Screener
LOWV vs SCHA
AB US Low Volatility Equity ETF vs Schwab U.S. Small-Cap ETF
Key differences
Both LOWV and SCHA are equity ETFs. LOWV charges 0.39% a year and SCHA 0.04%. The main difference: LOWV follows a active selection strategy; SCHA uses index tracking.
- LOWV follows a active selection strategy; SCHA uses index tracking.
- SCHA costs 0.35% less per year.
- SCHA is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHA has delivered higher annualized returns.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOWV | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.04% |
| Fund size (AUM) | $204M | $22.8B |
| Since | 2023 | 2009 |
| Dividend yield | 0.90% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.8% | +38.2% |
| CAGR 3Y | +15.6% | +19.6% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 0.96 | 0.80 |
| Volatility 1Y | 10.57% | 18.32% |
| Max drawdown | -13.87% | -42.41% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.