MFUS vs. FNDX
Compare and contrast key facts about PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS) and Schwab Fundamental U.S. Large Company Index ETF (FNDX).
MFUS and FNDX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MFUS is a passively managed fund by PIMCO that tracks the performance of the RAFI Dynamic Multi-Factor U.S. Index. It was launched on Aug 31, 2017. 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. Both MFUS and FNDX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFUS or FNDX.
Correlation
The correlation between MFUS and FNDX is 0.93, 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
MFUS vs. FNDX - Performance Comparison
Key characteristics
MFUS:
1.77
FNDX:
1.95
MFUS:
2.49
FNDX:
2.72
MFUS:
1.32
FNDX:
1.36
MFUS:
2.96
FNDX:
3.37
MFUS:
8.83
FNDX:
9.79
MFUS:
2.32%
FNDX:
2.22%
MFUS:
11.56%
FNDX:
11.18%
MFUS:
-35.21%
FNDX:
-37.71%
MFUS:
-0.55%
FNDX:
-0.40%
Returns By Period
In the year-to-date period, MFUS achieves a 6.11% return, which is significantly higher than FNDX's 5.19% return.
MFUS
6.11%
2.09%
8.74%
20.97%
12.76%
N/A
FNDX
5.19%
1.30%
8.73%
21.54%
17.33%
14.57%
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MFUS vs. FNDX - Expense Ratio Comparison
MFUS has a 0.30% expense ratio, which is higher than FNDX's 0.25% expense ratio.
Risk-Adjusted Performance
MFUS vs. FNDX — Risk-Adjusted Performance Rank
MFUS
FNDX
MFUS vs. FNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS) and Schwab Fundamental U.S. Large Company Index ETF (FNDX). 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
MFUS vs. FNDX - Dividend Comparison
MFUS's dividend yield for the trailing twelve months is around 1.37%, less than FNDX's 1.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.37% | 1.45% | 1.96% | 2.07% | 1.35% | 1.72% | 1.89% | 1.99% | 1.01% | 0.00% | 0.00% | 0.00% |
FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.67% | 1.76% | 3.69% | 5.16% | 3.28% | 4.78% | 4.22% | 3.73% | 2.92% | 3.94% | 3.04% | 2.29% |
Drawdowns
MFUS vs. FNDX - Drawdown Comparison
The maximum MFUS drawdown since its inception was -35.21%, smaller than the maximum FNDX drawdown of -37.71%. Use the drawdown chart below to compare losses from any high point for MFUS and FNDX. For additional features, visit the drawdowns tool.
Volatility
MFUS vs. FNDX - Volatility Comparison
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS) has a higher volatility of 2.44% compared to Schwab Fundamental U.S. Large Company Index ETF (FNDX) at 2.30%. This indicates that MFUS's price experiences larger fluctuations and is considered to be riskier than FNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.