Screener
EES vs SCHX
WisdomTree U.S. SmallCap Fund vs Schwab U.S. Large-Cap ETF
Key differences
- SCHX costs 0.35% less per year.
- SCHX is significantly larger than EES — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHX has delivered higher annualized returns.
Side-by-side comparison
| EES | SCHX | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.03% |
| Fund size (AUM) | $690M | $68.2B |
| Since | 2007 | 2009 |
| Dividend yield | 1.12% | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +34.6% | +30.3% |
| CAGR 3Y | +16.9% | +23.1% |
| CAGR 5Y | +7.2% | +13.8% |
| Sharpe 3Y | 0.68 | 1.23 |
| Volatility 1Y | 17.57% | 12.15% |
| Max drawdown | -50.52% | -34.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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