Screener
SCHA vs VOTE
Schwab U.S. Small-Cap ETF vs TCW Transform 500 ETF
Key differences
Both SCHA and VOTE are equity ETFs. SCHA charges 0.04% a year and VOTE 0.05%. The main difference: SCHA is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- SCHA is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOTE has delivered higher annualized returns.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHA | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.05% |
| Fund size (AUM) | $22.8B | $1.1B |
| Since | 2009 | 2021 |
| Dividend yield | 1.00% | 0.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.2% | +26.1% |
| CAGR 3Y | +19.6% | +22.6% |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.80 | 1.19 |
| Volatility 1Y | 18.32% | 12.40% |
| Max drawdown | -42.41% | -25.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.