Screener
SCHX vs EES
Schwab U.S. Large-Cap ETF vs WisdomTree U.S. SmallCap Fund
Key differences
- SCHX costs 0.35% less per year.
- SCHX is significantly larger than EES — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHX has delivered higher annualized returns.
Side-by-side comparison
| SCHX | EES | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.38% |
| Fund size (AUM) | $68.2B | $690M |
| Since | 2009 | 2007 |
| Dividend yield | 1.06% | 1.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.3% | +34.6% |
| CAGR 3Y | +23.1% | +16.9% |
| CAGR 5Y | +13.8% | +7.2% |
| Sharpe 3Y | 1.23 | 0.68 |
| Volatility 1Y | 12.15% | 17.57% |
| Max drawdown | -34.33% | -50.52% |
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