SPDW vs. FNDF
Compare and contrast key facts about SPDR Portfolio World ex-US ETF (SPDW) and Schwab Fundamental International Large Company Index ETF (FNDF).
SPDW and FNDF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPDW is a passively managed fund by State Street that tracks the performance of the S&P Developed Ex-U.S. BMI Index. It was launched on Apr 26, 2007. FNDF is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental Developed ex-U.S. Large Company Index. It was launched on Aug 15, 2013. Both SPDW and FNDF 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: SPDW or FNDF.
Correlation
The correlation between SPDW and FNDF is 0.97, 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
SPDW vs. FNDF - Performance Comparison
Key characteristics
SPDW:
0.38
FNDF:
0.30
SPDW:
0.61
FNDF:
0.48
SPDW:
1.07
FNDF:
1.06
SPDW:
0.51
FNDF:
0.38
SPDW:
1.28
FNDF:
0.95
SPDW:
3.83%
FNDF:
4.02%
SPDW:
12.79%
FNDF:
12.68%
SPDW:
-60.02%
FNDF:
-40.14%
SPDW:
-8.23%
FNDF:
-8.59%
Returns By Period
In the year-to-date period, SPDW achieves a 0.67% return, which is significantly lower than FNDF's 0.81% return. Over the past 10 years, SPDW has underperformed FNDF with an annualized return of 5.47%, while FNDF has yielded a comparatively higher 5.92% annualized return.
SPDW
0.67%
-1.95%
-4.03%
6.73%
4.54%
5.47%
FNDF
0.81%
-1.30%
-5.20%
5.57%
6.28%
5.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SPDW vs. FNDF - Expense Ratio Comparison
SPDW has a 0.04% expense ratio, which is lower than FNDF'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
SPDW vs. FNDF — Risk-Adjusted Performance Rank
SPDW
FNDF
SPDW vs. FNDF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio World ex-US ETF (SPDW) and Schwab Fundamental International Large Company Index ETF (FNDF). 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
SPDW vs. FNDF - Dividend Comparison
SPDW's dividend yield for the trailing twelve months is around 3.17%, less than FNDF's 3.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPDW SPDR Portfolio World ex-US ETF | 3.17% | 3.19% | 2.75% | 3.12% | 3.04% | 1.87% | 3.13% | 3.08% | 1.86% | 3.11% | 2.79% | 3.51% |
FNDF Schwab Fundamental International Large Company Index ETF | 3.98% | 4.01% | 3.41% | 3.10% | 3.54% | 2.17% | 3.20% | 3.47% | 2.32% | 2.42% | 2.08% | 1.83% |
Drawdowns
SPDW vs. FNDF - Drawdown Comparison
The maximum SPDW drawdown since its inception was -60.02%, which is greater than FNDF's maximum drawdown of -40.14%. Use the drawdown chart below to compare losses from any high point for SPDW and FNDF. For additional features, visit the drawdowns tool.
Volatility
SPDW vs. FNDF - Volatility Comparison
SPDR Portfolio World ex-US ETF (SPDW) and Schwab Fundamental International Large Company Index ETF (FNDF) have volatilities of 3.66% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.