FNDX vs. SCHX

In the year-to-date period, FNDX achieves a 0.23% return, which is significantly lower than SCHX's 0.68% return. Over the past 10 years, FNDX has underperformed SCHX with an annualized return of 10.07%, while SCHX has yielded a comparatively higher 14.08% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FNDX has a 0.25% expense ratio, which is higher than SCHX's 0.03% 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 U.S. Large Company Index ETF (FNDX) and Schwab U.S. Large-Cap ETF (SCHX). 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 FNDX Sharpe Ratio is 0.47, which is lower than the SCHX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of FNDX and SCHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNDX's dividend yield for the trailing twelve months is around 1.81%, more than SCHX's 1.22% yield.

The maximum FNDX drawdown since its inception was -37.71%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for FNDX and SCHX. For additional features, visit the drawdowns tool.

The current volatility for Schwab Fundamental U.S. Large Company Index ETF (FNDX) is 5.23%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 6.15%. This indicates that FNDX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.