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REVS vs FNDX

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

REVS

Columbia Research Enhanced Value ETF

Columbia Threadneedle

Annual cost

0.19%

Fund size

$284M

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • REVS costs 0.06% less per year.
  • FNDX is significantly larger than REVS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FNDX has delivered higher annualized returns.
  • FNDX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REVSFNDX
Annual cost (TER)0.19%0.25%
Fund size (AUM)$284M$25.9B
Since20192013
Dividend yield0.97%1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.9%+34.9%
CAGR 3Y+19.1%+21.2%
CAGR 5Y+11.7%+13.5%
Sharpe 3Y1.111.27
Volatility 1Y11.62%10.37%
Max drawdown-37.85%-37.72%

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

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