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FNDX vs BASV
Schwab Fundamental U.S. Large Company ETF vs Brown Advisory Sustainable Value ETF
Key differences
- FNDX costs 0.46% less per year.
- FNDX is significantly larger than BASV — larger funds tend to be more liquid and less likely to close.
- FNDX follows a index tracking strategy; BASV uses active selection.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDX | BASV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.71% |
| Fund size (AUM) | $25.9B | $359M |
| Since | 2013 | 2025 |
| Dividend yield | 1.50% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +34.9% | N/A |
| CAGR 3Y | +21.2% | N/A |
| CAGR 5Y | +13.5% | N/A |
| Sharpe 3Y | 1.27 | N/A |
| Volatility 1Y | 10.37% | — |
| Max drawdown | -37.72% | -9.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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