FNDA vs SPAB
Comparison between SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF (FNDA, ETF) and SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB, ETF).
5-Year PerformanceFNDA has outperformed SPAB, delivering a return of +7.4% compared to +0.2%
FNDA vs SPAB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FNDA vs SPAB - Historical Returns
Returns include dividend reinvestment.
FNDA vs SPAB - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FNDA | SPAB |
|---|---|---|
| 2026 | +13.41% | +0.66% |
| 2025 | +7.91% | +7.16% |
| 2024 | +9.51% | +1.68% |
| 2023 | +20.41% | +5.02% |
| 2022 | -15.39% | -12.57% |
| 2021 | +32.85% | -1.71% |
| 2020 | +8.35% | +7.17% |
| 2019 | +23.72% | +8.55% |
| 2018 | -12.90% | -0.04% |
| 2017 | +11.89% | +3.66% |
| 2016 | +25.78% | +2.28% |
| 2015 | -4.69% | +0.06% |
| 2014 | +8.81% | +5.94% |
| 2013 | +14.35% | -2.08% |
| 2012 | N/A | +4.23% |
| 2011 | N/A | +7.94% |
| 2010 | N/A | +6.30% |
| 2009 | N/A | +3.94% |
| 2008 | N/A | +7.97% |
| 2007 | N/A | +5.46% |
FNDA vs SPAB Drawdown Comparison
The maximum drawdown for FNDA was -44.64%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for SPAB was -18.56%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current FNDA drawdown is -0.41%. The current SPAB drawdown is -1.96%.
| Rank | FNDA | SPAB |
|---|---|---|
| #1 | -44.64% Jan 16, 2020 - Nov 23, 2020 | -18.56% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -25.92% Nov 25, 2024 - Dec 10, 2025 | -13.75% Sep 9, 2008 - Nov 10, 2008 |
| #3 | -25.32% Nov 5, 2021 - Dec 26, 2023 | -9.41% Mar 6, 2020 - May 29, 2020 |
| #4 | -24.88% Aug 29, 2018 - Jan 16, 2020 | -6.43% Jan 20, 2009 - Aug 13, 2009 |
| #5 | -22.04% Jun 23, 2015 - Aug 8, 2016 | -5.01% May 1, 2013 - May 7, 2014 |
| #6 | -12.36% Jul 3, 2014 - Dec 23, 2014 | -4.38% Jul 6, 2016 - Aug 30, 2017 |
| #7 | -9.89% Jun 8, 2021 - Nov 1, 2021 | -3.71% Nov 4, 2010 - May 5, 2011 |
| #8 | -9.38% Jan 26, 2018 - May 21, 2018 | -3.58% Sep 7, 2017 - Jan 30, 2019 |
| #9 | -9.36% Feb 10, 2026 - Apr 17, 2026 | -3.47% Mar 17, 2008 - Sep 9, 2008 |
| #10 | -9.01% Jul 31, 2024 - Sep 19, 2024 | -3.11% Jan 30, 2015 - Feb 8, 2016 |
| #11 | -8.82% Mar 15, 2021 - May 7, 2021 | -2.97% Nov 10, 2008 - Nov 25, 2008 |
| #12 | -7.38% Mar 28, 2024 - May 15, 2024 | -2.04% Sep 4, 2019 - Jan 15, 2020 |
| #13 | -7.09% Jan 22, 2014 - Feb 26, 2014 | -1.82% Dec 18, 2008 - Jan 14, 2009 |
| #14 | -6.70% Dec 27, 2023 - Mar 21, 2024 | -1.81% May 30, 2007 - Jul 26, 2007 |
| #15 | -6.38% Sep 7, 2016 - Nov 11, 2016 | -1.79% Sep 22, 2011 - Dec 16, 2011 |
Correlation
Correlation between FNDA and SPAB is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
FNDA vs SPAB dividend yield comparison.
| Year | FNDA | SPAB |
|---|---|---|
| 2026 | 0.17% | 1.33% |
| 2025 | 1.22% | 3.97% |
| 2024 | 1.53% | 3.86% |
| 2023 | 1.37% | 3.34% |
| 2022 | 1.38% | 2.59% |
| 2021 | 1.15% | 2.11% |
| 2020 | 1.31% | 2.43% |
| 2019 | 1.38% | 2.92% |
| 2018 | 1.64% | 2.96% |
| 2017 | 1.30% | 2.67% |
| 2016 | 1.18% | 2.63% |
| 2015 | 1.33% | 2.59% |
| 2014 | 1.06% | 2.43% |
| 2013 | 0.32% | 1.99% |
| 2012 | 0.00% | 2.35% |
| 2011 | 0.00% | 3.44% |
| 2010 | 0.00% | 4.54% |
| 2009 | 0.00% | 5.24% |
| 2008 | 0.00% | 4.40% |
| 2007 | 0.00% | 2.96% |
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