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FNDC vs FVAL

Schwab Fundamental International Small Equity ETF vs Fidelity Value Factor ETF

FNDC

Schwab Fundamental International Small Equity ETF

Annual cost

0.39%

Fund size

$3.1B

FVAL

Fidelity Value Factor ETF

Annual cost

0.15%

Fund size

$1.3B

Key differences

Both FNDC and FVAL are equity ETFs. FNDC charges 0.39% a year and FVAL 0.15%. The main difference: FNDC covers global markets excluding the US; FVAL covers North America.

  • FNDC covers global markets excluding the US; FVAL covers North America.
  • FVAL costs 0.24% less per year.
  • Over the last three years, FVAL has delivered higher annualized returns.

Side-by-side comparison

FNDCFVAL
Annual cost (TER)0.39%0.15%
Fund size (AUM)$3.1B$1.3B
Since20132016
Dividend yield3.40%1.48%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.2%+29.0%
CAGR 3Y+18.4%+21.3%
CAGR 5Y+7.1%+12.3%
Sharpe 3Y0.981.17
Volatility 1Y14.52%11.79%
Max drawdown-43.22%-37.26%

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