Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

FNDX vs MAGS: how they differ

FNDX and MAGS hold 13% of their weight in the same names, and FNDX returned more over the year.

Schwab Fundamental U.S. Large Company ETF and Roundhill Magnificent Seven ETF.

What they hold in common

By the books each fund has filed, FNDX and MAGS hold 13% of their money in the same securities at the same weight.

Positions FNDX and MAGS both hold, largest shared weight first
HoldingFNDXMAGS
Apple Inc4.64%4.12%
Alphabet Inc2.38%2.89%
Microsoft Corp2.33%3.62%
Amazon.com Inc1.86%4.11%
Meta Platforms Inc1.24%3.59%
NVIDIA Corp0.55%4.15%
Tesla Inc0.34%4.07%
Largest positions each one holds and the other does not
Only in FNDXOnly in MAGS
Intel Corp 2.57%TREASURY BILL 65.41%
Exxon Mobil Corp 2.29%Roundhill Ultra Short Duration 8.06%
Alphabet Inc 1.90%
Micron Technology Inc 1.60%
Chevron Corp 1.49%
Berkshire Hathaway Inc 1.41%
JPMorgan Chase & Co 1.38%
UnitedHealth Group Inc 1.37%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

FNDX and MAGS on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
FNDX
Schwab Fundamental U.S. Large Company ETF
MAGS
Roundhill Magnificent Seven ETF
Where it sitsCore index fundCore index fund
IssuerSchwabRoundhill
What it isFundamental U.S. Large CompanyMagnificent Seven
Total return, 1 year+26.1%+14.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+8.6 pts−3.1 pts
Expense ratio0.25%0.30%
Already in the S&P 50091.2%26.5%
Holdings7339

FNDX in plain words

FNDX is an index equity fund tracking the Fundamental U.S. Large Company. Over the year to Sep 11, 2026 it returned +26.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. By its holdings filed for May 31, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 733 positions, with the top ten at 22.5%.

MAGS in plain words

MAGS is an index equity fund tracking the Magnificent Seven. Over the year to Sep 11, 2026 it returned +14.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.30% a year. By its holdings filed for Jun 30, 2026, 26% of the fund by weight is stocks the S&P 500 also holds, across 9 positions, with the top ten at 100.0%.

Questions people ask

Which returned more over the last year, FNDX or MAGS?
In the year to Sep 12, 2026, with distributions reinvested, FNDX returned +26.1% and MAGS returned +14.4%, so FNDX returned more. One year is one year; the longer windows are in the table.
Which is cheaper, FNDX or MAGS?
FNDX charges 0.25% a year and MAGS charges 0.30%, so FNDX is cheaper. Fees come from each fund's prospectus.
How much do FNDX and MAGS overlap with the S&P 500?
By their latest filed holdings, 91% of FNDX and 26% of MAGS by weight is stocks the S&P 500 already holds. Between the two funds, 13% of their books are the same securities at the same weight.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

FNDX against MAGS, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FNDX against MAGS, data as of Sep 12, 2026. https://etfiq.com/compare/any/FNDX-MAGS Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources