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

Zacks12-09

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange ...

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It has amassed assets over $17.99 billion, making it one of the largest ETFs attempting to match the Large Cap Value segment of the US equity market.Large cap companies usually have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volatile than their mid and small cap counterparts.Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.Schwab Fundamental U.S. Large Company ETF carries a Zacks ETF Rank of 3 , which is based on expected asset class return, expense ratio, and momentum, among othe","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","FDN":"First Trust Dow Jones Internet I","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","SCHD":"Schwab US Dividend Equity ETF","FNDX":"Schwab Fundamental U.S. Large Company Index ETF","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1235295455.SGD":"Fidelity Global Multi Asset Growth & Income A-ACC-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SCHW":"嘉信理财","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","MSFT":"微软","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","AAPL":"苹果","LU0109392836.USD":"富兰克林科技股A","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1861217088.USD":"贝莱德金融科技A2","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4573":"虚拟现实","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","VTV":"Vanguard Value ETF","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"translate_title":"嘉信理财基本面美国大型公司ETF(FNDX)是否应该出现在您的投资雷达上？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VTV":1,"AAPL":1,"MSFT":1,"SCHD":1,"FNDX":1,"FDN":1,"SCHW":0.9},"content_text":"If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.\nThe fund is sponsored by Charles Schwab. It has amassed assets over $17.99 billion, making it one of the largest ETFs attempting to match the Large Cap Value segment of the US equity market.\nWhy Large Cap Value\nLarge cap companies usually have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volatile than their mid and small cap counterparts.\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\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 counterparts, other things remaining the same.\nAnnual operating expenses for this ETF are 0.25%, putting it on par with most peer products in the space.\nIt has a 12-month trailing dividend yield of 1.21%.\nSector Exposure and Top Holdings\nWhile ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.\nThis ETF has heaviest allocation to the Financials sector--about 20% of the portfolio. Information Technology and Healthcare round out the top three.\nLooking at individual holdings, Apple Inc (AAPL) accounts for about 4.26% of total assets, followed by Microsoft Corp (MSFT) and Berkshire Hathaway Inc Class B (BRK/B).\nThe top 10 holdings account for about 18.98% of total assets under management.\nPerformance and Risk\nFNDX seeks to match the performance of the Russell RAFI US Large Co. Index before fees and expenses. The RAFI Fundamental High Liquidity US Large Index measures the performance of large U.S. companies based on their fundamental size and weight.\nThe ETF has added roughly 21.92% so far this year and was up about 29.28% in the last one year (as of 12/09/2024). In the past 52-week period, it has traded between $19.88 and $25.11.\nThe ETF has a beta of 0.99 and standard deviation of 15.58% for the trailing three-year period, making it a medium risk choice in the space. With about 740 holdings, it effectively diversifies company-specific risk.\nAlternatives\nSchwab Fundamental U.S. Large 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, FNDX is a sufficient option for those seeking exposure to the Style Box - Large Cap Value area of the market. Investors might also want to consider some other ETF options in the space.\nThe Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV) track a similar index. While Schwab U.S. Dividend Equity ETF has $66.62 billion in assets, Vanguard Value ETF has $133.06 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%.\nBottom-Line\nPassively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are 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. 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":"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":1,"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/2490721165"}