SCHX vs. VOTE
Compare and contrast key facts about Schwab U.S. Large-Cap ETF (SCHX) and Engine No. 1 Transform 500 ETF (VOTE).
SCHX and VOTE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009. VOTE is a passively managed fund by Engine No. 1 LLC that tracks the performance of the Morningstar US Large Cap Index. It was launched on Jun 22, 2021. Both SCHX and VOTE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SCHX vs. VOTE - Performance Comparison
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SCHX vs. VOTE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 11.58% |
VOTE Engine No. 1 Transform 500 ETF | -3.84% | 17.95% | 25.23% | 27.60% | -19.74% | 12.08% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SCHX having a -3.70% return and VOTE slightly lower at -3.84%.
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
VOTE
- 1D
- 0.88%
- 1M
- -4.29%
- YTD
- -3.84%
- 6M
- -1.77%
- 1Y
- 18.40%
- 3Y*
- 18.89%
- 5Y*
- —
- 10Y*
- —
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SCHX vs. VOTE - Expense Ratio Comparison
SCHX has a 0.03% expense ratio, which is lower than VOTE's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SCHX vs. VOTE — Risk / Return Rank
SCHX
VOTE
SCHX vs. VOTE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap ETF (SCHX) and Engine No. 1 Transform 500 ETF (VOTE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SCHX | VOTE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.00 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.52 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.57 | -0.06 |
Martin ratioReturn relative to average drawdown | 7.02 | 7.30 | -0.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHX | VOTE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.00 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.63 | +0.18 |
Correlation
The correlation between SCHX and VOTE is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCHX vs. VOTE - Dividend Comparison
SCHX's dividend yield for the trailing twelve months is around 1.16%, more than VOTE's 1.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
VOTE Engine No. 1 Transform 500 ETF | 1.04% | 1.03% | 1.18% | 1.33% | 1.54% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHX vs. VOTE - Drawdown Comparison
The maximum SCHX drawdown since its inception was -34.33%, which is greater than VOTE's maximum drawdown of -25.71%. Use the drawdown chart below to compare losses from any high point for SCHX and VOTE.
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Drawdown Indicators
| SCHX | VOTE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.33% | -25.71% | -8.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -12.07% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.41% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | — | — |
Current DrawdownCurrent decline from peak | -5.67% | -5.68% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -6.34% | +2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.59% | +0.03% |
Volatility
SCHX vs. VOTE - Volatility Comparison
Schwab U.S. Large-Cap ETF (SCHX) and Engine No. 1 Transform 500 ETF (VOTE) have volatilities of 5.36% and 5.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHX | VOTE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 5.40% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 9.74% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 18.50% | -0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 17.30% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 17.30% | +0.83% |