XJR vs. FNDA

In the year-to-date period, XJR achieves a -5.60% return, which is significantly lower than FNDA's -5.08% return.

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XJR has a 0.12% expense ratio, which is lower than FNDA'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%.

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P Small-Cap ETF (XJR) and Schwab Fundamental US Small Co. Index ETF (FNDA). 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.

The current XJR Sharpe Ratio is 0.09, which is comparable to the FNDA Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of XJR and FNDA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XJR's dividend yield for the trailing twelve months is around 2.07%, more than FNDA's 1.15% yield.

The maximum XJR drawdown since its inception was -27.14%, smaller than the maximum FNDA drawdown of -44.64%. Use the drawdown chart below to compare losses from any high point for XJR and FNDA. For additional features, visit the drawdowns tool.

iShares ESG Screened S&P Small-Cap ETF (XJR) and Schwab Fundamental US Small Co. Index ETF (FNDA) have volatilities of 6.04% and 5.89%, 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.