Schwab Fundamental U.S. Large Company Index ETF
0.25%
25.9B
25,940M USDMedium
500
Physical
Distributing
USD
US
Russell RAFI US Large Company
Schwab
2013-08-15 (12 years)
With 25.9B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.25% is in line with the market average (~0.35%).
Launched in 2013-08-15, this fund has 12 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +2.0% |
| 3 Months (est.) | — | +6.3% |
| 6 Months (est.) | — | +12.9% |
| YTD (est.) | — | +10.6% |
| 1 Year | +27.5% | +27.5% |
| 3 Years | +17.6% | +62.5% |
| 5 Years | +11.5% | +72.1% |
| Since inception (12y) | +18.8% | +693.0% |
500
55.2%
9.6%
14.1%
15.2%
2.51
1.01
0.59
0.25%
-18.5%
0.59
15.2%
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The Schwab Fundamental U.S. Large Company Index ETF tracks the Russell RAFI US Large Company index. It is managed by Schwab using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.25%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.