Screener
FNDA vs LCDS
Schwab Fundamental U.S. Small Company ETF vs JPMorgan Fundamental Data Science Large Core ETF
Key differences
Both FNDA and LCDS are equity ETFs. FNDA charges 0.25% a year and LCDS 0.30%. The main difference: FNDA follows a index tracking strategy; LCDS uses active selection.
- FNDA follows a index tracking strategy; LCDS uses active selection.
- FNDA is much larger than LCDS. Larger funds are usually more liquid and less likely to close.
- FNDA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDA | LCDS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.30% |
| Fund size (AUM) | $8.9B | $16M |
| Since | 2013 | 2024 |
| Dividend yield | 1.09% | 0.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.9% | +25.6% |
| CAGR 3Y | +17.1% | N/A |
| CAGR 5Y | +6.9% | N/A |
| Sharpe 3Y | 0.72 | N/A |
| Volatility 1Y | 17.25% | 11.92% |
| Max drawdown | -44.64% | -17.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.