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

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

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This particular fund seeks to match the performance of the Russell RAFI US Small Co. 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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\nWhen considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal.\nWith one of the cheaper products in the space, this ETF has annual operating expenses of 0.25%.\nFNDA's 12-month trailing dividend yield is 1.32%.\nSector Exposure and Top Holdings\nETFs offer 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 in the Industrials sector - about 20.50% of the portfolio. Financials and Consumer Discretionary round out the top three.\nWhen you look at individual holdings, Echostar Corp Class A (SATS) accounts for about 0.44% of the fund's total assets, followed by Royal Caribbean Group Ltd (RCL) and Abercrombie And Fitch Class A (ANF).\nThe top 10 holdings account for about 2.59% of total assets under management.\nPerformance and Risk\nThe ETF has added roughly 15.16% and was up about 35.15% so far this year and in the past one year (as of 11/11/2024), respectively. FNDA has traded between $23.57 and $31.58 during this last 52-week period.\nThe ETF has a beta of 1.18 and standard deviation of 21.42% for the trailing three-year period, making it a medium risk choice in the space. With about 1041 holdings, it effectively diversifies company-specific risk.\nAlternatives\nSchwab Fundamental U.S. Small Company ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well.\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 $15.13 billion in assets, Vanguard Small-Cap Value ETF has $32.46 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":"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/2482783967"}