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DUSA vs FNDX
Davis Select U.S. Equity ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- FNDX costs 0.34% less per year.
- FNDX is significantly larger than DUSA — larger funds tend to be more liquid and less likely to close.
- DUSA follows a active selection strategy; FNDX uses index tracking.
- Over the last 3 years, DUSA has delivered higher annualized returns.
Side-by-side comparison
| DUSA | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.25% |
| Fund size (AUM) | $1.2B | $25.9B |
| Since | 2017 | 2013 |
| Dividend yield | 0.89% | 1.50% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.9% | +34.9% |
| CAGR 3Y | +25.8% | +21.2% |
| CAGR 5Y | +11.4% | +13.5% |
| Sharpe 3Y | 1.28 | 1.27 |
| Volatility 1Y | 13.00% | 10.37% |
| Max drawdown | -36.71% | -37.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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