Screener
SMIZ vs SCHX
Zacks Small/Mid Cap ETF vs Schwab U.S. Large-Cap ETF
Key differences
- SCHX costs 0.52% less per year.
- SCHX is significantly larger than SMIZ — larger funds tend to be more liquid and less likely to close.
- SMIZ follows a active selection strategy; SCHX uses index tracking.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | SCHX | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.03% |
| Fund size (AUM) | $258M | $72.6B |
| Since | 2023 | 2009 |
| Dividend yield | 0.54% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +24.5% |
| CAGR 3Y | N/A | +22.5% |
| CAGR 5Y | N/A | +12.9% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | 17.00% | 12.29% |
| Max drawdown | -25.04% | -34.33% |
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