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ANEW vs SCHX

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

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

SCHX

Schwab U.S. Large-Cap ETF

Annual cost

0.03%

Fund size

$72.6B

Key differences

Both ANEW and SCHX are equity ETFs. ANEW charges 0.45% a year and SCHX 0.03%. The main difference: SCHX costs 0.42% less per year.

  • SCHX costs 0.42% less per year.
  • SCHX is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHX has delivered higher annualized returns.
  • SCHX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ANEWSCHX
Annual cost (TER)0.45%0.03%
Fund size (AUM)$8M$72.6B
Since20202009
Dividend yield0.61%1.00%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.8%+24.5%
CAGR 3Y+13.8%+22.5%
CAGR 5Y+3.5%+12.9%
Sharpe 3Y0.681.19
Volatility 1Y13.47%12.29%
Max drawdown-39.87%-34.33%

Similar to ANEW and SCHX