FNDA vs. ESML

The year-to-date returns for both stocks are quite close, with FNDA having a -17.43% return and ESML slightly lower at -18.10%.

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FNDA has a 0.25% expense ratio, which is higher than ESML's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Co. Index ETF (FNDA) and iShares ESG Aware MSCI USA Small-Cap ETF (ESML). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FNDA Sharpe Ratio is -0.52, which is comparable to the ESML Sharpe Ratio of -0.53. The chart below compares the historical Sharpe Ratios of FNDA and ESML, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNDA's dividend yield for the trailing twelve months is around 1.75%, more than ESML's 1.48% yield.

The maximum FNDA drawdown since its inception was -44.64%, which is greater than ESML's maximum drawdown of -41.97%. Use the drawdown chart below to compare losses from any high point for FNDA and ESML. For additional features, visit the drawdowns tool.

The current volatility for Schwab Fundamental US Small Co. Index ETF (FNDA) is 13.55%, while iShares ESG Aware MSCI USA Small-Cap ETF (ESML) has a volatility of 14.29%. This indicates that FNDA experiences smaller price fluctuations and is considered to be less risky than ESML based on this measure. The chart below showcases a comparison of their rolling one-month volatility.