Screener
FNDX vs KAT
Schwab Fundamental U.S. Large Company ETF vs Scharf ETF
Key differences
- FNDX costs 0.50% less per year.
- FNDX is significantly larger than KAT — larger funds tend to be more liquid and less likely to close.
- FNDX follows a index tracking strategy; KAT uses active selection.
Side-by-side comparison
| FNDX | KAT | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.75% |
| Fund size (AUM) | $25.9B | $688M |
| Since | 2013 | 2011 |
| Dividend yield | 1.50% | 0.39% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +33.4% | N/A |
| CAGR 3Y | +21.2% | N/A |
| CAGR 5Y | +13.0% | N/A |
| Sharpe 3Y | 1.27 | N/A |
| Volatility 1Y | 10.39% | — |
| Max drawdown | -37.72% | -9.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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