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ANEW vs SCHA

ProShares MSCI Transformational Changes ETF vs Schwab U.S. Small-Cap ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

SCHA

Schwab U.S. Small-Cap ETF

Annual cost

0.04%

Fund size

$22.8B

Key differences

Both ANEW and SCHA are equity ETFs. ANEW charges 0.45% a year and SCHA 0.04%. The main difference: SCHA costs 0.41% less per year.

  • SCHA costs 0.41% less per year.
  • SCHA is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHA has delivered higher annualized returns.
  • SCHA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ANEWSCHA
Annual cost (TER)0.45%0.04%
Fund size (AUM)$8M$22.8B
Since20202009
Dividend yield0.61%1.00%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.8%+37.1%
CAGR 3Y+13.8%+19.6%
CAGR 5Y+3.5%+6.7%
Sharpe 3Y0.680.80
Volatility 1Y13.47%18.30%
Max drawdown-39.87%-42.41%

Similar to ANEW and SCHA