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FNDX vs SCHX

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

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

  • SCHX costs 0.22% less per year.
  • Over the last 3 years, SCHX has delivered higher annualized returns.

Side-by-side comparison

FNDXSCHX
Annual cost (TER)0.25%0.03%
Fund size (AUM)$25.9B$68.2B
Since20132009
Dividend yield1.50%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+28.6%
CAGR 3Y+21.2%+23.2%
CAGR 5Y+13.0%+13.4%
Sharpe 3Y1.271.23
Volatility 1Y10.39%12.16%
Max drawdown-37.72%-34.33%

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

Similar to FNDX and SCHX