Screener
IWX vs FNDX
iShares Russell Top 200 Value ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- FNDX is significantly larger than IWX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FNDX has delivered higher annualized returns.
Side-by-side comparison
| IWX | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.25% |
| Fund size (AUM) | $3.4B | $25.9B |
| Since | 2009 | 2013 |
| Dividend yield | 1.53% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.4% | +33.4% |
| CAGR 3Y | +18.9% | +21.2% |
| CAGR 5Y | +11.1% | +13.0% |
| Sharpe 3Y | 1.20 | 1.27 |
| Volatility 1Y | 10.11% | 10.39% |
| Max drawdown | -35.76% | -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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