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IUSV vs FNDX
iShares Core S&P U.S. Value ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- IUSV costs 0.21% less per year.
- Over the last 3 years, FNDX has delivered higher annualized returns.
- IUSV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IUSV | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.25% |
| Fund size (AUM) | $25.6B | $25.9B |
| Since | 2000 | 2013 |
| Dividend yield | 1.71% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.4% | +33.4% |
| CAGR 3Y | +16.5% | +21.2% |
| CAGR 5Y | +10.8% | +13.0% |
| Sharpe 3Y | 0.99 | 1.27 |
| Volatility 1Y | 10.14% | 10.39% |
| Max drawdown | -37.54% | -37.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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