Is Schwab Fundamental U.S. Small Company ETF (FNDA) a Strong ETF Right Now?

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Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the Schwab Fundamental U.S. Small Company ETF (FNDA) is a smart beta exchange traded fund launched on 08/...

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This particular fund seeks to match the performance of the Russell RAFI US Small Co. Index before fees and expenses.So far this year, FNDA has added about 2.09%, and is up about 14.22% in the last one year . During this past 52-week period, the fund","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4089":"非传统电信运营商","SATS":"回声星通信","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","VBR":"Vanguard Small-Cap Value ETF","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0971096721.USD":"富达环球金融服务 A","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","SCHW":"嘉信理财","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","SG9999014021.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) ACC","BK4100":"有线和卫星","FDN":"First Trust Dow Jones Internet I","BK4589":"SVB概念","BK4588":"碎股","BK4566":"资本集团","ANF":"爱芬奇","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","AVUV":"Avantis U.S. Small Cap Value ETF","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","SG9999001077.SGD":"United International Growth Fund SGD","BK4550":"红杉资本持仓","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","FNDA":"Schwab Fundamental U.S. Small Co","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","BK4517":"邮轮概念","SG9999014039.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) INC","SG9999014005.SGD":"United Global Durable Equities Fund Acc SGD","BK4094":"服装零售","SG9999014013.SGD":"United Global Durable Equities Fund Dis SGD","BK4585":"ETF&股票定投概念","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","BK4581":"高盛持仓","BK4504":"桥水持仓","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","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","RCL":"皇家加勒比邮轮","LU0106831901.USD":"贝莱德世界金融基金A2","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4142":"酒店、度假村与豪华游轮","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD"},"translate_title":"嘉信基本美国小公司ETF(FNDA)目前是一只强劲的ETF吗？","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 Style Box - Small Cap Value category of the market, the Schwab Fundamental U.S. Small Company ETF (FNDA) is a smart beta exchange traded fund launched on 08/13/2013.\nWhat Are Smart Beta ETFs?\nFor a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.\nMarket cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency.\nIf you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.\nThese indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.\nThe smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns.\nFund Sponsor & Index\nFNDA is managed by Charles Schwab, and this fund has amassed over $8.51 billion, which makes it one of the larger ETFs in the Style Box - Small Cap Value. This particular fund seeks to match the performance of the Russell RAFI US Small Co. Index before fees and expenses.\nThe RAFI Fundamental High Liquidity US Small Index measures the performance of small U.S. companies based on their fundamental size and weight.\nCost & Other Expenses\nExpense ratios are an important factor in the return of an ETF and in the long-term, cheaper funds can significantly outperform their more expensive cousins, other things remaining the same.\nWith one of the cheaper products in the space, this ETF has annual operating expenses of 0.25%.\nThe fund has a 12-month trailing dividend yield of 1.42%.\nSector Exposure and Top Holdings\nEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.\nRepresenting 19.40% of the portfolio, the fund has heaviest allocation to the Industrials sector; Financials and Consumer Discretionary round out the top three.\nTaking into account individual holdings, Echostar Corp Class A (SATS) accounts for about 0.48% of the fund's total assets, followed by Abercrombie And Fitch Class A (ANF) and Royal Caribbean Group Ltd (RCL).\nFNDA's top 10 holdings account for about 3.46% of its total assets under management.\nPerformance and Risk\nSo far this year, FNDA has added about 2.09%, and is up about 14.22% in the last one year (as of 09/11/2024). During this past 52-week period, the fund has traded between $44.98 and $59.94.\nThe fund has a beta of 1.18 and standard deviation of 21.38% for the trailing three-year period, which makes FNDA a medium risk choice in this particular space. With about 1042 holdings, it effectively diversifies company-specific risk.\nAlternatives\nSchwab Fundamental U.S. Small Company ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. However, there are other ETFs in the space which investors could consider.\nAvantis U.S. Small Cap Value ETF (AVUV) tracks ---------------------------------------- and the Vanguard Small-Cap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. Avantis U.S. Small Cap Value ETF has $12.42 billion in assets, Vanguard Small-Cap Value ETF has $28.73 billion. AVUV has an expense ratio of 0.25% and VBR charges 0.07%.\nInvestors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value.\nBottom Line\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":null,"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":1},"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":"4.29.1","shortVersion":"4.29.1","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/2466340799"}