FNDX vs AVEM
Comparison between SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF (FNDX, ETF) and AVANTIS EMERGING MARKETS EQUITY ETF (AVEM, ETF).
5-Year PerformanceFNDX has outperformed AVEM, delivering a return of +14.2% compared to +11.4%
FNDX vs AVEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FNDX
$27B
AVEM
$26B
Expense Ratio
Winner
FNDX
0.25%
AVEM
0.33%
Max Drawdown
FNDX
37.72%
Winner
AVEM
36.32%
Sharpe Ratio
Winner
FNDX
2.29
AVEM
1.24
5Y Beta
Winner
FNDX
0.76
AVEM
0.89
P/E Ratio
FNDX
23.31
AVEM
N/A
Forward P/E
FNDX
15.96
AVEM
N/A
5Y Dividends CAGR
FNDX
6.60%
Winner
AVEM
20.14%
5Y EPS CAGR
FNDX
13.92%
AVEM
N/A
Debt to Equity
FNDX
39.63%
AVEM
N/A
P/S Ratio
FNDX
1.44
AVEM
N/A
P/B Ratio
FNDX
3.02
AVEM
N/A
FNDX vs AVEM - Holdings Comparison
FNDX and AVEM have 2 common holdings. Overlap is 0.02%
FNDX's top 25 holdings weight is 34.77%. AVEM's top 25 holdings weight is 36.76%.
| Rank | FNDX | AVEM |
|---|---|---|
| #1 | APPLE INC (AAPL) - 4.28% | n/a (TSM) - 9.91% |
| #2 | MICROSOFT CORP (MSFT) - 2.80% | SK HYNIX INC (n/a) - 6.49% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.40% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 4.99% |
| #4 | AMAZON.COM INC (AMZN) - 1.88% | TENCENT HOLDINGS LTD (n/a) - 1.68% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 1.80% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.08% |
| #6 | JPMORGAN CHASE & CO (JPM) - 1.66% | MEDIATEK INC (n/a) - 0.99% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.92% |
| #8 | INTEL CORP (INTC) - 1.55% | PDD HOLDINGS INC ADR (PDD) - 0.82% |
| #9 | CHEVRON CORP (CVX) - 1.53% | CHROMA ATE INC (n/a) - 0.81% |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 1.49% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.75% |
| #11 | ALPHABET INC CLASS C (GOOG) - 1.44% | DELTA ELECTRONICS INC (n/a) - 0.72% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.26% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 0.72% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.05% | HYUNDAI MOTOR CO (n/a) - 0.67% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.04% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.67% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 0.95% | ANGLOGOLD ASHANTI PLC (AU) - 0.58% |
| #16 | WALMART INC (WMT) - 0.95% | n/a (n/a) - 0.55% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.88% | VALE SA ADR (VALE) - 0.54% |
| #18 | VALERO ENERGY CORP (VLO) - 0.82% | BANK OF CHINA LTD CLASS H (n/a) - 0.52% |
| #19 | CITIGROUP INC (C) - 0.80% | ICICI BANK LTD ADR (IBN) - 0.51% |
| #20 | CVS HEALTH CORP (CVS) - 0.79% | n/a (n/a) - 0.49% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.79% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.49% |
| #22 | WELLS FARGO & CO (WFC) - 0.77% | NETEASE INC ADR (NTES) - 0.48% |
| #23 | AT&T INC (T) - 0.77% | UNITED MICROELECTRONICS CORP (n/a) - 0.47% |
| #24 | MARATHON PETROLEUM CORP (MPC) - 0.72% | HDFC BANK LTD (n/a) - 0.47% |
| #25 | CONOCOPHILLIPS (COP) - 0.71% | UNIMICRON TECHNOLOGY CORP (n/a) - 0.44% |
| Total Holdings | 737 | 2748 |
FNDX vs AVEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FNDX
+2.98%
AVEM
+2.77%
3M
Winner
FNDX
+6.78%
AVEM
+1.79%
6M
Winner
FNDX
+12.78%
AVEM
+7.43%
1Y
FNDX
+30.76%
Winner
AVEM
+36.11%
5Y(CAGR)
Winner
FNDX
+14.23%
AVEM
+11.44%
10Y(CAGR)
FNDX
+14.37%
AVEM
N/A
Max(CAGR)
Winner
FNDX
+13.40%
AVEM
+12.40%
FNDX vs AVEM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FNDX | AVEM |
|---|---|---|
| 2026 | +19.48% | +20.24% |
| 2025 | +17.28% | +34.58% |
| 2024 | +16.68% | +8.98% |
| 2023 | +18.38% | +14.71% |
| 2022 | -7.68% | -18.66% |
| 2021 | +33.32% | +4.31% |
| 2020 | +8.38% | +12.83% |
| 2019 | +28.34% | +11.13% |
| 2018 | -8.02% | N/A |
| 2017 | +16.22% | N/A |
| 2016 | +17.88% | N/A |
| 2015 | -2.97% | N/A |
| 2014 | +13.26% | N/A |
| 2013 | +11.33% | N/A |
FNDX vs AVEM Drawdown Comparison
The maximum drawdown for FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for AVEM was -36.05%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The current FNDX drawdown is -0.49%. The current AVEM drawdown is -5.93%.
| Rank | FNDX | AVEM |
|---|---|---|
| #1 | -37.72% Feb 12, 2020 - Nov 13, 2020 | -36.05% Jan 17, 2020 - Nov 6, 2020 |
| #2 | -19.64% Sep 21, 2018 - Jul 3, 2019 | -34.01% Jun 4, 2021 - Sep 24, 2024 |
| #3 | -19.04% Jan 12, 2022 - Jul 12, 2023 | -18.02% Oct 7, 2024 - May 19, 2025 |
| #4 | -16.30% Feb 19, 2025 - Jul 1, 2025 | -14.28% Jun 22, 2026 - Jul 29, 2026 |
| #5 | -14.24% May 21, 2015 - Apr 27, 2016 | -13.13% Feb 25, 2026 - Apr 17, 2026 |
| #6 | -10.80% Jan 26, 2018 - Aug 27, 2018 | -8.39% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -10.14% Jul 31, 2023 - Dec 1, 2023 | -8.21% Feb 17, 2021 - Jun 1, 2021 |
| #8 | -7.77% Sep 19, 2014 - Nov 6, 2014 | -5.59% May 11, 2026 - May 26, 2026 |
| #9 | -6.77% Jul 26, 2019 - Sep 11, 2019 | -5.39% Jan 21, 2021 - Feb 8, 2021 |
| #10 | -6.45% Jul 16, 2024 - Aug 23, 2024 | -4.52% Oct 29, 2025 - Dec 26, 2025 |
| #11 | -6.20% Dec 31, 2013 - Feb 28, 2014 | -4.45% Oct 6, 2025 - Oct 20, 2025 |
| #12 | -6.07% Feb 11, 2026 - Apr 16, 2026 | -4.05% Nov 7, 2019 - Dec 12, 2019 |
| #13 | -6.05% Nov 29, 2024 - Feb 19, 2025 | -3.55% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -5.42% Jun 8, 2021 - Aug 11, 2021 | -2.99% Jan 28, 2026 - Feb 9, 2026 |
| #15 | -5.38% Nov 8, 2021 - Dec 27, 2021 | -2.67% Sep 23, 2019 - Oct 11, 2019 |
Correlation
Correlation between FNDX and AVEM is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2013 - 2026)
FNDX vs AVEM dividend yield comparison.
| Year | FNDX | AVEM |
|---|---|---|
| 2026 | 0.71% | 0.63% |
| 2025 | 1.63% | 2.45% |
| 2024 | 1.76% | 3.17% |
| 2023 | 1.82% | 3.06% |
| 2022 | 2.07% | 2.77% |
| 2021 | 1.65% | 2.61% |
| 2020 | 2.29% | 1.60% |
| 2019 | 2.23% | 0.35% |
| 2018 | 2.40% | 0.00% |
| 2017 | 1.87% | 0.00% |
| 2016 | 2.01% | 0.00% |
| 2015 | 2.01% | 0.00% |
| 2014 | 1.62% | 0.00% |
| 2013 | 0.53% | 0.00% |
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