Schwab Fundamental US Small Company Index ETF

FNDA

時価総額 $86.9億

The Schwab Fundamental U.S. Small Company ETF (FNDA) was launched on 08/13/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.

In Part II of this Indexing Redefined four-part series, the article examined how fundamental indexing can be applicable to style boxes. In particular, anchoring core, value, and growth allocations to observable economic scale as opposed to simply using price momentum.

Launched on August 13, 2013, the Schwab Fundamental U.S. Small Company ETF (FNDA) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

A smart beta exchange traded fund, the Schwab Fundamental U.S. Small Company ETF (FNDA) debuted on 08/13/2013, and offers broad exposure to the Style Box - Small Cap Value category of the market.

FNDA is a fundamentally weighted small-cap ETF with 900+ holdings, strong sector diversification features, and a reasonably low 0.25% expense ratio. The fundamental screens emphasize sales, operating cash flow, and dividend/buybacks over the last five years, but a potential weakness is the lack of a growth component. As a result, ETFs like SCHA, IWM, IJR, and FESM look stronger on several of FNDA's own criteria. These ETFs also feature competitive and, in some cases, cheaper P/E ratios.

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Small Company ETF (FNDA), a passively managed exchange traded fund launched on August 13, 2013.

The Schwab Fundamental U.S. Small Company ETF (FNDA) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.

Small-cap stocks have quietly been outperforming the S&P 500 through early 2026, a rotation that many investors who stayed concentrated in large-cap technology missed entirely.

The Schwab Fundamental U.S. Small Company ETF (FNDA) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.

Market-cap weighting has a structural flaw that most investors overlook: it automatically overweights whatever has already gotten expensive.