Screener
DES vs SCHA
WisdomTree U.S. SmallCap Dividend Fund vs Schwab U.S. Small-Cap ETF
Key differences
- SCHA costs 0.34% less per year.
- SCHA is significantly larger than DES — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHA has delivered higher annualized returns.
Side-by-side comparison
| DES | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.04% |
| Fund size (AUM) | $2.1B | $22.1B |
| Since | 2006 | 2009 |
| Dividend yield | 2.30% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.3% | +43.8% |
| CAGR 3Y | +15.8% | +20.0% |
| CAGR 5Y | +6.7% | +8.0% |
| Sharpe 3Y | 0.67 | 0.82 |
| Volatility 1Y | 16.65% | 18.16% |
| Max drawdown | -45.65% | -42.41% |
Similar to DES and SCHA
Explore further