SCHX vs CFA

Both CFA and SCHX are ETFs. CFA has a higher expense ratio than SCHX (0.35% vs 0.03%). Below is the comparison between CFA and SCHX.

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CFA SCHX
Security Type ETF ETF
Category N/A N/A
Family Victory Capital Management Charles Schwab
Net Assets $576.40M N/A
Expense Ratio 0.35% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.61% 1.51%
Underlying Index CEMP U.S. Large Cap 500 Volatility Weighted Index Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return 0.00% 0.00%
1-Year Return 0.00% 0.00%
3-Year Return 0.00% 0.00%
5-Year Return 0.00% 0.00%
10-Year Return 0.00% 0.00%

CFA

CFA description

Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of large-cap companies. It seeks to track the performance of the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, by using full replication technique. Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF was formed on July 1, 2014 and is domiciled in the United States.

CFA performance & returns
YTD Return 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
CFA expense ratio is 0.35%.

CFA holdings

Top 10 Holdings (4.03% of Total Assets)

Name Symbol % Assets
SO SO 0.49%
PG PG 0.41%
CL CL 0.41%
DISCA DISCA 0.40%
RSG RSG 0.40%
VZ VZ 0.39%
UGI UGI 0.39%
PFE PFE 0.38%
NEE NEE 0.38%
JKHY JKHY 0.38%

CFA pros

None that we could think of.

CFA cons

The following are CFA weaknesses from our perspective:

  • CFA net assets are $576.40 million. This fund is not a popular choice with retail investors.

Other relevant CFA comparisons

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SCHX

SCHX description

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.

SCHX performance & returns
YTD Return 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (24.92% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.37%
Microsoft Corp MSFT 5.10%
Amazon.com Inc AMZN 3.69%
Facebook Inc A FB 2.08%
Alphabet Inc A GOOGL 1.84%
Alphabet Inc Class C GOOG 1.78%
Berkshire Hathaway Inc Class B BRK.B 1.32%
Tesla Inc TSLA 1.31%
NVIDIA Corp NVDA 1.25%
JPMorgan Chase & Co JPM 1.18%

SCHX pros

The following are SCHX strengths from our perspective:

  • SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

SCHX cons

The following are SCHX weaknesses from our perspective:

  • SCHX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SCHX comparisons

You may also want to check out the following SCHX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.