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SCHM vs FNDB

Schwab U.S. Mid-Cap ETF vs Schwab Fundamental U.S. Broad Market ETF

SCHM

Schwab U.S. Mid-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$14.3B

FNDB

Schwab Fundamental U.S. Broad Market ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$1.3B

Key differences

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

Side-by-side comparison

SCHMFNDB
Annual cost (TER)0.04%0.25%
Fund size (AUM)$14.3B$1.3B
Since20112013
Dividend yield1.28%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%+33.2%
CAGR 3Y+17.7%+20.8%
CAGR 5Y+7.8%+12.5%
Sharpe 3Y0.811.22
Volatility 1Y15.72%10.90%
Max drawdown-42.43%-38.17%

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

Similar to SCHM and FNDB