Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?

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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 ...

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these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.The RAFI Fundamental High Liquidity US Large Index measures the performance of large U.S. companies based on their fundamental size and weight.The ETF return is roughly 21.67% and is up about 33.79% so f","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1861217088.USD":"贝莱德金融科技A2","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","SCHD":"Schwab US Dividend Equity ETF","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","MSFT":"微软","FNDX":"Schwab Fundamental U.S. Large Company Index ETF","BK4097":"系统软件","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4507":"流媒体概念","BK4553":"喜马拉雅资本持仓","BK4592":"伊斯兰概念","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","VTV":"Vanguard Value ETF","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","FDN":"First Trust Dow Jones Internet I","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999014039.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) INC","SCHW":"嘉信理财","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","SG9999014005.SGD":"United Global Durable Equities Fund Acc SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4548":"巴美列捷福持仓","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4501":"段永平概念","BK4127":"投资银行业与经纪业"},"translate_title":"嘉信基本美国大型公司ETF(FNDX)目前是一只强劲的ETF吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VTV":1,"SCHD":1,"MSFT":1,"FDN":1,"FNDX":1,"SCHW":0.9},"content_text":"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.\nWhat Are Smart Beta ETFs?\nMarket cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.\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.\nBut, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.\nThis kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics.\nMethodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns.\nFund Sponsor & Index\nThe fund is managed by Charles Schwab. FNDX has been able to amass assets over $17.83 billion, making it one of the largest ETFs in the Style Box - Large Cap Value. This particular fund, before fees and expenses, seeks to match the performance of the Russell RAFI US Large Co. Index.\nThe RAFI Fundamental High Liquidity US Large Index measures the performance of large U.S. companies based on their fundamental size and weight.\nCost & Other Expenses\nFor ETF investors, expense ratios are an important factor when considering a fund's return; in the long-term, cheaper funds actually have the ability to outperform their more expensive cousins if all other things remain the same.\nAnnual operating expenses for this ETF are 0.25%, making it on par with most peer products in the space.\nFNDX's 12-month trailing dividend yield is 1.64%.\nSector Exposure and Top Holdings\nIt is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.\nFor FNDX, it has heaviest allocation in the Financials sector --about 19.60% of the portfolio --while Information Technology and Healthcare round out the top three.\nTaking into account individual holdings, Apple Inc (AAPL) accounts for about 4.44% of the fund's total assets, followed by Microsoft Corp (MSFT) and Berkshire Hathaway Inc Class B (BRK/B).\nIts top 10 holdings account for approximately 18.93% of FNDX's total assets under management.\nPerformance and Risk\nThe ETF return is roughly 21.67% and is up about 33.79% so far this year and in the past one year (as of 11/12/2024), respectively. FNDX has traded between $18.83 and $24.82 during this last 52-week period.\nThe fund has a beta of 0.99 and standard deviation of 15.77% for the trailing three-year period, which makes FNDX a medium risk choice in this particular space. With about 737 holdings, it effectively diversifies company-specific risk.\nAlternatives\nSchwab Fundamental U.S. Large Company ETF is a reasonable option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. However, there are other ETFs in the space which investors could consider.\nSchwab U.S. Dividend Equity ETF (SCHD) tracks Dow Jones U.S. Dividend 100 Index and the Vanguard Value ETF (VTV) tracks CRSP U.S. Large Cap Value Index. Schwab U.S. Dividend Equity ETF has $65.90 billion in assets, Vanguard Value ETF has $132.41 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%.\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 - Large 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. Large Company ETF (FNDX): ETF Research Reports\nApple Inc. (AAPL) : Free Stock Analysis Report\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\nVanguard Value ETF (VTV): ETF Research Reports\nSchwab U.S. Dividend Equity ETF (SCHD): 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":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":"4.29.2","shortVersion":"4.29.2","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/2482701520"}