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SCHK vs VOTE

Schwab 1000 ETF vs TCW Transform 500 ETF

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

Both SCHK and VOTE are equity ETFs. SCHK charges 0.03% a year and VOTE 0.05%. The main difference: SCHK is much larger than VOTE. Larger funds are usually more liquid and less likely to close.

  • SCHK is much larger than VOTE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SCHKVOTE
Annual cost (TER)0.03%0.05%
Fund size (AUM)$5.7B$1.1B
Since20172021
Dividend yield1.00%0.89%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.8%+26.1%
CAGR 3Y+22.1%+22.6%
CAGR 5Y+12.8%N/A
Sharpe 3Y1.161.19
Volatility 1Y12.46%12.40%
Max drawdown-34.80%-25.70%

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

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