Schwab Fundamental US Large Company Index ETF

FNDX

Market cap $26.3B

The arrival of June usually signals a seasonal slowdown for many people, but our ETF industry clearly missed the memo. Instead of heading to the beach or stopping to watch the World Cup, the ETF ecosystem had a wave of milestones, structural changing-of-the-guards, and high-profile index provider consolidation.

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange traded fund launched on August 13, 2013.

VettaFi's core mission is to provide the index and distribution solutions that help asset managers build, grow, and navigate the markets with precision. Last week we took a massive, transformational step forward.

VettaFi today announced it has signed a definitive agreement to acquire RAFI Indices, the renowned pioneer in fundamental indexing, from Research Affiliates. For two decades, RAFI Indices has been at the forefront of fundamental indexing, grounded in deep research and a commitment to helping investors achieve long-term success.

Value investing spent most of the post-2010 cycle losing to growth, but the past year has flipped that script.

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

Schwab Fundamental U.S. Large Company Index ETF offers a diversified, fundamentally weighted portfolio with strong value characteristics and steady dividend growth. FNDX maintains lower sector and company concentration risk than the Russell 1000, with no sector above 16% and the top issuer at 4.5%. FNDX has recently outperformed the Russell 1000 over 12 months, but since 2013, it has lagged the benchmark and trails close competitor IUS in recent returns.

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

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

Launched on 08/13/2013, the Schwab Fundamental U.S. Large Company ETF (FNDX) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.