Screener
FNDB vs SAMM
Schwab Fundamental U.S. Broad Market ETF vs Strategas Macro Momentum ETF
Key differences
- FNDB costs 0.40% less per year.
- FNDB is significantly larger than SAMM — larger funds tend to be more liquid and less likely to close.
- FNDB follows a index tracking strategy; SAMM uses active selection.
- FNDB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDB | SAMM | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.65% |
| Fund size (AUM) | $1.3B | $28M |
| Since | 2013 | 2024 |
| Dividend yield | 1.49% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +34.8% | +28.2% |
| CAGR 3Y | +20.9% | N/A |
| CAGR 5Y | +13.1% | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 10.89% | 17.03% |
| Max drawdown | -38.17% | -24.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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