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SGRT vs FNDX

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

SGRT

SMART Earnings Growth 30 ETF

Annual cost

Fund size

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

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

Side-by-side comparison

SGRTFNDX
Annual cost (TER)0.25%
Fund size (AUM)$25.9B
Since2013
Dividend yield1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+34.9%
CAGR 3YN/A+21.2%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.27
Volatility 1Y10.37%
Max drawdown-17.87%-37.72%

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

Similar to SGRT and FNDX