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STRN vs SCHM

SMART Trend 25 ETF vs Schwab U.S. Mid-Cap ETF

STRN

SMART Trend 25 ETF

Annual cost

Fund size

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

Key differences

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

Side-by-side comparison

STRNSCHM
Annual cost (TER)0.04%
Fund size (AUM)$14.3B
Since2011
Dividend yield1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+33.1%
CAGR 3YN/A+18.1%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.83
Volatility 1Y15.76%
Max drawdown-15.43%-42.43%

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

Similar to STRN and SCHM