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SCHK vs AIFD

Schwab 1000 ETF vs TCW Artificial Intelligence ETF

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

AIFD

TCW Artificial Intelligence ETF

Annual cost

0.75%

Fund size

$131M

Key differences

Both SCHK and AIFD are equity ETFs. SCHK charges 0.03% a year and AIFD 0.75%. The main difference: SCHK follows a index tracking strategy; AIFD uses active selection.

  • SCHK follows a index tracking strategy; AIFD uses active selection.
  • SCHK covers North America; AIFD covers global markets.
  • SCHK costs 0.72% less per year.
  • SCHK is much larger than AIFD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SCHKAIFD
Annual cost (TER)0.03%0.75%
Fund size (AUM)$5.7B$131M
Since20172017
Dividend yield1.00%0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+24.7%+84.4%
CAGR 3Y+21.8%N/A
CAGR 5Y+12.8%N/A
Sharpe 3Y1.14N/A
Volatility 1Y12.65%26.95%
Max drawdown-34.80%-33.20%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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