VOTE vs. SCHK
Compare and contrast key facts about Engine No. 1 Transform 500 ETF (VOTE) and Schwab 1000 Index ETF (SCHK).
VOTE and SCHK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SCHK is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Oct 11, 2017. Both VOTE and SCHK 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
VOTE vs. SCHK - Performance Comparison
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VOTE vs. SCHK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VOTE Engine No. 1 Transform 500 ETF | -3.84% | 17.95% | 25.23% | 27.60% | -19.74% | 12.08% |
SCHK Schwab 1000 Index ETF | -3.51% | 17.23% | 24.48% | 26.63% | -19.51% | 11.42% |
Returns By Period
In the year-to-date period, VOTE achieves a -3.84% return, which is significantly lower than SCHK's -3.51% return.
VOTE
- 1D
- 0.88%
- 1M
- -4.29%
- YTD
- -3.84%
- 6M
- -1.77%
- 1Y
- 18.40%
- 3Y*
- 18.89%
- 5Y*
- —
- 10Y*
- —
SCHK
- 1D
- 0.73%
- 1M
- -4.38%
- YTD
- -3.51%
- 6M
- -1.54%
- 1Y
- 18.17%
- 3Y*
- 18.37%
- 5Y*
- 11.09%
- 10Y*
- —
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VOTE vs. SCHK - Expense Ratio Comparison
Both VOTE and SCHK have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VOTE vs. SCHK — Risk / Return Rank
VOTE
SCHK
VOTE vs. SCHK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Engine No. 1 Transform 500 ETF (VOTE) and Schwab 1000 Index ETF (SCHK). 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.
| VOTE | SCHK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.98 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.50 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.51 | +0.06 |
Martin ratioReturn relative to average drawdown | 7.30 | 7.17 | +0.14 |
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
| VOTE | SCHK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.98 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.69 | -0.06 |
Correlation
The correlation between VOTE and SCHK 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
VOTE vs. SCHK - Dividend Comparison
VOTE's dividend yield for the trailing twelve months is around 1.04%, less than SCHK's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SCHK Schwab 1000 Index ETF | 1.16% | 1.09% | 1.20% | 1.38% | 1.57% | 1.17% | 1.58% | 1.82% | 1.80% | 0.31% |
Drawdowns
VOTE vs. SCHK - Drawdown Comparison
The maximum VOTE drawdown since its inception was -25.71%, smaller than the maximum SCHK drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for VOTE and SCHK.
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Drawdown Indicators
| VOTE | SCHK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.71% | -34.80% | +9.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -12.31% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.44% | — |
Current DrawdownCurrent decline from peak | -5.68% | -5.55% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -6.34% | -5.27% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.60% | -0.01% |
Volatility
VOTE vs. SCHK - Volatility Comparison
Engine No. 1 Transform 500 ETF (VOTE) and Schwab 1000 Index ETF (SCHK) have volatilities of 5.40% and 5.49%, 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
| VOTE | SCHK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 5.49% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 9.80% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.50% | 18.61% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 17.24% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 19.23% | -1.93% |