Screener
JGRW vs FNDX
Jensen Quality Growth ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
Both JGRW and FNDX are equity ETFs. JGRW charges 0.57% a year and FNDX 0.25%. The main difference: JGRW follows a active selection strategy; FNDX uses index tracking.
- JGRW follows a active selection strategy; FNDX uses index tracking.
- FNDX costs 0.32% less per year.
- FNDX is much larger than JGRW. Larger funds are usually more liquid and less likely to close.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JGRW | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.25% |
| Fund size (AUM) | $96M | $25.5B |
| Since | 2024 | 2013 |
| Dividend yield | 0.45% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +2.0% | +32.2% |
| CAGR 3Y | N/A | +21.3% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | N/A | 1.27 |
| Volatility 1Y | 11.84% | 10.35% |
| Max drawdown | -14.63% | -37.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.