Skip to content
Beacon
Screener

SGRT vs FNDA

SMART Earnings Growth 30 ETF vs Schwab Fundamental U.S. Small Company ETF

SGRT

SMART Earnings Growth 30 ETF

Annual cost

Fund size

FNDA

Schwab Fundamental U.S. Small Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$10.2B

Key differences

  • SGRT follows a active selection strategy; FNDA uses index tracking.

Side-by-side comparison

SGRTFNDA
Annual cost (TER)0.25%
Fund size (AUM)$10.2B
Since2013
Dividend yield1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+34.6%
CAGR 3YN/A+17.1%
CAGR 5YN/A+8.2%
Sharpe 3YN/A0.72
Volatility 1Y17.28%
Max drawdown-17.87%-44.64%

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

Similar to SGRT and FNDA