Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  FNDX Schwab Fundamental U.S. Large… |
|---|---|
| Price | 32.16 +0.23% |
| Issuer | Schwab |
| AUM | $27.71B |
| Expense Ratio | 0.25% |
| Yield (TTM) | 1.47% |
| Inception | Aug 15, 2013 |
| Holdings | 734 |
| Avg Volume | 2.87M |
| YTD | +18.19% |
| 1Y total | +23.93% |
| 3Y total (ann.) | +21.63% |
| 5Y total (ann.) | +13.70% |
| Volatility 1Y | 10.03% |
| Sharpe 1Y | 2.36 |
| Max drawdown 1Y | -6.08% |
| Beta vs S&P 500 (3Y) | 0.764 |
| Top 10 holdings | AAPL 4.86% MSFT 3.20% XOM 2.41% AMZN 1.93% META 1.80% GOOGL 1.77% BRK-B 1.75% CVX 1.61% JPM 1.55% GOOG 1.42% |
| Sector mix | Technology 19.41% Financial Services 14.92% Healthcare 13.50% Energy 10.14% Industrials 9.06% Consumer Cyclical 9.00% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.