Screener
IWD vs FNDX
iShares Russell 1000 Value ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- IWD costs 0.07% less per year.
- Over the last 3 years, FNDX has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWD | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.25% |
| Fund size (AUM) | $74.3B | $25.9B |
| Since | 2000 | 2013 |
| Dividend yield | 1.55% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.5% | +33.4% |
| CAGR 3Y | +18.3% | +21.2% |
| CAGR 5Y | +10.1% | +13.0% |
| Sharpe 3Y | 1.09 | 1.27 |
| Volatility 1Y | 10.88% | 10.39% |
| Max drawdown | -38.51% | -37.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IWD and FNDX
Explore further