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SCHX vs FNDX

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

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • SCHX costs 0.22% less per year.
  • Over the last 3 years, SCHX has delivered higher annualized returns.

Side-by-side comparison

SCHXFNDX
Annual cost (TER)0.03%0.25%
Fund size (AUM)$68.2B$25.9B
Since20092013
Dividend yield1.06%1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+33.4%
CAGR 3Y+23.2%+21.2%
CAGR 5Y+13.4%+13.0%
Sharpe 3Y1.231.27
Volatility 1Y12.16%10.39%
Max drawdown-34.33%-37.72%

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

Similar to SCHX and FNDX