Screener
VOTE vs SCHB
TCW Transform 500 ETF vs Schwab U.S. Broad Market ETF
Key differences
Both VOTE and SCHB are equity ETFs. VOTE charges 0.05% a year and SCHB 0.03%. The main difference: SCHB is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- SCHB is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- SCHB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VOTE | SCHB | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.03% |
| Fund size (AUM) | $1.1B | $43.3B |
| Since | 2021 | 2009 |
| Dividend yield | 0.89% | 1.01% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.1% | +26.3% |
| CAGR 3Y | +22.8% | +22.0% |
| CAGR 5Y | N/A | +12.4% |
| Sharpe 3Y | 1.20 | 1.16 |
| Volatility 1Y | 12.41% | 12.42% |
| Max drawdown | -25.70% | -35.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.