Screener
VOTE vs SCHA
TCW Transform 500 ETF vs Schwab U.S. Small-Cap ETF
Key differences
Both VOTE and SCHA are equity ETFs. VOTE charges 0.05% a year and SCHA 0.04%. The main difference: SCHA is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- SCHA is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOTE has delivered higher annualized returns.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VOTE | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.04% |
| Fund size (AUM) | $1.1B | $22.8B |
| Since | 2021 | 2009 |
| Dividend yield | 0.89% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.1% | +37.1% |
| CAGR 3Y | +22.8% | +19.6% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 1.20 | 0.80 |
| Volatility 1Y | 12.41% | 18.30% |
| Max drawdown | -25.70% | -42.41% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.