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FNDX vs SCHA

Schwab Fundamental U.S. Large Company ETF vs Schwab U.S. Small-Cap ETF

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

Key differences

  • SCHA costs 0.21% less per year.
  • Over the last 3 years, FNDX has delivered higher annualized returns.

Side-by-side comparison

FNDXSCHA
Annual cost (TER)0.25%0.04%
Fund size (AUM)$25.9B$22.1B
Since20132009
Dividend yield1.50%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+41.0%
CAGR 3Y+21.2%+19.2%
CAGR 5Y+13.0%+7.2%
Sharpe 3Y1.270.79
Volatility 1Y10.39%18.08%
Max drawdown-37.72%-42.41%

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

Similar to FNDX and SCHA