A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in

FNDBvsIJR

Schwab Fundamental U.S. Broad Market Index ETF against iShares Core S&P Small-Cap ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
FNDB 119IJR 115Oct 25Oct 26GROWTH OF $100
Head to head
FNDBIJR
Expense ratio0.25%0.060%
Assets$824M$102.6B
Net flow, 1 month—−$181M
Net flow, 1 year—+$4.2B
Return, YTD+15.5%+14.0%
Return, 1 year+18.9%+14.9%
Avg daily volume518K3.4M
Holdings1733688
ListedAug 15, 2013May 22, 2000
Options marketNoYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.