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STRN vs SCHB

SMART Trend 25 ETF vs Schwab U.S. Broad Market ETF

STRN

SMART Trend 25 ETF

Annual cost

Fund size

SCHB

Schwab U.S. Broad Market ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$41.0B

Key differences

  • STRN follows a active selection strategy; SCHB uses index tracking.

Side-by-side comparison

STRNSCHB
Annual cost (TER)0.03%
Fund size (AUM)$41.0B
Since2009
Dividend yield1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.1%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.3%
Sharpe 3YN/A1.21
Volatility 1Y12.27%
Max drawdown-15.43%-35.27%

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

Similar to STRN and SCHB