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RESM vs FNDX

Columbia Research Enhanced Small Cap ETF vs Schwab Fundamental U.S. Large Company ETF

RESM

Columbia Research Enhanced Small Cap ETF

Annual cost

Fund size

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • RESM follows a active selection strategy; FNDX uses index tracking.

Side-by-side comparison

RESMFNDX
Annual cost (TER)0.25%
Fund size (AUM)$25.9B
Since2013
Dividend yield1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+34.9%
CAGR 3YN/A+21.2%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.27
Volatility 1Y10.37%
Max drawdown-8.50%-37.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to RESM and FNDX