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SCHK vs OEF

Schwab 1000 ETF vs iShares S&P 100 ETF

SCHK

Schwab 1000 ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$5.3B

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • SCHK costs 0.17% less per year.
  • OEF is significantly larger than SCHK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, OEF has delivered higher annualized returns.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHKOEF
Annual cost (TER)0.03%0.20%
Fund size (AUM)$5.3B$19.6B
Since20172000
Dividend yield1.06%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+31.9%
CAGR 3Y+23.1%+25.8%
CAGR 5Y+13.3%+15.9%
Sharpe 3Y1.221.31
Volatility 1Y12.30%12.88%
Max drawdown-34.80%-31.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHK and OEF