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ANEW vs SCHM

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

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

SCHM

Schwab U.S. Mid-Cap ETF

Annual cost

0.04%

Fund size

$14.6B

Key differences

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

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

Side-by-side comparison

ANEWSCHM
Annual cost (TER)0.45%0.04%
Fund size (AUM)$8M$14.6B
Since20202011
Dividend yield0.61%1.23%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.8%+29.5%
CAGR 3Y+13.8%+18.6%
CAGR 5Y+3.5%+7.6%
Sharpe 3Y0.680.85
Volatility 1Y13.47%15.82%
Max drawdown-39.87%-42.43%

Similar to ANEW and SCHM