Screener
AIFD vs FNDC
TCW Artificial Intelligence ETF vs Schwab Fundamental International Small Equity ETF
Key differences
Both AIFD and FNDC are equity ETFs. AIFD charges 0.75% a year and FNDC 0.39%. The main difference: AIFD follows a active selection strategy; FNDC uses index enhanced.
- AIFD follows a active selection strategy; FNDC uses index enhanced.
- AIFD covers global markets; FNDC covers global markets excluding the US.
- FNDC costs 0.36% less per year.
- FNDC is much larger than AIFD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AIFD | FNDC | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.39% |
| Fund size (AUM) | $131M | $3.1B |
| Since | 2017 | 2013 |
| Dividend yield | 0.00% | 3.40% |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +84.4% | +25.8% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | N/A | 0.98 |
| Volatility 1Y | 26.95% | 14.81% |
| Max drawdown | -33.20% | -43.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.