SMOM vs. FNDX
SMOM (Symmetry Panoramic Sector Momentum ETF) and FNDX (Schwab Fundamental U.S. Large Company Index ETF) are both exchange-traded funds - SMOM is a Large Cap Blend Equities fund actively managed by Symmetry Partners, while FNDX is a Large Cap Value Equities fund tracking the RAFI Fundamental High Liquidity US Large Index. SMOM is actively managed, while FNDX is passively managed. A 0.77 correlation means they provide meaningful diversification when combined. SMOM charges 0.63%/yr vs 0.25%/yr for FNDX.
Performance
SMOM vs. FNDX - Performance Comparison
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Returns By Period
In the year-to-date period, SMOM achieves a 8.28% return, which is significantly lower than FNDX's 14.79% return.
SMOM
- 1D
- 0.43%
- 1M
- 0.69%
- YTD
- 8.28%
- 6M
- 7.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FNDX
- 1D
- 0.19%
- 1M
- 0.94%
- YTD
- 14.79%
- 6M
- 14.33%
- 1Y
- 31.80%
- 3Y*
- 20.50%
- 5Y*
- 13.48%
- 10Y*
- 14.53%
SMOM vs. FNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SMOM Symmetry Panoramic Sector Momentum ETF | 8.28% | 2.78% |
FNDX Schwab Fundamental U.S. Large Company Index ETF | 14.79% | 6.22% |
Correlation
The correlation between SMOM and FNDX is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 10, 2025 | 0.77 |
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Return for Risk
SMOM vs. FNDX — Risk / Return Rank
SMOM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FNDX
SMOM vs. FNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic Sector Momentum ETF (SMOM) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMOM | FNDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.56 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.27 | — |
| Martin ratioReturn relative to average drawdown | — | 20.40 | — |
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Drawdowns
SMOM vs. FNDX - Drawdown Comparison
The maximum SMOM drawdown since its inception was -7.45%, smaller than the maximum FNDX drawdown of -37.72%. Use the drawdown chart below to compare losses from any high point for SMOM and FNDX.
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Drawdown Indicators
| SMOM | FNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.45% | -37.72% | +30.27% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.06% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.30% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.06% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.72% | — |
Current DrawdownCurrent decline from peak | -1.40% | -1.02% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -1.49% | -3.55% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.56% | — |
Volatility
SMOM vs. FNDX - Volatility Comparison
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Volatility by Period
| SMOM | FNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.29% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.61% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.76% | 10.47% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.76% | 15.18% | -2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.76% | 17.52% | -4.76% |
SMOM vs. FNDX - Expense Ratio Comparison
SMOM has a 0.63% expense ratio, which is higher than FNDX's 0.25% expense ratio.
Dividends
SMOM vs. FNDX - Dividend Comparison
SMOM's dividend yield for the trailing twelve months is around 0.15%, less than FNDX's 1.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.45% | 1.63% | 1.76% | 1.82% | 2.07% | 1.64% | 2.29% | 2.23% | 2.40% | 1.86% | 2.01% | 2.01% |
SMOM Symmetry Panoramic Sector Momentum ETF | 0.15% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SMOM and FNDX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FNDX is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FNDX is cheaper with a 0.25% expense ratio, compared with 0.63% for SMOM.
FNDX has the higher dividend yield at 1.45%, compared with 0.15% for SMOM.
SMOM is categorized as Large Cap Blend Equities, while FNDX is Large Cap Value Equities. They also come from different issuers: Symmetry Partners and Charles Schwab. Their fees differ too: 0.63% for SMOM and 0.25% for FNDX.
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