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XCHG vs SCHB

Ab US Equity ETF vs Schwab U.S. Broad Market ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

SCHB

Schwab U.S. Broad Market ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$41.0B

Key differences

  • SCHB costs 0.47% less per year.
  • SCHB is significantly larger than XCHG — larger funds tend to be more liquid and less likely to close.
  • XCHG follows a active selection strategy; SCHB uses index tracking.
  • SCHB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGSCHB
Annual cost (TER)0.50%0.03%
Fund size (AUM)$685M$41.0B
Since20252009
Dividend yield1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+29.4%
CAGR 3YN/A+22.9%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.21
Volatility 1Y12.28%
Max drawdown-9.67%-35.27%

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

Similar to XCHG and SCHB