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SCHK vs SMMD

Schwab 1000 ETF vs iShares Russell 2500 ETF

SCHK

Schwab 1000 ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$5.3B

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • SCHK costs 0.12% less per year.
  • Over the last 3 years, SCHK has delivered higher annualized returns.

Side-by-side comparison

SCHKSMMD
Annual cost (TER)0.03%0.15%
Fund size (AUM)$5.3B$3.0B
Since20172017
Dividend yield1.06%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+36.8%
CAGR 3Y+23.1%+18.9%
CAGR 5Y+13.3%+7.7%
Sharpe 3Y1.220.81
Volatility 1Y12.30%17.24%
Max drawdown-34.80%-41.06%

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

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