FNDB vs SDIV
Comparison between SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF (FNDB, ETF) and GLOBAL X SUPERDIVIDEND ETF (SDIV, ETF).
5-Year PerformanceFNDB has outperformed SDIV, delivering a return of +12.2% compared to -0.8%
FNDB vs SDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FNDB
$1.30B
SDIV
$1.30B
Expense Ratio
Winner
FNDB
0.25%
SDIV
0.58%
Max Drawdown
Winner
FNDB
38.17%
SDIV
76.97%
Sharpe Ratio
Winner
FNDB
2.24
SDIV
1.53
5Y Beta
FNDB
0.78
Winner
SDIV
0.59
P/E Ratio
FNDB
25.02
SDIV
N/A
Forward P/E
FNDB
15.46
SDIV
N/A
5Y Dividends CAGR
Winner
FNDB
6.87%
SDIV
-4.62%
5Y EPS CAGR
FNDB
12.71%
SDIV
N/A
Debt to Equity
FNDB
39.04%
SDIV
N/A
P/S Ratio
FNDB
1.37
SDIV
N/A
P/B Ratio
FNDB
2.78
SDIV
N/A
FNDB vs SDIV - Holdings Comparison
FNDB and SDIV have 28 common holdings. Overlap is 0.20%
FNDB's top 25 holdings weight is 31.95%. SDIV's top 25 holdings weight is 27.43%.
| Rank | FNDB | SDIV |
|---|---|---|
| #1 | APPLE INC (AAPL) - 3.84% | THUNGELA RESOURCES LTD ORDINARY SHARES (n/a) - 1.33% |
| #2 | EXXON MOBIL CORP (XOM) - 2.67% | ITHACA ENERGY PLC ORDINARY SHARE (n/a) - 1.27% |
| #3 | MICROSOFT CORP (MSFT) - 1.98% | NORDIC AMERICAN TANKERS LTD (NAT) - 1.24% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 1.87% | HARBOUR ENERGY PLC (n/a) - 1.22% |
| #5 | CHEVRON CORP (CVX) - 1.73% | ODONTOPREV SA (n/a) - 1.20% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.49% | AKER BP ASA (n/a) - 1.18% |
| #7 | AMAZON.COM INC (AMZN) - 1.46% | PT INDO TAMBANGRAYA MEGAH TBK (n/a) - 1.15% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | n/a (n/a) - 1.13% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.39% | FLEX LNG LTD (BM) (FLNG) - 1.09% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.20% | VAR ENERGI ASA (n/a) - 1.09% |
| #11 | WALMART INC (WMT) - 1.10% | THE WESTERN UNION CO (WU) - 1.08% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 1.08% | n/a (n/a) - 1.07% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.04% | DNO ASA (n/a) - 1.07% |
| #14 | INTEL CORP (INTC) - 1.01% | EXXARO RESOURCES LTD (n/a) - 1.07% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 1.01% | GREENCOAT RENEWABLES (n/a) - 1.07% |
| #16 | AT&T INC (T) - 0.97% | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.05% |
| #17 | BANK OF AMERICA CORP (BAC) - 0.83% | ALEXANDER'S INC (ALX) - 1.05% |
| #18 | CITIGROUP INC (C) - 0.79% | n/a (n/a) - 1.05% |
| #19 | CONOCOPHILLIPS (COP) - 0.77% | n/a (n/a) - 1.02% |
| #20 | CVS HEALTH CORP (CVS) - 0.74% | n/a (ZIM) - 1.02% |
| #21 | PFIZER INC (PFE) - 0.73% | SFL CORP LTD (SFL) - 1.01% |
| #22 | VALERO ENERGY CORP (VLO) - 0.71% | PT ALAMTRI RESOURCES INDONESIA TBK (n/a) - 1.00% |
| #23 | WELLS FARGO & CO (WFC) - 0.71% | VALE SA (n/a) - 0.99% |
| #24 | COMCAST CORP CLASS A (CMCSA) - 0.69% | ADAMAS TRUST INC (ADAM) - 0.99% |
| #25 | MERCK & CO INC (MRK) - 0.68% | PARK HOTELS & RESORTS INC (PK) - 0.99% |
| Total Holdings | 1639 | 137 |
FNDB vs SDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FNDB
+1.69%
SDIV
-5.18%
3M
Winner
FNDB
+7.97%
SDIV
-1.93%
6M
Winner
FNDB
+13.62%
SDIV
+6.85%
1Y
Winner
FNDB
+31.82%
SDIV
+24.36%
5Y(CAGR)
Winner
FNDB
+12.19%
SDIV
-0.83%
10Y(CAGR)
Winner
FNDB
+13.85%
SDIV
-0.12%
Max(CAGR)
Winner
FNDB
+12.92%
SDIV
+1.09%
FNDB vs SDIV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FNDB | SDIV |
|---|---|---|
| 2026 | +12.52% | +5.14% |
| 2025 | +16.53% | +28.47% |
| 2024 | +16.33% | +2.11% |
| 2023 | +18.60% | +5.86% |
| 2022 | -8.14% | -26.97% |
| 2021 | +33.35% | +3.60% |
| 2020 | +8.70% | -21.28% |
| 2019 | +28.05% | +11.85% |
| 2018 | -8.85% | -15.74% |
| 2017 | +15.90% | +10.64% |
| 2016 | +18.38% | +14.76% |
| 2015 | -2.93% | -8.75% |
| 2014 | +12.96% | +5.95% |
| 2013 | +11.99% | +12.01% |
| 2012 | N/A | +13.94% |
| 2011 | N/A | -14.02% |
FNDB vs SDIV Drawdown Comparison
The maximum drawdown for FNDB was -38.17%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for SDIV was -56.92%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current FNDB drawdown is -1.61%. The current SDIV drawdown is -17.79%.
| Rank | FNDB | SDIV |
|---|---|---|
| #1 | -38.17% Feb 12, 2020 - Nov 13, 2020 | -56.92% Jan 26, 2018 - Mar 23, 2020 |
| #2 | -20.05% Sep 21, 2018 - Jul 3, 2019 | -27.21% Aug 29, 2014 - Jun 13, 2017 |
| #3 | -19.28% Jan 12, 2022 - Jul 13, 2023 | -25.26% Jul 1, 2011 - Jan 2, 2013 |
| #4 | -16.83% Nov 29, 2024 - Jul 3, 2025 | -14.38% May 8, 2013 - Oct 16, 2013 |
| #5 | -14.83% May 21, 2015 - Apr 27, 2016 | -6.44% Oct 25, 2013 - Feb 14, 2014 |
| #6 | -10.42% Jul 31, 2023 - Dec 8, 2023 | -5.41% Oct 13, 2017 - Jan 5, 2018 |
| #7 | -10.39% Jan 26, 2018 - Aug 21, 2018 | -3.91% Aug 1, 2014 - Aug 27, 2014 |
| #8 | -7.80% Sep 18, 2014 - Nov 6, 2014 | -2.89% Jun 9, 2011 - Jun 30, 2011 |
| #9 | -6.96% Jul 24, 2019 - Sep 11, 2019 | -2.83% Feb 19, 2013 - Mar 14, 2013 |
| #10 | -6.51% Dec 31, 2013 - Mar 4, 2014 | -2.82% Apr 11, 2013 - Apr 25, 2013 |
| #11 | -6.47% Jul 16, 2024 - Aug 23, 2024 | -2.65% Aug 1, 2017 - Sep 7, 2017 |
| #12 | -6.29% Feb 11, 2026 - Apr 16, 2026 | -2.30% Mar 6, 2014 - Mar 28, 2014 |
| #13 | -5.83% Jun 8, 2021 - Aug 11, 2021 | -2.18% Jul 23, 2014 - Aug 1, 2014 |
| #14 | -5.73% Nov 8, 2021 - Dec 27, 2021 | -1.76% Jul 1, 2014 - Jul 23, 2014 |
| #15 | -5.46% Jun 8, 2016 - Jul 8, 2016 | -1.65% Jun 28, 2017 - Jul 14, 2017 |
Correlation
Correlation between FNDB and SDIV is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.45
-101
Dividend Comparison (2011 - 2026)
FNDB vs SDIV dividend yield comparison.
| Year | FNDB | SDIV |
|---|---|---|
| 2026 | 0.35% | 3.82% |
| 2025 | 1.62% | 9.59% |
| 2024 | 1.74% | 11.33% |
| 2023 | 1.80% | 11.73% |
| 2022 | 1.98% | 14.17% |
| 2021 | 1.63% | 8.95% |
| 2020 | 2.15% | 7.96% |
| 2019 | 2.23% | 8.73% |
| 2018 | 2.41% | 9.22% |
| 2017 | 1.91% | 6.66% |
| 2016 | 2.06% | 6.95% |
| 2015 | 2.26% | 7.33% |
| 2014 | 1.65% | 6.45% |
| 2013 | 0.61% | 6.89% |
| 2012 | 0.00% | 7.57% |
| 2011 | 0.00% | 4.78% |
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