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FNDX vs NULC

Schwab Fundamental U.S. Large Company ETF vs Nuveen ESG Large-Cap ETF

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

NULC

Nuveen ESG Large-Cap ETF

Nuveen

Annual cost

0.21%

Fund size

$57M

Key differences

  • FNDX is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
  • FNDX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FNDXNULC
Annual cost (TER)0.25%0.21%
Fund size (AUM)$25.9B$57M
Since20132019
Dividend yield1.50%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+25.8%
CAGR 3Y+21.2%+21.8%
CAGR 5Y+13.0%+11.5%
Sharpe 3Y1.271.17
Volatility 1Y10.39%12.88%
Max drawdown-37.72%-34.86%

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

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