Screener
HFSP vs FNDX
TradersAI Large Cap Equity & Cash ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- FNDX costs 1.00% less per year.
- FNDX is significantly larger than HFSP — larger funds tend to be more liquid and less likely to close.
- HFSP is classified as alternative, while FNDX is equity — different risk/return profiles.
- HFSP follows a long short strategy; FNDX uses index tracking.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HFSP | FNDX | |
|---|---|---|
| Annual cost (TER) | 1.25% | 0.25% |
| Fund size (AUM) | $0.7M | $25.9B |
| Since | 2024 | 2013 |
| Dividend yield | 0.00% | 1.50% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | long short | index tracking |
| CAGR 1Y | -15.5% | +34.9% |
| CAGR 3Y | N/A | +21.2% |
| CAGR 5Y | N/A | +13.5% |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | 21.04% | 10.37% |
| Max drawdown | -33.80% | -37.72% |
Similar to HFSP and FNDX
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