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VOTE vs SCHK

TCW Transform 500 ETF vs Schwab 1000 ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

SCHK

Schwab 1000 ETF

Annual cost

0.03%

Fund size

$5.7B

Key differences

Both VOTE and SCHK are equity ETFs. VOTE charges 0.05% a year and SCHK 0.03%. The main difference: SCHK is much larger than VOTE. Larger funds are usually more liquid and less likely to close.

  • SCHK is much larger than VOTE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

VOTESCHK
Annual cost (TER)0.05%0.03%
Fund size (AUM)$1.1B$5.7B
Since20212017
Dividend yield0.89%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+24.9%
CAGR 3Y+22.8%+22.4%
CAGR 5YN/A+12.8%
Sharpe 3Y1.201.18
Volatility 1Y12.41%12.47%
Max drawdown-25.70%-34.80%

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

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