Screener
AIFD vs SCHA
TCW Artificial Intelligence ETF vs Schwab U.S. Small-Cap ETF
Key differences
Both AIFD and SCHA are equity ETFs. AIFD charges 0.75% a year and SCHA 0.04%. The main difference: AIFD follows a active selection strategy; SCHA uses index tracking.
- AIFD follows a active selection strategy; SCHA uses index tracking.
- AIFD covers global markets; SCHA covers North America.
- SCHA costs 0.71% less per year.
- SCHA is much larger than AIFD. Larger funds are usually more liquid and less likely to close.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AIFD | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.04% |
| Fund size (AUM) | $131M | $22.8B |
| Since | 2017 | 2009 |
| Dividend yield | 0.00% | 1.00% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +84.4% | +41.1% |
| CAGR 3Y | N/A | +18.7% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | 26.95% | 18.62% |
| Max drawdown | -33.20% | -42.41% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.