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XCHG vs SCHX

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

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

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

Side-by-side comparison

XCHGSCHX
Annual cost (TER)0.50%0.03%
Fund size (AUM)$685M$68.2B
Since20252009
Dividend yield1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.6%
CAGR 3YN/A+23.2%
CAGR 5YN/A+13.4%
Sharpe 3YN/A1.23
Volatility 1Y12.16%
Max drawdown-9.67%-34.33%

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

Similar to XCHG and SCHX