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FNDC vs IJR

Schwab Fundamental International Small Equity ETF vs iShares Core S&P Small-Cap ETF

FNDC

Schwab Fundamental International Small Equity ETF

Schwab ETFs

Annual cost

0.39%

Fund size

$3.3B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.33% less per year.
  • IJR is significantly larger than FNDC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FNDC has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FNDCIJR
Annual cost (TER)0.39%0.06%
Fund size (AUM)$3.3B$102.6B
Since20132000
Dividend yield3.48%1.16%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.0%+33.1%
CAGR 3Y+17.9%+15.4%
CAGR 5Y+8.1%+5.9%
Sharpe 3Y0.960.63
Volatility 1Y14.24%17.65%
Max drawdown-43.22%-44.36%

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

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