Screener
ANEW vs FNDX
ProShares MSCI Transformational Changes ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
Both ANEW and FNDX are equity ETFs. ANEW charges 0.45% a year and FNDX 0.25%. The main difference: FNDX costs 0.20% less per year.
- FNDX costs 0.20% less per year.
- FNDX is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FNDX has delivered higher annualized returns.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ANEW | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.25% |
| Fund size (AUM) | $8M | $25.5B |
| Since | 2020 | 2013 |
| Dividend yield | 0.61% | 1.45% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.8% | +31.5% |
| CAGR 3Y | +13.8% | +21.6% |
| CAGR 5Y | +3.5% | +12.9% |
| Sharpe 3Y | 0.68 | 1.29 |
| Volatility 1Y | 13.47% | 10.36% |
| Max drawdown | -39.87% | -37.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.