Compare · 2 funds side by side · dividends reinvested

FNDX and SCHB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,364FNDX · best of the two

02 / 04

FNDX and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Large Company ETFUS Stock Styles · Large cap0.25%1.42%+23.4%+27.2%+24.7%+14.1%−6.0%9.9%$28.4B1.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FNDX 2013 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Large Company ETF · $28.4B$19,364

FNDX

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 62.8% in common

FNDXMeasureSCHB

+23.4%Year to dateJan 1 → Nov 4+13.3%

+27.2%1 yearTotal return+13.3%

+24.7%3 years · per year$10,000 became $19,375 · $19,056+24.0%

+14.1%5 years · per year$10,000 became $19,364 · $17,270+11.5%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

1.42%Trailing 12-mo yield$142 · $104 a year on $10k1.04%

−6.0%Worst dropSmaller is better−8.9%

9.9%VolatilityLower is calmer13.1%

FNDXSCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1FNDX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNDX vs SCHB: Top 5 Holdings

Today

FNDX

14.1%in top 5

SCHB

in top 524.4%

FNDXStockSCHB

not top 5NVDA6.8%

4.7%AAPL6.6%

3.2%MSFT5.3%

1.9%AMZN3.4%

2.5%XOMnot top 5

not top 5GOOGL2.2%

1.9%BRK-Bnot top 5

Held in common62.8%

End-of-day Nov 4, 2026 · share of each fund

FNDX vs SCHB Returns, Every Period

SchwabFNDX

+14.1%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

FNDXSCHBFaded: behind in that period

4–0FNDX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FNDX vs SCHB

YTD

SchwabFNDX

+23.4%

SCHBSchwab

+13.3%

+23.4%Year to date+13.3%

−6.0%Worst drop · 1Y−8.9%

9.9%Volatility · 1Y13.1%

1.4%Yield1.0%

$28.4BAssets$44.0B

4–0FNDX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNDX, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

FNDX0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FNDX, SCHB

1.42%highest, FNDX

FundTrailing yieldYield$10k

FNDX1.42%$142

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, FNDX

FNDX$142 − $25 = $117

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FNDX, SCHB

Today

62.8%most shared, FNDX and SCHB

FNDXSCHB

FNDX—62.8%

SCHB62.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.2%FNDX, at 9.9% volatility

FNDXWorst drop−6.0%9.9% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FNDXSCHB

+23.4%Year to date+13.3%

1.4%Yield1.0%

+27.2%Past year+13.3%

0.25%Fee0.03%

3–1FNDX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026