FNDX vs SCHV: Which Value ETF Actually Survives the Crash? | Don't Make This Mistake скачать в хорошем качестве

FNDX vs SCHV: Which Value ETF Actually Survives the Crash? | Don't Make This Mistake

FNDX crushed SCHV with 83% five-year returns versus 64%, but SCHV recovered from its worst drawdown in 285 days while SCHV took a brutal 486 days—that's 201 extra days underwater. Here's the full breakdown: FNDX delivered stronger risk-adjusted returns with a 1.0 Sharpe ratio and 0.9 Sortino ratio, but SCHV charges just 0.04% annually versus FNDX's 0.25%, saving you $210 per year on every $100,000 invested. Watch as we analyze maximum drawdowns (-19% vs -20%), volatility (15% vs 14%), dividend yields (1.6% vs 1.9%), and sector allocations to determine which value ETF actually fits your portfolio. Timestamps: 0:00 - FNDX vs SCHV: Which Value ETF Actually Survives the Crash? | Don't Make This Mistake 0:15 - The Recovery Time Gap Was Brutal 0:24 - Five-Year Returns Favor FNDX 0:36 - Three-Year Performance Shows Same Pattern 0:48 - In Plain English: Total Returns 1:00 - Sharpe Ratio Reveals Risk Efficiency 1:11 - Sortino Ratio Measures Downside Risk 1:25 - In Plain English: Risk-Adjusted Returns 1:39 - Volatility Shows Similar Swings 1:49 - Beta Measures Market Sensitivity 1:58 - In Plain English: Volatility and Beta 2:07 - Maximum Drawdown Comparison 2:20 - Recovery Speed Favored FNDX 2:29 - In Plain English: Maximum Drawdown 2:43 - Expense Ratio Shows Massive Gap 2:52 - Fee Impact Compounds Over Decades 3:06 - What We've Learned So Far 3:20 - In Plain English: Expense Ratios 3:33 - Financial Services Exposure Differs 3:44 - Energy Sector Weight Flips 3:55 - In Plain English: Sector Exposure 4:09 - Dividend Yield Comparison 4:21 - Income Generation Favors SCHV 4:32 - In Plain English: Dividend Yield 4:42 - Assets Under Management Tell Scale Story 4:55 - Which Fund Fits Your Profile? 5:07 - In Plain English: Investor Profiles 5:21 - Disclaimer 5:30 - Subscribe for More Fund Battles Disclaimer: This content is for educational and entertainment purposes only. Past performance does not guarantee future results. Consult a financial advisor before investing. Note: The visual presentation and narration of this analysis were enhanced using generative AI to focus on delivering high-quality, actionable financial research.