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STRN vs SCHX

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

STRN

SMART Trend 25 ETF

Annual cost

Fund size

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

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

Side-by-side comparison

STRNSCHX
Annual cost (TER)0.03%
Fund size (AUM)$68.2B
Since2009
Dividend yield1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.3%
CAGR 3YN/A+23.1%
CAGR 5YN/A+13.8%
Sharpe 3YN/A1.23
Volatility 1Y12.15%
Max drawdown-15.43%-34.33%

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

Similar to STRN and SCHX