|Category||Large Blend||Large Blend|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||--||Dow Jones U.S. Large Cap Total Stock Market Index|
Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF is an exchange traded fund launched and managed by Davis Selected Advisers LP. The fund is co-managed by Davis Selected Advisers - NY, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of large-cap companies. The fund employs fundamental analysis to create its portfolio. It seeks to benchmark the performance of its portfolio against the S&P 500 Index. Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF was formed on January 11, 2017 and is domiciled in the United States.
DUSA performance & returns
Top 10 Holdings (63.99% of Total Assets)
|Berkshire Hathaway Inc Class B||BRK.B||10.72%|
|Meta Platforms Inc Class A||META||10.53%|
|Capital One Financial Corp||COF||7.71%|
|Wells Fargo & Co||WFC||5.54%|
|Alphabet Inc Class C||GOOG||4.73%|
|Markel Group Inc||MKL||4.02%|
|The Cigna Group||CI||3.94%|
DUSA prosNone that we could think of.
The following are DUSA weaknesses from our perspective:
Other relevant DUSA comparisons
You may also want to check out the following DUSA comparisons that investors often look for on Finny
- DUSA vs DIA
- DUSA vs DLN
- DUSA vs CDC
- DUSA vs CFO
- DUSA vs CFA
- DUSA vs CSM
- DUSA vs CAPE
- DUSA vs DJD
- DUSA vs DEUS
- DUSA vs DFND
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.
SCHX performance & returns
Top 10 Holdings (28.65% of Total Assets)
|Alphabet Inc Class A||GOOGL||1.99%|
|Alphabet Inc Class C||GOOG||1.73%|
|Meta Platforms Inc Class A||META||1.61%|
|Berkshire Hathaway Inc Class B||BRK.B||1.58%|
|Exxon Mobil Corp||XOM||1.11%|
The following are SCHX strengths from our perspective:
- SCHX 3-year return is 10.64%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SCHX 5-year return is 9.74%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SCHX 10-year return is 11.59%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.
The following are SCHX weaknesses from our perspective:
- SCHX net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SCHX comparisons
You may also want to check out the following SCHX comparisons that investors often look for on Finny
- SCHX vs VOO
- SCHX vs SCHB
- SCHX vs SCHD
- SCHX vs SCHG
- SCHX vs IVV
- SCHX vs SWPPX
- SCHX vs VTI
- SCHX vs SPY
- SCHX vs DIA
- SCHX vs DLN
- SCHX vs CDC
- SCHX vs CFO
- SCHX vs CFA
- SCHX vs CSM
- SCHX vs DUSA
- SCHX vs CAPE
- SCHX vs DJD
- SCHX vs DEUS