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SCHV vs FNDA

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

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$15.2B

FNDA

Schwab Fundamental U.S. Small Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$10.2B

Key differences

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

Side-by-side comparison

SCHVFNDA
Annual cost (TER)0.04%0.25%
Fund size (AUM)$15.2B$10.2B
Since20092013
Dividend yield1.85%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+32.0%
CAGR 3Y+18.2%+16.5%
CAGR 5Y+10.2%+7.4%
Sharpe 3Y1.100.69
Volatility 1Y10.69%17.24%
Max drawdown-37.08%-44.64%

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

Similar to SCHV and FNDA