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SCHX vs EPS

Schwab U.S. Large-Cap ETF vs WisdomTree U.S. LargeCap Fund

SCHX

Schwab U.S. Large-Cap ETF

Annual cost

0.03%

Fund size

$68.2B

EPS

WisdomTree U.S. LargeCap Fund

Annual cost

0.08%

Fund size

$1.5B

Key differences

  • SCHX costs 0.05% less per year.
  • SCHX is significantly larger than EPS — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SCHXEPS
Annual cost (TER)0.03%0.08%
Fund size (AUM)$68.2B$1.5B
Since20092007
Dividend yield1.06%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.3%+31.8%
CAGR 3Y+23.1%+22.7%
CAGR 5Y+13.8%+13.5%
Sharpe 3Y1.231.28
Volatility 1Y12.15%11.47%
Max drawdown-34.33%-35.79%

Similar to SCHX and EPS