Schwab Fundamental US Large Company Index ETF

FNDX

Market cap $23B

The Schwab Fundamental U.S. Large Company ETF offers conservative large-cap exposure with a 0.25% expense ratio and $22.2B AUM. FNDX's portfolio is underweight technology at 18%, lacking key AI infrastructure names like NVDA, AMD, and AVGO. Current macro conditions favor higher tech and AI exposure, while FNDX's financials tilt may underperform going forward.

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.

Avoid paying for the high expectations for AI stocks with these ETFs. Why the AI Spending Spree Could Spell Trouble for Investors,

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

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.

Schwab Fundamental U.S. Large Company ETF is rated a buy as a strategic complement, not a core holding, for risk management. FNDX uses a fundamental weighting approach, reducing sector and mega-cap concentration versus market-cap ETFs like IWB, and offers greater diversification. While FNDX underperforms IWB in total returns due to lower tech exposure, it delivers superior risk-adjusted returns and smaller maximum drawdowns.

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.

Some investors are worried that the stock market is set up for a tech-driven decline.

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.

FNDX is one of Schwab's Fundamental ETFs that focuses on U.S. large-cap stocks. It provides a good way to invest in a portfolio of stocks with less 'froth.' The expense ratio of 0.25% is somewhat higher than some other broad-based index ETFs.