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IWD vs FNDC

iShares Russell 1000 Value ETF vs Schwab Fundamental International Small Equity ETF

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

FNDC

Schwab Fundamental International Small Equity ETF

Schwab ETFs

Annual cost

0.39%

Fund size

$3.3B

Key differences

  • IWD costs 0.21% less per year.
  • IWD is significantly larger than FNDC — larger funds tend to be more liquid and less likely to close.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWDFNDC
Annual cost (TER)0.18%0.39%
Fund size (AUM)$74.3B$3.3B
Since20002013
Dividend yield1.55%3.48%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.5%+31.0%
CAGR 3Y+18.3%+17.9%
CAGR 5Y+10.1%+8.1%
Sharpe 3Y1.090.96
Volatility 1Y10.88%14.24%
Max drawdown-38.51%-43.22%

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

Similar to IWD and FNDC