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Upturn AI SWOT - About
Schwab Fundamental International Small Company Index ETF (FNDC)
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Upturn Advisory Summary
08/14/2025: FNDC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.41% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.05 | 52 Weeks Range 32.16 - 42.02 | Updated Date 06/30/2025 |
52 Weeks Range 32.16 - 42.02 | Updated Date 06/30/2025 |
Upturn AI SWOT
Schwab Fundamental International Small Company Index ETF
ETF Overview
Overview
The Schwab Fundamental International Small Company Index ETF (FNDC) seeks to track the investment results of the Russell RAFI International Small Company Index, which measures the performance of fundamentally weighted small-cap companies in developed and emerging markets, excluding the U.S. It focuses on international small-cap equities, employing a fundamental weighting strategy rather than market capitalization.
Reputation and Reliability
Schwab is a well-established and reputable financial institution with a long track record in the investment management industry.
Management Expertise
Schwab has a team of experienced investment professionals dedicated to managing its ETF products.
Investment Objective
Goal
To track the investment results of the Russell RAFI International Small Company Index.
Investment Approach and Strategy
Strategy: Tracks the Russell RAFI International Small Company Index, a fundamentally weighted index of international small-cap companies.
Composition Primarily holds stocks of small-cap companies located in developed and emerging markets, excluding the U.S.
Market Position
Market Share: FNDC holds a modest market share within the international small-cap ETF space.
Total Net Assets (AUM): 1195000000
Competitors
Key Competitors
- VSS
- GWX
- SCZ
Competitive Landscape
The international small-cap ETF market is competitive, with several established players. FNDC's fundamental weighting approach differentiates it from market-cap-weighted competitors, potentially offering value exposure but also introducing tracking error risk. Competitors like VSS offer broader market exposure, while others may focus on specific regions or factors.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers to accurately assess FNDC's returns over various time periods.
Benchmark Comparison: Compare FNDC's performance to the Russell RAFI International Small Company Index to evaluate its tracking efficiency and identify any outperformance or underperformance.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The average trading volume of FNDC is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth in developed and emerging markets, currency fluctuations, and geopolitical events influence FNDC's performance.
Growth Trajectory
FNDC's growth is dependent on the performance of international small-cap equities and the continued adoption of fundamental indexing strategies.
Moat and Competitive Advantages
Competitive Edge
FNDC's primary competitive advantage lies in its fundamental weighting methodology, which aims to select and weight companies based on fundamental factors rather than market capitalization. This approach may lead to value-oriented exposure and potential outperformance compared to market-cap-weighted indexes. Schwab's brand reputation and low expense ratio also contribute to its attractiveness. However, fundamental weighting may also result in higher tracking error.
Risk Analysis
Volatility
FNDC's volatility is expected to be moderate to high, reflecting the inherent risk of small-cap equities and international markets.
Market Risk
FNDC is subject to market risk, including economic downturns, political instability, and currency fluctuations in international markets.
Investor Profile
Ideal Investor Profile
FNDC is suitable for investors seeking international small-cap equity exposure with a value tilt and a tolerance for moderate to high volatility.
Market Risk
FNDC may be appropriate for long-term investors seeking diversification and potential outperformance through fundamental indexing.
Summary
The Schwab Fundamental International Small Company Index ETF (FNDC) offers exposure to fundamentally weighted small-cap companies in international markets. Its fundamental weighting strategy differentiates it from market-cap-weighted peers, potentially providing value exposure. FNDC's performance is influenced by economic conditions, currency movements, and political events in international markets. It is a viable option for investors seeking international small-cap diversification with a focus on value and who can tolerate moderate to high volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- FactSet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab Fundamental International Small Company Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 90% of its net assets in stocks included in the index. The index measures the performance of the small company size segment by fundamental overall company scores, which are created using as the universe the developed ex U.S. companies in the RAFI Global Equity Investable Universe (the parent universe).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.