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NOEQ vs SCHM

Northern Trust Us Equity Etf vs Schwab U.S. Mid-Cap ETF

NOEQ

NORTHERN TRUST US EQUITY ETF

Northern Trust

Annual cost

0.12%

Fund size

$833M

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

Key differences

  • SCHM costs 0.08% less per year.
  • SCHM is significantly larger than NOEQ — larger funds tend to be more liquid and less likely to close.
  • SCHM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NOEQSCHM
Annual cost (TER)0.12%0.04%
Fund size (AUM)$833M$14.3B
Since20262011
Dividend yield1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+30.9%
CAGR 3YN/A+17.7%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.81
Volatility 1Y15.72%
Max drawdown-2.99%-42.43%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NOEQ and SCHM