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FELV vs FNDX
Fidelity Enhanced Large Cap Value ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- FELV costs 0.07% less per year.
- FNDX is significantly larger than FELV — larger funds tend to be more liquid and less likely to close.
- FELV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FELV | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.25% |
| Fund size (AUM) | $2.9B | $25.9B |
| Since | 2007 | 2013 |
| Dividend yield | 1.58% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +33.4% |
| CAGR 3Y | N/A | +21.2% |
| CAGR 5Y | N/A | +13.0% |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | 10.81% | 10.39% |
| Max drawdown | -16.08% | -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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