Screener
EPS vs SCHG
WisdomTree U.S. LargeCap Fund vs Schwab U.S. Large-Cap Growth ETF
Key differences
- SCHG is significantly larger than EPS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHG has delivered higher annualized returns.
Side-by-side comparison
| EPS | SCHG | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.04% |
| Fund size (AUM) | $1.5B | $55.6B |
| Since | 2007 | 2009 |
| Dividend yield | 1.20% | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.8% | +28.8% |
| CAGR 3Y | +22.7% | +26.9% |
| CAGR 5Y | +13.5% | +16.3% |
| Sharpe 3Y | 1.28 | 1.14 |
| Volatility 1Y | 11.47% | 15.57% |
| Max drawdown | -35.79% | -34.59% |
Similar to EPS and SCHG
Explore further