SCHX vs FMK

Both FMK and SCHX are ETFs. FMK has a higher expense ratio than SCHX (0.06% vs 0.03%). Below is the comparison between FMK and SCHX.

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FMK SCHX
Security Type ETF ETF
Category Large Blend N/A
Family First Trust Charles Schwab
Net Assets $2.42B N/A
Expense Ratio 0.06% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.36% 1.51%
Underlying Index NASDAQ AlphaDEX Mega Cap Index Dow Jones U.S. Large Cap Total Stock Market Index
YTD Return 11.29% 0.00%
1-Year Return 14.43% 0.00%
3-Year Return 9.72% 0.00%
5-Year Return 10.92% 0.00%
10-Year Return 0.00% 0.00%

FMK

FMK description

The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.

FMK performance & returns
YTD Return 11.29%
1-Month Return 15.55%
3-Month Return 6.09%
1-Year Return 14.43%
3-Year Return 9.72%
5-Year Return 10.92%
10-Year Return 0.00%
FMK expense ratio is 0.06%.

FMK holdings

Top 10 Holdings (33.71% of Total Assets)

Name Symbol % Assets
Square Inc A SQ 3.95%
CVS Health Corp CVS 3.53%
Anthem Inc ANTM 3.53%
Target Corp TGT 3.47%
FedEx Corp FDX 3.47%
Pfizer Inc PFE 3.35%
Cisco Systems Inc CSCO 3.32%
United Parcel Service Inc Class B UPS 3.12%
Citigroup Inc C 3.11%
Lowe's Companies Inc LOW 2.86%

FMK pros

The following are FMK strengths from our perspective:

  • FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.

FMK cons

None that we could think of.

Other relevant FMK comparisons

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SCHX

SCHX description

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
YTD Return 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
SCHX expense ratio is 0.03%.

SCHX holdings

Top 10 Holdings (24.92% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.37%
Microsoft Corp MSFT 5.10%
Amazon.com Inc AMZN 3.69%
Facebook Inc A FB 2.08%
Alphabet Inc A GOOGL 1.84%
Alphabet Inc Class C GOOG 1.78%
Berkshire Hathaway Inc Class B BRK.B 1.32%
Tesla Inc TSLA 1.31%
NVIDIA Corp NVDA 1.25%
JPMorgan Chase & Co JPM 1.18%

SCHX pros

The following are SCHX strengths from our perspective:

  • SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

SCHX cons

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.