Screener
SMIZ vs FNDX
Zacks Small/Mid Cap ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
Both SMIZ and FNDX are equity ETFs. SMIZ charges 0.55% a year and FNDX 0.25%. The main difference: SMIZ follows a active selection strategy; FNDX uses index tracking.
- SMIZ follows a active selection strategy; FNDX uses index tracking.
- FNDX costs 0.30% less per year.
- FNDX is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.25% |
| Fund size (AUM) | $258M | $25.5B |
| Since | 2023 | 2013 |
| Dividend yield | 0.54% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +31.5% |
| CAGR 3Y | N/A | +21.6% |
| CAGR 5Y | N/A | +12.9% |
| Sharpe 3Y | N/A | 1.29 |
| Volatility 1Y | 17.00% | 10.36% |
| Max drawdown | -25.04% | -37.72% |
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