Schwab Fundamental US Small Company Index ETF

FNDA

Market cap $9.94B

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.

Schwab Fundamental US Small Company ETF offers diversified small-cap exposure using the RAFI methodology. FNDA features low company-specific risk, broad sector diversification, value characteristics, and strong dividend growth, even though its yield remains low. FNDA has outperformed the Russell 2000 benchmark in return and Sharpe ratio.

The stock market is shifting away from a few dozen tech and mega-cap winners into stocks that have been under-the-radar and left behind.

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

Small-cap stocks and ETFs don't get as much spotlight as the S&P 500 and Nasdaq Composite.

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

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

The Schwab Fundamental U.S. Small Company ETF offers diversified small-cap exposure with fundamental weighting, contrasting VUG's concentrated large-cap technology focus. VUG's top 10 holdings comprise 60.9% of assets, with 63.3% of the ETF in technology, exposing it to significant sector-specific downside risk. FNDA's valuation appears relatively attractive versus the Russell 2000 and S&P 500, though not cheap in absolute terms; it lags VUG's recent performance.

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