PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Here you can find all ETFs issued by Charles Schwab and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any item in the list to see complete information, including risk and performance analysis.


Issuer: Charles Schwab
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
FNDA
Schwab Fundamental US Small Co. Index ETFSmall Cap Blend EquitiesAug 15, 20130.25%
-1.29%
8.35%
1.42%
Schwab Fundamental U.S. Broad Market Index ETFLarge Cap Blend EquitiesAug 8, 20130.25%
5.35%
11.06%
1.75%
Schwab Fundamental International Small Co. Index E...Foreign Small & Mid Cap EquitiesAug 15, 20130.39%
-1.20%
4.38%
2.90%
Schwab Fundamental Emerging Markets Large Company ...Emerging Markets EquitiesAug 15, 20130.39%
2.62%
3.95%
4.61%
Schwab Fundamental International Large Company Ind...Foreign Large Cap EquitiesAug 15, 20130.25%
3.50%
4.90%
3.30%
Schwab Fundamental U.S. Large Company Index ETFLarge Cap Blend EquitiesAug 15, 20130.25%
5.83%
11.27%
1.77%
Schwab U.S. Small-Cap ETFSmall Cap Growth EquitiesNov 3, 20090.04%
-1.13%
7.55%
1.38%
Schwab U.S. Broad Market ETFLarge Cap Growth EquitiesNov 3, 20090.03%
6.01%
12.04%
1.34%
Schwab International Small-Cap Equity ETFForeign Small & Mid Cap EquitiesJan 14, 20100.11%
-0.66%
3.07%
2.96%
Schwab US Dividend Equity ETFLarge Cap Growth Equities, DividendOct 20, 20110.06%
3.43%
11.22%
3.42%
Schwab Emerging Markets Equity ETFEmerging Markets EquitiesJan 14, 20100.11%
1.65%
3.17%
3.77%
Schwab International Equity ETFForeign Large Cap EquitiesNov 3, 20090.06%
2.60%
4.66%
2.89%
Schwab U.S. Large-Cap Growth ETFLarge Cap Growth EquitiesDec 11, 20090.04%
7.76%
15.68%
0.45%
Schwab US REIT ETFREITJan 13, 20110.07%
-7.96%
3.87%
3.48%
Schwab 5-10 Year Corporate Bond ETFCorporate BondsOct 10, 20190.05%
-2.40%
5.06%
Schwab 1-5 Year Corporate Bond ETFCorporate BondsOct 10, 20190.05%
-0.10%
3.28%
Schwab 1000 Index ETFLarge Cap Growth EquitiesOct 11, 20170.05%
6.38%
1.32%
Schwab US Mid-Cap ETFMid Cap Growth EquitiesJan 13, 20110.04%
3.05%
9.05%
1.49%
Schwab Short-Term U.S. Treasury ETFGovernment BondsAug 5, 20100.05%
-0.03%
0.96%
4.07%
Schwab U.S. TIPS ETFInflation-Protected BondsAug 5, 20100.05%
-1.62%
1.86%
3.06%

1–20 of 26

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...