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XCHG vs SCHA

Ab US Equity ETF vs Schwab U.S. Small-Cap ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

Key differences

  • SCHA costs 0.46% less per year.
  • SCHA is significantly larger than XCHG — larger funds tend to be more liquid and less likely to close.
  • XCHG follows a active selection strategy; SCHA uses index tracking.
  • SCHA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGSCHA
Annual cost (TER)0.50%0.04%
Fund size (AUM)$685M$22.1B
Since20252009
Dividend yield1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+41.0%
CAGR 3YN/A+19.2%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.79
Volatility 1Y18.08%
Max drawdown-9.67%-42.41%

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

Similar to XCHG and SCHA