Loading issuers…
Loading issuers…
Schwab made investors more money ($85.0B) and had more funds that made money (76%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | Franklin Templeton | Schwab |
|---|---|---|
| Funds in the category | 10 | 6 |
| Made money (W–L) | 5–3 | 6–0 |
| Win % | 63% | 100% |
| Money made | $3.8B | $18.5B |
| Typical return | +15.4% | +21.1% |
| Launches · 2026 | 0 | 0 |
| Assets | $20.7B | $120B |
| Fee per $100 | $0.48 | $0.10 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| PVAL | Putnam Focused Large Cap Value ETF | $15.5B | +28.0% ✓ |
| USPX | Franklin U.S. Equity Index ETF | $2.0B | +10.9% ✓ |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | $1.5B | +15.4% ✓ |
| PFRX | Putnam Focused U.S. Research ETF | $529M | — |
| LRGE | ClearBridge Large Cap Growth Select ETF | $364M | −0.4% ✕ |
| FFOG | Franklin Focused Growth ETF | $361M | −5.6% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $44.2B | +11.8% ✓ |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $28.5B | +25.2% ✓ |
| SCHA | Schwab U.S. Small-Cap ETF | $22.0B | +19.8% ✓ |
| SCHM | Schwab U.S. Mid-Cap ETF | $14.8B | +21.1% ✓ |
| FNDA | Schwab Fundamental U.S. Small Company Index ETF | $8.9B | +20.4% ✓ |
| FNDB | Schwab Fundamental U.S. Broad Market Index ETF | $1.5B | +24.8% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.