Screener
FNDX vs IWN
Schwab Fundamental U.S. Large Company ETF vs iShares Russell 2000 Value ETF
Key differences
- Over the last 3 years, FNDX has delivered higher annualized returns.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDX | IWN | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.24% |
| Fund size (AUM) | $25.9B | $13.4B |
| Since | 2013 | 2000 |
| Dividend yield | 1.50% | 1.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.4% | +43.7% |
| CAGR 3Y | +21.2% | +18.7% |
| CAGR 5Y | +13.0% | +6.9% |
| Sharpe 3Y | 1.27 | 0.77 |
| Volatility 1Y | 10.39% | 17.87% |
| Max drawdown | -37.72% | -46.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FNDX and IWN
Explore further