Screener
FNDB vs VOTE
Schwab Fundamental U.S. Broad Market ETF vs TCW Transform 500 ETF
Key differences
Both FNDB and VOTE are equity ETFs. FNDB charges 0.25% a year and VOTE 0.05%. The main difference: FNDB follows a index enhanced strategy; VOTE uses index tracking.
- FNDB follows a index enhanced strategy; VOTE uses index tracking.
- VOTE costs 0.20% less per year.
- Over the last three years, VOTE has delivered higher annualized returns.
- FNDB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDB | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.05% |
| Fund size (AUM) | $1.3B | $1.1B |
| Since | 2013 | 2021 |
| Dividend yield | 1.45% | 0.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +32.1% | +24.8% |
| CAGR 3Y | +20.5% | +22.3% |
| CAGR 5Y | +12.6% | N/A |
| Sharpe 3Y | 1.20 | 1.17 |
| Volatility 1Y | 10.95% | 12.56% |
| Max drawdown | -38.17% | -25.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.