FNDX vs. SWPPX
Compare and contrast key facts about Schwab Fundamental U.S. Large Company Index ETF (FNDX) and Schwab S&P 500 Index Fund (SWPPX).
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. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNDX or SWPPX.
Correlation
The correlation between FNDX and SWPPX 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.
Performance
FNDX vs. SWPPX - Performance Comparison
Key characteristics
FNDX:
1.62
SWPPX:
1.84
FNDX:
2.26
SWPPX:
2.47
FNDX:
1.30
SWPPX:
1.34
FNDX:
2.83
SWPPX:
2.75
FNDX:
10.07
SWPPX:
11.98
FNDX:
1.82%
SWPPX:
1.94%
FNDX:
11.28%
SWPPX:
12.64%
FNDX:
-37.71%
SWPPX:
-55.06%
FNDX:
-6.01%
SWPPX:
-4.76%
Returns By Period
In the year-to-date period, FNDX achieves a 17.96% return, which is significantly lower than SWPPX's 23.15% return. Over the past 10 years, FNDX has outperformed SWPPX with an annualized return of 14.05%, while SWPPX has yielded a comparatively lower 12.81% annualized return.
FNDX
17.96%
-3.24%
7.34%
20.04%
16.15%
14.05%
SWPPX
23.15%
-1.90%
6.61%
25.06%
14.27%
12.81%
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FNDX vs. SWPPX - Expense Ratio Comparison
FNDX has a 0.25% expense ratio, which is higher than SWPPX's 0.02% 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%.
Risk-Adjusted Performance
FNDX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental U.S. Large Company Index ETF (FNDX) and Schwab S&P 500 Index Fund (SWPPX). 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.
Dividends
FNDX vs. SWPPX - Dividend Comparison
FNDX's dividend yield for the trailing twelve months is around 2.64%, while SWPPX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDX Schwab Fundamental U.S. Large Company Index ETF | 2.64% | 1.82% | 4.20% | 1.68% | 3.38% | 4.64% | 2.40% | 5.60% | 2.90% | 4.02% | 3.36% | 0.46% |
SWPPX Schwab S&P 500 Index Fund | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Drawdowns
FNDX vs. SWPPX - Drawdown Comparison
The maximum FNDX drawdown since its inception was -37.71%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for FNDX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
FNDX vs. SWPPX - Volatility Comparison
The current volatility for Schwab Fundamental U.S. Large Company Index ETF (FNDX) is 3.39%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.79%. This indicates that FNDX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.