Jordan Siemens
A Mixed Start To The Year
The +$50B-sized Schwab U.S. Large-Cap ETF (SCHX), which serves as a low-cost (an expense ratio of just 0.03%), and stable (an annual portfolio turnover rate of only 3%) proxy on 750 of the
SCHX Or VOO: Which Is The Better Large-Cap U.S. ETF?
Summary
- SCHX and VOO are two passively managed ETFs that offer investors exposure to US large-cap stocks.
- This year, both products have underperformed other developed markets quite significantly, but have managed to outperform small and mid-caps as represented by the Russell 2000.
- While both ETFs largely dabble with the same pool of stocks (although SCHX is wider in reach, touching 750 stocks as opposed to 500 for VOO) we have a preference between the two.
- We close with some thoughts on why it may not necessarily be the best time to buy either of these two products.
Investment research, primarily oriented towards uncelebrated/under-covered stocks and ETFs, across North America, Europe and Asia. Seeks to combine both fundamental and technical disciplines while making an investment/trading proposition.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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