Screener
EPSV vs SCHX
Harbor SMID Cap Value ETF vs Schwab U.S. Large-Cap ETF
Key differences
- SCHX costs 0.85% less per year.
- SCHX is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPSV | SCHX | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.03% |
| Fund size (AUM) | $5M | $68.2B |
| Since | 2025 | 2009 |
| Dividend yield | — | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +43.7% | +28.6% |
| CAGR 3Y | N/A | +23.2% |
| CAGR 5Y | N/A | +13.4% |
| Sharpe 3Y | N/A | 1.23 |
| Volatility 1Y | 17.79% | 12.16% |
| Max drawdown | -8.93% | -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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