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OWN vs SCHV

Inside Ownership 100 ETF vs Schwab U.S. Large-Cap Value ETF

OWN

Inside Ownership 100 ETF

Annual cost

Fund size

SCHV

Schwab U.S. Large-Cap Value ETF

Annual cost

0.04%

Fund size

$15.5B

Side-by-side comparison

OWNSCHV
Annual cost (TER)0.04%
Fund size (AUM)$15.5B
Since2009
Dividend yield1.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+27.3%
CAGR 3YN/A+19.3%
CAGR 5YN/A+10.3%
Sharpe 3YN/A1.17
Volatility 1Y10.81%
Max drawdown-37.08%

Similar to OWN and SCHV