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FNDX vs. SNXFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FNDX vs. SNXFX

Last updated Apr 2, 2026

Compare and contrast key facts about Schwab Fundamental U.S. Large Company Index ETF (FNDX) and Schwab 1000 Index Fund (SNXFX).

FNDX is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental U.S. Large Company Index. It was launched on Aug 15, 2013. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. Both FNDX and SNXFX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

FNDX vs. SNXFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab Fundamental U.S. Large Company Index ETF (FNDX) and Schwab 1000 Index Fund (SNXFX). The values are adjusted to include any dividend payments, if applicable.

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FNDX vs. SNXFX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
FNDX
Schwab Fundamental U.S. Large Company Index ETF		2.98%16.94%16.77%18.23%-6.92%31.73%9.12%28.65%-7.30%17.12%
SNXFX
Schwab 1000 Index Fund		-4.19%17.23%24.46%26.53%-19.46%26.10%20.71%31.43%-5.04%21.71%

Returns By Period

In the year-to-date period, FNDX achieves a 2.98% return, which is significantly higher than SNXFX's -4.19% return. Both investments have delivered pretty close results over the past 10 years, with FNDX having a 13.29% annualized return and SNXFX not far ahead at 13.72%.

FNDX

1D
0.22%
1M
-3.37%
YTD
2.98%
6M
6.54%
1Y
20.25%
3Y*
17.20%
5Y*
12.04%
10Y*
13.29%

SNXFX

1D
2.95%
1M
-5.11%
YTD
-4.19%
6M
-2.28%
1Y
17.24%
3Y*
18.07%
5Y*
10.92%
10Y*
13.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Schwab Fundamental U.S. Large Company Index ETF

Schwab 1000 Index Fund

Often compared with FNDX:
FNDX vs. SCHXFNDX vs. VOOFNDX vs. FNDBFNDX vs. SPYFNDX vs. SCHDFNDX vs. VTIFNDX vs. SWPPX
Often compared with SNXFX:
SNXFX vs. SWPPXSNXFX vs. SWTSXSNXFX vs. VOOSNXFX vs. FSKAXSNXFX vs. SWAGXSNXFX vs. FEMKXSNXFX vs. FLCPX

FNDX vs. SNXFX - Expense Ratio Comparison

FNDX has a 0.25% expense ratio, which is higher than SNXFX's 0.05% 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%.

FNDX
Schwab Fundamental U.S. Large Company Index ETF
SNXFX
Schwab 1000 Index Fund

Return for Risk

FNDX vs. SNXFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FNDX
FNDX Risk / Return Rank: 7070
Overall Rank
FNDX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
FNDX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FNDX Omega Ratio Rank: 7373
Omega Ratio Rank
FNDX Calmar Ratio Rank: 6363
Calmar Ratio Rank
FNDX Martin Ratio Rank: 7373
Martin Ratio Rank
SNXFX
SNXFX Risk / Return Rank: 5858
Overall Rank
SNXFX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
SNXFX Sortino Ratio Rank: 5252
Sortino Ratio Rank
SNXFX Omega Ratio Rank: 5454
Omega Ratio Rank
SNXFX Calmar Ratio Rank: 6262
Calmar Ratio Rank
SNXFX Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FNDX vs. SNXFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental U.S. Large Company Index ETF (FNDX) and Schwab 1000 Index Fund (SNXFX). 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.

FNDXSNXFXDifference

Sharpe ratio

Return per unit of total volatility

1.26

0.96

+0.30

Sortino ratio

Return per unit of downside risk

1.82

1.47

+0.35

Omega ratio

Gain probability vs. loss probability

1.28

1.22

+0.06

Calmar ratio

Return relative to maximum drawdown

1.65

1.48

+0.17

Martin ratio

Return relative to average drawdown

7.91

7.11

+0.79

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FNDX vs. SNXFX - Sharpe Ratio Comparison

The current FNDX Sharpe Ratio is 1.26, which is higher than the SNXFX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of FNDX and SNXFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

FNDXSNXFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

0.96

+0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

0.63

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.74

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.74

0.56

+0.18

Correlation

The correlation between FNDX and SNXFX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

FNDX vs. SNXFX - Dividend Comparison

FNDX's dividend yield for the trailing twelve months is around 1.61%, more than SNXFX's 1.52% yield.

TTM20252024202320222021202020192018201720162015
FNDX
Schwab Fundamental U.S. Large Company Index ETF		1.61%1.63%1.76%1.82%2.07%1.64%2.29%2.23%2.40%1.86%2.01%2.01%
SNXFX
Schwab 1000 Index Fund		1.52%1.45%1.23%1.41%1.61%1.74%2.76%3.01%6.49%4.23%3.41%6.31%

Drawdowns

FNDX vs. SNXFX - Drawdown Comparison

The maximum FNDX drawdown since its inception was -37.72%, smaller than the maximum SNXFX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for FNDX and SNXFX.

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Drawdown Indicators

FNDXSNXFXDifference

Max Drawdown

Largest peak-to-trough decline

-37.72%

-55.08%

+17.36%

Max Drawdown (1Y)

Largest decline over 1 year

-12.25%

-12.33%

+0.08%

Max Drawdown (5Y)

Largest decline over 5 years

-19.06%

-25.36%

+6.30%

Max Drawdown (10Y)

Largest decline over 10 years

-37.72%

-34.58%

-3.14%

Current Drawdown

Current decline from peak

-4.00%

-6.25%

+2.25%

Average Drawdown

Average peak-to-trough decline

-3.59%

-8.80%

+5.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

2.57%

-0.01%

Volatility

FNDX vs. SNXFX - Volatility Comparison

The current volatility for Schwab Fundamental U.S. Large Company Index ETF (FNDX) is 3.84%, while Schwab 1000 Index Fund (SNXFX) has a volatility of 5.45%. This indicates that FNDX experiences smaller price fluctuations and is considered to be less risky than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

FNDXSNXFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.84%

5.45%

-1.61%

Volatility (6M)

Calculated over the trailing 6-month period

8.06%

9.77%

-1.71%

Volatility (1Y)

Calculated over the trailing 1-year period

16.18%

18.59%

-2.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.26%

17.33%

-2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.51%

18.72%

-1.21%