Screener
SCHX vs EPSV
Schwab U.S. Large-Cap ETF vs Harbor SMID Cap Value ETF
Key differences
- SCHX costs 0.85% less per year.
- SCHX is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHX | EPSV | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.88% |
| Fund size (AUM) | $68.2B | $5M |
| Since | 2009 | 2025 |
| Dividend yield | 1.06% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.6% | +43.7% |
| CAGR 3Y | +23.2% | N/A |
| CAGR 5Y | +13.4% | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 12.16% | 17.79% |
| Max drawdown | -34.33% | -8.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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