Screener
JGRW vs FNDC
Jensen Quality Growth ETF vs Schwab Fundamental International Small Equity ETF
Key differences
Both JGRW and FNDC are equity ETFs. JGRW charges 0.57% a year and FNDC 0.39%. The main difference: JGRW follows a active selection strategy; FNDC uses index tracking.
- JGRW follows a active selection strategy; FNDC uses index tracking.
- JGRW covers North America; FNDC covers global markets excluding the US.
- FNDC costs 0.18% less per year.
- FNDC is much larger than JGRW. Larger funds are usually more liquid and less likely to close.
- FNDC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JGRW | FNDC | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.39% |
| Fund size (AUM) | $96M | $3.1B |
| Since | 2024 | 2013 |
| Dividend yield | 0.45% | 3.40% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +2.0% | +24.0% |
| CAGR 3Y | N/A | +18.0% |
| CAGR 5Y | N/A | +7.0% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | 11.84% | 14.52% |
| Max drawdown | -14.63% | -43.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.