Screener
VOTE vs FNDA
TCW Transform 500 ETF vs Schwab Fundamental U.S. Small Company ETF
Key differences
Both VOTE and FNDA are equity ETFs. VOTE charges 0.05% a year and FNDA 0.25%. The main difference: VOTE costs 0.20% less per year.
- VOTE costs 0.20% less per year.
- FNDA is much larger than VOTE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOTE has delivered higher annualized returns.
- FNDA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VOTE | FNDA | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.25% |
| Fund size (AUM) | $1.1B | $8.9B |
| Since | 2021 | 2013 |
| Dividend yield | 0.89% | 1.09% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.1% | +30.0% |
| CAGR 3Y | +22.8% | +17.3% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 1.20 | 0.73 |
| Volatility 1Y | 12.41% | 17.24% |
| Max drawdown | -25.70% | -44.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.