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SCHA vs FNDX

Schwab U.S. Small-Cap ETF vs Schwab Fundamental U.S. Large Company ETF

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • SCHA costs 0.21% less per year.
  • Over the last 3 years, FNDX has delivered higher annualized returns.

Side-by-side comparison

SCHAFNDX
Annual cost (TER)0.04%0.25%
Fund size (AUM)$22.1B$25.9B
Since20092013
Dividend yield1.05%1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+33.4%
CAGR 3Y+19.2%+21.2%
CAGR 5Y+7.2%+13.0%
Sharpe 3Y0.791.27
Volatility 1Y18.08%10.39%
Max drawdown-42.41%-37.72%

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

Similar to SCHA and FNDX