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SCHX vs OEF

Schwab U.S. Large-Cap ETF vs iShares S&P 100 ETF

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • SCHX costs 0.17% less per year.
  • SCHX is significantly larger than OEF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, OEF has delivered higher annualized returns.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHXOEF
Annual cost (TER)0.03%0.20%
Fund size (AUM)$68.2B$19.6B
Since20092000
Dividend yield1.06%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+31.9%
CAGR 3Y+23.2%+25.8%
CAGR 5Y+13.4%+15.9%
Sharpe 3Y1.231.31
Volatility 1Y12.16%12.88%
Max drawdown-34.33%-31.44%

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

Similar to SCHX and OEF