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FNDA vs SCHG

Schwab Fundamental U.S. Small Company ETF vs Schwab U.S. Large-Cap Growth ETF

FNDA

Schwab Fundamental U.S. Small Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$10.2B

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

Key differences

  • SCHG costs 0.21% less per year.
  • SCHG is significantly larger than FNDA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHG has delivered higher annualized returns.

Side-by-side comparison

FNDASCHG
Annual cost (TER)0.25%0.04%
Fund size (AUM)$10.2B$55.6B
Since20132009
Dividend yield1.10%0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.6%+28.8%
CAGR 3Y+17.1%+26.9%
CAGR 5Y+8.2%+16.3%
Sharpe 3Y0.721.14
Volatility 1Y17.28%15.57%
Max drawdown-44.64%-34.59%

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

Similar to FNDA and SCHG