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BBHL vs FNDX

BBH Select Large Cap ETF vs Schwab Fundamental U.S. Large Company ETF

BBHL

BBH Select Large Cap ETF

BBH

Annual cost

0.71%

Fund size

$514M

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • FNDX costs 0.46% less per year.
  • FNDX is significantly larger than BBHL — larger funds tend to be more liquid and less likely to close.
  • FNDX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BBHLFNDX
Annual cost (TER)0.71%0.25%
Fund size (AUM)$514M$25.9B
Since20192013
Dividend yield0.26%1.50%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+33.4%
CAGR 3YN/A+21.2%
CAGR 5YN/A+13.0%
Sharpe 3YN/A1.27
Volatility 1Y10.39%
Max drawdown-11.99%-37.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BBHL and FNDX