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SCHX vs GSEW

Schwab U.S. Large-Cap ETF vs Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

SCHX

Schwab U.S. Large-Cap ETF

Annual cost

0.03%

Fund size

$72.6B

GSEW

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

Annual cost

0.09%

Fund size

$1.8B

Key differences

Both SCHX and GSEW are equity ETFs. SCHX charges 0.03% a year and GSEW 0.09%. The main difference: SCHX follows a index tracking strategy; GSEW uses index enhanced.

  • SCHX follows a index tracking strategy; GSEW uses index enhanced.
  • SCHX costs 0.06% less per year.
  • SCHX is much larger than GSEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHX has delivered higher annualized returns.
  • SCHX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHXGSEW
Annual cost (TER)0.03%0.09%
Fund size (AUM)$72.6B$1.8B
Since20092017
Dividend yield1.00%1.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+24.1%+19.0%
CAGR 3Y+21.8%+17.6%
CAGR 5Y+12.9%+8.9%
Sharpe 3Y1.150.96
Volatility 1Y12.47%12.44%
Max drawdown-34.33%-38.65%

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

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