Should Schwab Fundamental U.S. Small Company ETF (FNDA) Be on Your Investing Radar?

Zacks08-05

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 ...

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It has amassed assets over $8.51 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.There's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk.Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.Schwab Fundamental U.S. Small Company ETF carries a Zacks ETF Rank of 3 , which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, FNDA is a good option for those seeking exposure to the Style Box - Small Cap","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SATS":"回声星通信","LU1861217088.USD":"贝莱德金融科技A2","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4517":"邮轮概念","BK4589":"SVB概念","SCHW":"嘉信理财","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4094":"服装零售","VBR":"Vanguard Small-Cap Value ETF","BK4581":"高盛持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","BK4504":"桥水持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","BK4142":"酒店、度假村与豪华游轮","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","BK4127":"投资银行业与经纪业","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4089":"非传统电信运营商","FNDA":"Schwab Fundamental U.S. Small Co","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","ANF":"爱芬奇","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","SG9999014021.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) ACC","BK4588":"碎股","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","RCL":"皇家加勒比邮轮","BK4585":"ETF&股票定投概念","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","SG9999001077.SGD":"United International Growth Fund SGD","FDN":"First Trust Dow Jones Internet I","BK4100":"有线和卫星","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","BK4566":"资本集团","SG9999014039.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) INC","AVUV":"Avantis U.S. Small Cap Value ETF","SG9999014005.SGD":"United Global Durable Equities Fund Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","SG9999014013.SGD":"United Global Durable Equities Fund Dis SGD","BK4550":"红杉资本持仓"},"translate_title":"嘉信理财基本面美国小型公司ETF(FNDA)是否应该出现在您的投资雷达上？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVUV":1,"VBR":1,"SATS":1,"RCL":1,"FNDA":1,"FDN":1,"ANF":1,"SCHW":0.9},"content_text":"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 08/13/2013.\nThe fund is sponsored by Charles Schwab. It has amassed assets over $8.51 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.\nWhy Small Cap Value\nThere's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk.\nValue stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. While value stocks have outperformed growth stocks in nearly all markets when you consider long-term performance, growth stocks are more likely to outpace value stocks in strong bull markets.\nCosts\nSince cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.\nAnnual operating expenses for this ETF are 0.25%, making it one of the cheaper products in the space.\nIt has a 12-month trailing dividend yield of 1.42%.\nSector Exposure and Top Holdings\nETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.\nThis ETF has heaviest allocation to the Industrials sector--about 20% of the portfolio. Financials and Consumer Discretionary round out the top three.\nLooking at individual holdings, Abercrombie And Fitch Class A (ANF) accounts for about 0.58% of total assets, followed by Echostar Corp Class A (SATS) and Royal Caribbean Group Ltd (RCL).\nThe top 10 holdings account for about 3.88% of total assets under management.\nPerformance and Risk\nFNDA seeks to match the performance of the Russell RAFI US Small Co. Index before fees and expenses. The RAFI Fundamental High Liquidity US Small Index measures the performance of small U.S. companies based on their fundamental size and weight.\nThe ETF return is roughly 2.56% so far this year and is up about 8.42% in the last one year (as of 08/05/2024). In the past 52-week period, it has traded between $44.98 and $59.94.\nThe ETF has a beta of 1.19 and standard deviation of 21.18% for the trailing three-year period, making it a medium risk choice in the space. With about 1045 holdings, it effectively diversifies company-specific risk.\nAlternatives\nSchwab Fundamental U.S. Small Company ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, FNDA is a good option for those seeking exposure to the Style Box - Small Cap Value area of the market. Investors might also want to consider some other ETF options in the space.\nThe Avantis U.S. Small Cap Value ETF (AVUV) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While Avantis U.S. Small Cap Value ETF has $12.29 billion in assets, Vanguard Small-Cap Value ETF has $28.42 billion. AVUV has an expense ratio of 0.25% and VBR charges 0.07%.\nBottom-Line\nAn increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.\nTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nSchwab Fundamental U.S. Small Company ETF (FNDA): ETF Research Reports\nAbercrombie & Fitch Company (ANF) : Free Stock Analysis Report\nRoyal Caribbean Cruises Ltd. (RCL) : Free Stock Analysis Report\nEchoStar Corporation (SATS) : Free Stock Analysis Report\nVanguard Small-Cap Value ETF (VBR): ETF Research Reports\nAvantis U.S. Small Cap Value ETF (AVUV): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2457325724"}