Screener
SCHB vs VOTE
Schwab U.S. Broad Market ETF vs TCW Transform 500 ETF
Key differences
Both SCHB and VOTE are equity ETFs. SCHB charges 0.03% a year and VOTE 0.05%. The main difference: SCHB is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- SCHB is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- SCHB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHB | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.05% |
| Fund size (AUM) | $43.3B | $1.1B |
| Since | 2009 | 2021 |
| Dividend yield | 1.01% | 0.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.1% | +24.8% |
| CAGR 3Y | +21.5% | +22.3% |
| CAGR 5Y | +12.4% | N/A |
| Sharpe 3Y | 1.13 | 1.17 |
| Volatility 1Y | 12.63% | 12.56% |
| Max drawdown | -35.27% | -25.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.