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SCHG vs FNDA

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

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$55.6B

FNDA

Schwab Fundamental U.S. Small Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$10.2B

Key differences

  • SCHG costs 0.21% less per year.
  • SCHG is significantly larger than FNDA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHG has delivered higher annualized returns.

Side-by-side comparison

SCHGFNDA
Annual cost (TER)0.04%0.25%
Fund size (AUM)$55.6B$10.2B
Since20092013
Dividend yield0.38%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.0%+32.0%
CAGR 3Y+27.2%+16.5%
CAGR 5Y+16.1%+7.4%
Sharpe 3Y1.150.69
Volatility 1Y15.60%17.24%
Max drawdown-34.59%-44.64%

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

Similar to SCHG and FNDA