShares (BlackRock)'s approach and fund lineup
- value widely used institutional benchmark with deep liquidity
- are comfortable with higher expense ratio than Vanguard's comparable growth fund
- want the cheapest large-cap growth core holding for Schwab investors
- prefer Charles Schwab's approach and fund lineup
- value one of the lowest expense ratios among large-cap growth ETFs
- are comfortable with smaller asset base and volume than VUG or QQQ
| Metric | IWF | SCHG |
|---|---|---|
| ETF scorei | 59.0 | 70.0 |
| Latest closei | $123.25 | $35.43 |
| 1M returni | +0.56% | -0.08% |
| 6M returni | +15.54% | +21.24% |
| 1Y returni | +6.61% | +12.13% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | IWF | SCHG |
|---|---|---|
| 1Y ago | $10.7K (+7.0%) started 2025-09-18 | $11.26K (+12.6%) started 2025-09-18 |
| 5Y ago | $18.66K (+86.6%) started 2021-09-20 | $19.59K (+95.9%) started 2021-09-20 |
| 10Y ago | $56.67K (+466.7%) started 2016-09-19 | $59.54K (+495.4%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | IWF | SCHG |
|---|---|---|
| Expense ratioi | 0.18% | 0.04% |
| Total assets (AUM)i | $125.54B | $63.03B |
| Dividend yieldi | 0.35% | 0.37% |
| Trailing P/Ei | 29.65 | 29.19 |
| Betai | 1.17 | 1.20 |
| 52-week change | 6.61% | 12.13% |
| Metric | IWF | SCHG |
|---|---|---|
| 1Y returni | +6.61% | +12.13% |
| 6M returni | +15.54% | +21.24% |
| 1M returni | +0.56% | -0.08% |
| 1Y Sharpe ratio | 0.20 | 0.50 |
| Betai | 1.17 | 1.20 |
| Dividend yieldi | 0.35% | 0.37% |
| 5Y CAGR | +12.60% | +13.88% |
Over the past year, IWF and SCHG have moved strongly in the same direction (correlation of 0.95), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | IWF | SCHG |
|---|---|---|---|
| 1Y | Growthi | +6.61% | +12.13% |
| CAGRi | +6.62% | +12.14% | |
| Volatilityi | 17.76% | 16.67% | |
| Sharpe ratioi | 0.20 | 0.50 | |
| Sortino ratioi | 0.28 | 0.71 | |
| Max drawdowni | 16.27% | 16.41% | |
| Current drawdowni | 4.12% | 1.42% | |
| Avg drawdowni | 4.66% | 3.86% | |
| Ulcer Indexi | 5.70% | 5.21% | |
| Max daily dropi | 3.26% | 3.35% | |
| Max wkly dropi | 5.68% | 5.52% | |
| 5Y | Growthi | +80.86% | +91.37% |
| CAGRi | +12.60% | +13.88% | |
| Volatilityi | 21.79% | 22.46% | |
| Sharpe ratioi | 0.45 | 0.49 | |
| Sortino ratioi | 0.64 | 0.70 | |
| Max drawdowni | 32.72% | 34.59% | |
| Current drawdowni | 4.12% | 1.42% | |
| Avg drawdowni | 9.41% | 9.50% | |
| Ulcer Indexi | 13.28% | 13.82% | |
| Max daily dropi | 6.00% | 6.11% | |
| Max wkly dropi | 11.94% | 12.33% | |
| 10Y | Growthi | +419.42% | +454.22% |
| CAGRi | +17.92% | +18.69% | |
| Volatilityi | 21.14% | 21.60% | |
| Sharpe ratioi | 0.67 | 0.70 | |
| Sortino ratioi | 0.95 | 0.98 | |
| Max drawdowni | 32.72% | 34.59% | |
| Current drawdowni | 4.12% | 1.42% | |
| Avg drawdowni | 6.22% | 6.25% | |
| Ulcer Indexi | 10.14% | 10.50% | |
| Max daily dropi | 11.79% | 12.55% | |
| Max wkly dropi | 16.40% | 17.06% |
| Category | IWF | SCHG |
|---|---|---|
| Fund name | iShares Russell 1000 Growth ETF | Schwab U.S. Large-Cap Growth ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.18% | 0.04% |
| Total assets (AUM)i | $125.54B | $63.03B |
| Dividend yieldi | 0.35% | 0.37% |
- Widely used institutional benchmark with deep liquidity
- Broader growth-stock universe than S&P-500-only growth funds
- Long track record through multiple market cycles
- One of the lowest expense ratios among large-cap growth ETFs
- No commission through Schwab brokerage accounts
- Broad large-cap growth coverage similar to peer growth funds
- Higher expense ratio than Vanguard's comparable growth fund
- Russell's annual reconstitution can cause a volatile 'Russell rebalance' effect
- Concentrated in the same mega-cap tech leaders as peers
- Smaller asset base and volume than VUG or QQQ
- Heavy concentration in mega-cap tech names
- Growth style underperforms sharply in rate-driven rotations
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