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VOTE vs SCHF

TCW Transform 500 ETF vs Schwab International Equity ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

SCHF

Schwab International Equity ETF

Annual cost

0.03%

Fund size

$66.5B

Key differences

Both VOTE and SCHF are equity ETFs. VOTE charges 0.05% a year and SCHF 0.03%. The main difference: VOTE covers North America; SCHF covers global markets excluding the US.

  • VOTE covers North America; SCHF covers global markets excluding the US.
  • SCHF 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.
  • SCHF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VOTESCHF
Annual cost (TER)0.05%0.03%
Fund size (AUM)$1.1B$66.5B
Since20212009
Dividend yield0.89%2.95%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+26.1%+28.6%
CAGR 3Y+22.6%+19.5%
CAGR 5YN/A+9.4%
Sharpe 3Y1.191.00
Volatility 1Y12.40%16.21%
Max drawdown-25.70%-34.87%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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