Skip to content
Beacon
Screener

OWN vs FNDX

Inside Ownership 100 ETF vs Schwab Fundamental U.S. Large Company ETF

OWN

Inside Ownership 100 ETF

Annual cost

Fund size

FNDX

Schwab Fundamental U.S. Large Company ETF

Annual cost

0.25%

Fund size

$25.5B

Side-by-side comparison

OWNFNDX
Annual cost (TER)0.25%
Fund size (AUM)$25.5B
Since2013
Dividend yield1.45%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+31.5%
CAGR 3YN/A+21.6%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.29
Volatility 1Y10.36%
Max drawdown-37.72%

Similar to OWN and FNDX