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FNDX vs LRGC

Schwab Fundamental U.S. Large Company ETF vs AB US Large Cap Strategic Equities ETF

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • FNDX costs 0.14% less per year.
  • FNDX is significantly larger than LRGC — larger funds tend to be more liquid and less likely to close.
  • FNDX follows a index tracking strategy; LRGC uses active selection.
  • FNDX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FNDXLRGC
Annual cost (TER)0.25%0.39%
Fund size (AUM)$25.9B$1.2B
Since20132023
Dividend yield1.50%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+33.4%+25.3%
CAGR 3Y+21.2%N/A
CAGR 5Y+13.0%N/A
Sharpe 3Y1.27N/A
Volatility 1Y10.39%12.03%
Max drawdown-37.72%-19.38%

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

Similar to FNDX and LRGC