Screener
IVV vs FNDX
iShares Core S&P 500 ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- IVV costs 0.22% less per year.
- IVV is significantly larger than FNDX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVV | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.25% |
| Fund size (AUM) | $797.5B | $25.9B |
| Since | 2000 | 2013 |
| Dividend yield | 1.12% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +33.4% |
| CAGR 3Y | +23.2% | +21.2% |
| CAGR 5Y | +14.0% | +13.0% |
| Sharpe 3Y | 1.25 | 1.27 |
| Volatility 1Y | 11.96% | 10.39% |
| Max drawdown | -33.90% | -37.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IVV and FNDX
Explore further