FNDA vs VUSB

Comparison between SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF (FNDA, ETF) and VANGUARD ULTRA-SHORT BOND ETF ETF SHARES (VUSB, ETF).

5-Year PerformanceFNDA has outperformed VUSB, delivering a return of +7.6% compared to +3.5%

FNDA vs VUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FNDA(ETF)	VUSB(ETF)
Net Assets	$8.90B	$8.80B
Expense Ratio	0.25%	0.10%
Max Drawdown	45.93%	2.81%
Sharpe Ratio	1.51	1.06
5Y Beta	1.00	0.01
P/E Ratio	174.96	N/A
Forward P/E	14.86	N/A
5Y Dividends CAGR	8.29%	150.32%
5Y EPS CAGR	10.95%	N/A
Debt to Equity	42.51%	N/A
P/S Ratio	1.05	N/A
P/B Ratio	1.90	N/A

Net Assets

Winner

FNDA

$8.90B

VUSB

$8.80B

Expense Ratio

FNDA

0.25%

Winner

VUSB

0.10%

Max Drawdown

FNDA

45.93%

Winner

VUSB

2.81%

Sharpe Ratio

Winner

FNDA

1.51

VUSB

1.06

5Y Beta

FNDA

1.00

Winner

VUSB

0.01

P/E Ratio

FNDA

174.96

VUSB

N/A

Forward P/E

FNDA

14.86

VUSB

N/A

5Y Dividends CAGR

FNDA

8.29%

Winner

VUSB

150.32%

5Y EPS CAGR

FNDA

10.95%

VUSB

N/A

Debt to Equity

FNDA

42.51%

VUSB

N/A

P/S Ratio

FNDA

1.05

VUSB

N/A

P/B Ratio

FNDA

1.90

VUSB

N/A

FNDA vs VUSB - Historical Returns

Returns include dividend reinvestment.

Period	FNDA	VUSB
1 month	+6.08%	+0.42%
3 months	+14.97%	+1.07%
6 months	+16.05%	+1.76%
1 year	+33.09%	+4.52%
5 years(CAGR)	+7.61%	+3.47%
10 years(CAGR)	+11.32%	N/A
Max(CAGR)	+10.43%	+3.36%

Winner

FNDA

+6.08%

VUSB

+0.42%

Winner

FNDA

+14.97%

VUSB

+1.07%

Winner

FNDA

+16.05%

VUSB

+1.76%

Winner

FNDA

+33.09%

VUSB

+4.52%

5Y(CAGR)

Winner

FNDA

+7.61%

VUSB

+3.47%

10Y(CAGR)

FNDA

+11.32%

VUSB

N/A

Max(CAGR)

Winner

FNDA

+10.43%

VUSB

+3.36%

FNDA vs VUSB - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FNDA	VUSB
2026	+16.52%	+1.54%
2025	+7.91%	+5.20%
2024	+9.51%	+5.77%
2023	+20.41%	+5.52%
2022	-15.39%	-0.35%
2021	+32.85%	+0.00%
2020	+8.35%	N/A
2019	+23.72%	N/A
2018	-12.90%	N/A
2017	+11.89%	N/A
2016	+25.78%	N/A
2015	-4.69%	N/A
2014	+8.81%	N/A
2013	+14.35%	N/A

FNDA vs VUSB Drawdown Comparison

The maximum drawdown for FNDA was -44.64%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The maximum drawdown for VUSB was -1.79%, occurring on Jun 14, 2022. Recovery took 361 trading sessions.

The current FNDA drawdown is -0.59%.

Rank	FNDA	VUSB
#1	-44.64% Jan 16, 2020 - Nov 23, 2020	-1.79% Oct 1, 2021 - Mar 10, 2023
#2	-25.92% Nov 25, 2024 - Dec 10, 2025	-0.46% Apr 3, 2025 - Apr 24, 2025
#3	-25.32% Nov 5, 2021 - Dec 26, 2023	-0.37% Feb 27, 2026 - Apr 8, 2026
#4	-24.88% Aug 29, 2018 - Jan 16, 2020	-0.28% Mar 24, 2023 - Apr 5, 2023
#5	-22.04% Jun 23, 2015 - Aug 8, 2016	-0.20% May 12, 2023 - Jun 1, 2023
#6	-12.36% Jul 3, 2014 - Dec 23, 2014	-0.20% Apr 4, 2024 - Apr 23, 2024
#7	-9.89% Jun 8, 2021 - Nov 1, 2021	-0.19% Feb 1, 2024 - Feb 20, 2024
#8	-9.38% Jan 26, 2018 - May 21, 2018	-0.16% Sep 27, 2024 - Oct 16, 2024
#9	-9.36% Feb 10, 2026 - Apr 17, 2026	-0.14% Oct 9, 2023 - Oct 20, 2023
#10	-9.01% Jul 31, 2024 - Sep 19, 2024	-0.14% Aug 4, 2023 - Aug 23, 2023
#11	-8.82% Mar 15, 2021 - May 7, 2021	-0.14% Jul 13, 2023 - Jul 26, 2023
#12	-7.38% Mar 28, 2024 - May 15, 2024	-0.13% Jan 12, 2024 - Jan 25, 2024
#13	-7.09% Jan 22, 2014 - Feb 26, 2014	-0.12% Jun 1, 2023 - Jun 20, 2023
#14	-6.70% Dec 27, 2023 - Mar 21, 2024	-0.12% Mar 15, 2023 - Mar 20, 2023
#15	-6.38% Sep 7, 2016 - Nov 11, 2016	-0.12% Jun 28, 2023 - Jul 5, 2023

Correlation

Correlation between FNDA and VUSB is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2013 - 2026)

FNDA vs VUSB dividend yield comparison.

Year	FNDA	VUSB
2026	0.16%	1.75%
2025	1.22%	4.63%
2024	1.53%	5.16%
2023	1.37%	4.45%
2022	1.38%	1.56%
2021	1.15%	0.26%
2020	1.31%	0.00%
2019	1.38%	0.00%
2018	1.64%	0.00%
2017	1.30%	0.00%
2016	1.18%	0.00%
2015	1.33%	0.00%
2014	1.06%	0.00%
2013	0.32%	0.00%