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FNDX vs SCHG

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

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

Key differences

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

Side-by-side comparison

FNDXSCHG
Annual cost (TER)0.25%0.04%
Fund size (AUM)$25.9B$55.6B
Since20132009
Dividend yield1.50%0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+27.0%
CAGR 3Y+21.2%+27.2%
CAGR 5Y+13.0%+16.1%
Sharpe 3Y1.271.15
Volatility 1Y10.39%15.60%
Max drawdown-37.72%-34.59%

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

Similar to FNDX and SCHG