SCHX vs. FNDX
Compare and contrast key facts about Schwab U.S. Large-Cap ETF (SCHX) and Schwab Fundamental U.S. Large Company Index ETF (FNDX).
SCHX and FNDX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009. 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 SCHX 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: SCHX or FNDX.
Key characteristics
| SCHX | FNDX | |
|---|---|---|
| YTD Return | 9.11% | 6.72% |
| 1Y Return | 27.89% | 22.43% |
| 3Y Return (Ann) | 7.92% | 8.00% |
| 5Y Return (Ann) | 14.24% | 13.93% |
| 10Y Return (Ann) | 12.66% | 11.28% |
| Sharpe Ratio | 2.38 | 2.08 |
| Daily Std Dev | 11.78% | 10.74% |
| Max Drawdown | -34.33% | -37.72% |
| Current Drawdown | -1.19% | -2.33% |
Correlation
The correlation between SCHX and FNDX is 0.92, 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
SCHX vs. FNDX - Performance Comparison
In the year-to-date period, SCHX achieves a 9.11% return, which is significantly higher than FNDX's 6.72% return. Over the past 10 years, SCHX has outperformed FNDX with an annualized return of 12.66%, while FNDX has yielded a comparatively lower 11.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SCHX vs. FNDX - Expense Ratio Comparison
SCHX has a 0.03% expense ratio, which is lower than FNDX's 0.25% 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
SCHX vs. FNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap ETF (SCHX) 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
SCHX vs. FNDX - Dividend Comparison
SCHX's dividend yield for the trailing twelve months is around 1.31%, less than FNDX's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX Schwab U.S. Large-Cap ETF | 1.31% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 2.39% | 2.04% | 1.76% | 1.65% |
FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.75% | 1.82% | 2.07% | 1.64% | 2.29% | 2.23% | 2.40% | 1.86% | 2.01% | 2.01% | 1.62% | 0.46% |
Drawdowns
SCHX vs. FNDX - Drawdown Comparison
The maximum SCHX drawdown since its inception was -34.33%, smaller than the maximum FNDX drawdown of -37.72%. Use the drawdown chart below to compare losses from any high point for SCHX and FNDX. For additional features, visit the drawdowns tool.
Volatility
SCHX vs. FNDX - Volatility Comparison
Schwab U.S. Large-Cap ETF (SCHX) has a higher volatility of 4.11% compared to Schwab Fundamental U.S. Large Company Index ETF (FNDX) at 3.51%. This indicates that SCHX'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.