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FNDA vs SCHV

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

FNDA

Schwab Fundamental U.S. Small Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$10.2B

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$15.2B

Key differences

  • SCHV costs 0.21% less per year.
  • Over the last 3 years, SCHV has delivered higher annualized returns.

Side-by-side comparison

FNDASCHV
Annual cost (TER)0.25%0.04%
Fund size (AUM)$10.2B$15.2B
Since20132009
Dividend yield1.10%1.85%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.0%+28.0%
CAGR 3Y+16.5%+18.2%
CAGR 5Y+7.4%+10.2%
Sharpe 3Y0.691.10
Volatility 1Y17.24%10.69%
Max drawdown-44.64%-37.08%

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

Similar to FNDA and SCHV