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SCHK vs XCHG

Schwab 1000 ETF vs Ab US Equity ETF

SCHK

Schwab 1000 ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$5.3B

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

Key differences

  • SCHK costs 0.47% less per year.
  • SCHK is significantly larger than XCHG — larger funds tend to be more liquid and less likely to close.
  • SCHK follows a index tracking strategy; XCHG uses active selection.
  • SCHK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHKXCHG
Annual cost (TER)0.03%0.50%
Fund size (AUM)$5.3B$685M
Since20172025
Dividend yield1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+29.0%N/A
CAGR 3Y+23.1%N/A
CAGR 5Y+13.3%N/A
Sharpe 3Y1.22N/A
Volatility 1Y12.30%
Max drawdown-34.80%-9.67%

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

Similar to SCHK and XCHG