FNDX vs USHY

Comparison between SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF (FNDX, ETF) and ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF).

5-Year PerformanceFNDX has outperformed USHY, delivering a return of +12.5% compared to +4.3%

FNDX vs USHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FNDX(ETF)	USHY(ETF)
Net Assets	$24B	$24B
Expense Ratio	0.25%	0.08%
Max Drawdown	37.72%	23.61%
Sharpe Ratio	2.45	1.25
5Y Beta	0.78	0.23
P/E Ratio	25.01	N/A
Forward P/E	16.80	N/A
5Y Dividends CAGR	6.14%	4.95%
5Y EPS CAGR	14.26%	N/A
Debt to Equity	34.81%	N/A
P/S Ratio	1.50	N/A
P/B Ratio	2.85	N/A

Net Assets

FNDX

$24B

Winner

USHY

$24B

Expense Ratio

FNDX

0.25%

Winner

USHY

0.08%

Max Drawdown

FNDX

37.72%

Winner

USHY

23.61%

Sharpe Ratio

Winner

FNDX

2.45

USHY

1.25

5Y Beta

FNDX

0.78

Winner

USHY

0.23

P/E Ratio

FNDX

25.01

USHY

N/A

Forward P/E

FNDX

16.80

USHY

N/A

5Y Dividends CAGR

Winner

FNDX

6.14%

USHY

4.95%

5Y EPS CAGR

FNDX

14.26%

USHY

N/A

Debt to Equity

FNDX

34.81%

USHY

N/A

P/S Ratio

FNDX

1.50

USHY

N/A

P/B Ratio

FNDX

2.85

USHY

N/A

FNDX vs USHY - Historical Returns

Returns include dividend reinvestment.

Period	FNDX	USHY
1 month	+5.89%	+0.44%
3 months	+4.78%	+0.53%
6 months	+15.61%	+2.77%
1 year	+33.60%	+8.72%
5 years(CAGR)	+12.55%	+4.31%
10 years(CAGR)	+14.27%	+4.80%
Max(CAGR)	+13.08%	+4.80%

Winner

FNDX

+5.89%

USHY

+0.44%

Winner

FNDX

+4.78%

USHY

+0.53%

Winner

FNDX

+15.61%

USHY

+2.77%

Winner

FNDX

+33.60%

USHY

+8.72%

5Y(CAGR)

Winner

FNDX

+12.55%

USHY

+4.31%

10Y(CAGR)

Winner

FNDX

+14.27%

USHY

+4.80%

Max(CAGR)

Winner

FNDX

+13.08%

USHY

+4.80%

FNDX vs USHY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FNDX	USHY
2026	+11.16%	+1.36%
2025	+17.28%	+8.61%
2024	+16.68%	+8.79%
2023	+18.38%	+12.52%
2022	-7.68%	-11.13%
2021	+33.32%	+5.27%
2020	+8.38%	+5.77%
2019	+28.34%	+14.58%
2018	-8.02%	-2.55%
2017	+16.22%	+0.16%
2016	+17.88%	N/A
2015	-2.97%	N/A
2014	+13.26%	N/A
2013	+11.33%	N/A

FNDX vs USHY Drawdown Comparison

The maximum drawdown for FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current FNDX drawdown is -0.07%. The current USHY drawdown is -0.08%.

Rank	FNDX	USHY
#1	-37.72% Feb 12, 2020 - Nov 13, 2020	-22.44% Feb 14, 2020 - Oct 12, 2020
#2	-19.64% Sep 21, 2018 - Jul 3, 2019	-15.57% Dec 27, 2021 - Dec 21, 2023
#3	-19.04% Jan 12, 2022 - Jul 12, 2023	-6.11% Oct 1, 2018 - Jan 31, 2019
#4	-16.30% Feb 19, 2025 - Jul 1, 2025	-4.66% Feb 28, 2025 - May 12, 2025
#5	-14.24% May 21, 2015 - Apr 27, 2016	-2.66% Jan 8, 2018 - Aug 1, 2018
#6	-10.80% Jan 26, 2018 - Aug 27, 2018	-2.43% Feb 20, 2026 - Apr 9, 2026
#7	-10.14% Jul 31, 2023 - Dec 1, 2023	-2.31% Nov 5, 2021 - Dec 22, 2021
#8	-7.77% Sep 19, 2014 - Nov 6, 2014	-2.31% Mar 27, 2024 - May 6, 2024
#9	-6.77% Jul 26, 2019 - Sep 11, 2019	-2.06% Feb 12, 2021 - Apr 6, 2021
#10	-6.45% Jul 16, 2024 - Aug 23, 2024	-1.92% Oct 12, 2020 - Nov 4, 2020
#11	-6.20% Dec 31, 2013 - Feb 28, 2014	-1.82% May 3, 2019 - Jun 11, 2019
#12	-6.07% Feb 11, 2026 - Apr 16, 2026	-1.70% Dec 6, 2024 - Jan 17, 2025
#13	-6.05% Nov 29, 2024 - Feb 19, 2025	-1.61% Dec 27, 2023 - Feb 1, 2024
#14	-5.42% Jun 8, 2021 - Aug 11, 2021	-1.48% Sep 16, 2021 - Nov 5, 2021
#15	-5.38% Nov 8, 2021 - Dec 27, 2021	-1.36% Nov 3, 2017 - Dec 1, 2017

Correlation

Correlation between FNDX and USHY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

FNDX vs USHY dividend yield comparison.

Year	FNDX	USHY
2026	0.37%	2.29%
2025	1.63%	6.79%
2024	1.76%	6.89%
2023	1.82%	6.63%
2022	2.07%	6.08%
2021	1.65%	5.07%
2020	2.29%	5.30%
2019	2.23%	5.92%
2018	2.40%	6.30%
2017	1.87%	0.72%
2016	2.01%	0.00%
2015	2.01%	0.00%
2014	1.62%	0.00%
2013	0.53%	0.00%