Screener
SCHA vs DGRS
Schwab U.S. Small-Cap ETF vs WisdomTree U.S. SmallCap Quality Dividend Growth Fund
Key differences
- SCHA costs 0.34% less per year.
- SCHA is significantly larger than DGRS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHA has delivered higher annualized returns.
Side-by-side comparison
| SCHA | DGRS | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.38% |
| Fund size (AUM) | $22.1B | $386M |
| Since | 2009 | 2013 |
| Dividend yield | 1.05% | 2.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +43.8% | +29.2% |
| CAGR 3Y | +20.0% | +14.9% |
| CAGR 5Y | +8.0% | +6.5% |
| Sharpe 3Y | 0.82 | 0.62 |
| Volatility 1Y | 18.16% | 18.23% |
| Max drawdown | -42.41% | -44.83% |
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