Screener
SCHA vs EPS
Schwab U.S. Small-Cap ETF vs WisdomTree U.S. LargeCap Fund
Key differences
- SCHA is significantly larger than EPS — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EPS has delivered higher annualized returns.
Side-by-side comparison
| SCHA | EPS | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.08% |
| Fund size (AUM) | $22.1B | $1.5B |
| Since | 2009 | 2007 |
| Dividend yield | 1.05% | 1.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +43.8% | +31.8% |
| CAGR 3Y | +20.0% | +22.7% |
| CAGR 5Y | +8.0% | +13.5% |
| Sharpe 3Y | 0.82 | 1.28 |
| Volatility 1Y | 18.16% | 11.47% |
| Max drawdown | -42.41% | -35.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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