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FNDX vs GSEW

Schwab Fundamental U.S. Large Company ETF vs Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

FNDX

Schwab Fundamental U.S. Large Company ETF

Annual cost

0.25%

Fund size

$25.5B

GSEW

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

Annual cost

0.09%

Fund size

$1.8B

Key differences

Both FNDX and GSEW are equity ETFs. FNDX charges 0.25% a year and GSEW 0.09%. The main difference: GSEW costs 0.16% less per year.

  • GSEW costs 0.16% less per year.
  • FNDX is much larger than GSEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FNDX has delivered higher annualized returns.

Side-by-side comparison

FNDXGSEW
Annual cost (TER)0.25%0.09%
Fund size (AUM)$25.5B$1.8B
Since20132017
Dividend yield1.45%1.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex enhanced
CAGR 1Y+31.9%+19.0%
CAGR 3Y+20.9%+17.6%
CAGR 5Y+13.0%+8.9%
Sharpe 3Y1.240.96
Volatility 1Y10.45%12.44%
Max drawdown-37.72%-38.65%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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