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OWN vs FNDC

Inside Ownership 100 ETF vs Schwab Fundamental International Small Equity ETF

OWN

Inside Ownership 100 ETF

Annual cost

Fund size

FNDC

Schwab Fundamental International Small Equity ETF

Annual cost

0.39%

Fund size

$3.1B

Key differences

Both OWN and FNDC are equity ETFs. The main difference: OWN covers North America; FNDC covers global markets excluding the US.

  • OWN covers North America; FNDC covers global markets excluding the US.

Side-by-side comparison

OWNFNDC
Annual cost (TER)0.39%
Fund size (AUM)$3.1B
Since2013
Dividend yield3.40%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1YN/A+23.2%
CAGR 3YN/A+18.4%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.98
Volatility 1Y14.52%
Max drawdown-43.22%

Similar to OWN and FNDC