FNDF vs. DFIV
Compare and contrast key facts about Schwab Fundamental International Large Company Index ETF (FNDF) and Dimensional International Value ETF (DFIV).
FNDF and DFIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FNDF is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental Developed ex-U.S. Large Company Index. It was launched on Aug 15, 2013. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNDF or DFIV.
Correlation
The correlation between FNDF and DFIV is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FNDF vs. DFIV - Performance Comparison
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Key characteristics
FNDF:
0.56
DFIV:
0.82
FNDF:
0.92
DFIV:
1.21
FNDF:
1.12
DFIV:
1.17
FNDF:
0.71
DFIV:
0.96
FNDF:
2.09
DFIV:
3.74
FNDF:
4.71%
DFIV:
3.79%
FNDF:
17.15%
DFIV:
17.41%
FNDF:
-40.14%
DFIV:
-25.42%
FNDF:
0.00%
DFIV:
0.00%
Returns By Period
In the year-to-date period, FNDF achieves a 15.27% return, which is significantly lower than DFIV's 17.24% return.
FNDF
15.27%
8.11%
13.52%
9.59%
16.26%
6.22%
DFIV
17.24%
8.31%
15.83%
14.21%
N/A
N/A
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FNDF vs. DFIV - Expense Ratio Comparison
FNDF has a 0.25% expense ratio, which is lower than DFIV's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FNDF vs. DFIV — Risk-Adjusted Performance Rank
FNDF
DFIV
FNDF vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental International Large Company Index ETF (FNDF) and Dimensional International Value ETF (DFIV). 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.
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Dividends
FNDF vs. DFIV - Dividend Comparison
FNDF's dividend yield for the trailing twelve months is around 3.48%, which matches DFIV's 3.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDF Schwab Fundamental International Large Company Index ETF | 3.48% | 4.01% | 3.41% | 3.10% | 3.54% | 2.17% | 3.20% | 3.47% | 2.32% | 2.42% | 2.08% | 1.83% |
DFIV Dimensional International Value ETF | 3.46% | 3.88% | 3.93% | 3.84% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNDF vs. DFIV - Drawdown Comparison
The maximum FNDF drawdown since its inception was -40.14%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for FNDF and DFIV. For additional features, visit the drawdowns tool.
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Volatility
FNDF vs. DFIV - Volatility Comparison
Schwab Fundamental International Large Company Index ETF (FNDF) and Dimensional International Value ETF (DFIV) have volatilities of 3.22% and 3.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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