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Schwab Fundamental International Large Company Index ETF(FNDF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FNDF
11/12/2026: FNDF (5-star) is currently NOT-A-BUY. Pass it for now.
The Schwab Fundamental International Large Company Index ETF (FNDF) provides diversified exposure to large-cap companies in developed markets outside the U.S. By employing a fundamental weighting strategy—based on sales, cash flow, and dividends—it mitigates the overvaluation risks common in standard market-cap-weighted indices. Its primary strengths include a very low expense ratio, high liquidity, and the backing of the Charles Schwab issuer. This ETF serves as a strong core holding for investors seeking an alternative to traditional international equity indexing, though it carries risks related to global economic performance, currency fluctuations, and potential underperformance relative to growth-heavy indices. It is best suited for long-term investors who prioritize value-based discipline and cost efficiency.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | This fund focuses on fundamental value metrics, which may lag during periods dominated by high-growth momentum stocks. |
| Momentum investor | Mixed fit | Momentum investors may find the fundamental approach moves too slowly, though it can perform well when the value factor is in a strong upturn. |
| Value investor | Strong fit | The fundamental weighting process effectively tilts the portfolio toward value-oriented characteristics. |
| Dividend/Income investor | Strong fit | Because the fund includes dividend payments in its weighting methodology, it often provides a robust income component. |
| Low-risk investor | Medium fit | While more diversified than single-country funds, international equities still carry inherent currency and geopolitical risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term growth and international diversification who prefers a disciplined, value-oriented, and cost-effective approach over traditional market-cap weighting.
Suitability
FNDF is highly suitable for passive, long-term investors looking to build a core international equity position with a fundamental quality tilt.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equity markets can experience periods of significant price swings influenced by global macroeconomic factors. |
| Market risk | High | The fund is fully invested in equity markets and is subject to the general risk of market declines. |
| Concentration | Medium | While diversified across industries, the fund is concentrated in developed non-US markets. |
| Tracking/expense | Low | The expense ratio is very low, and tracking error is typically well-managed by the issuer. |
| Liquidity | Low | The underlying securities are generally large-cap stocks with high liquidity. |
| Business/sector quality | Medium | The focus on fundamental metrics serves as a quality filter, identifying companies with sustainable business operations. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
FNDF generally exhibits volatility consistent with broad international developed equity indices.
Market Risk
The fund is subject to systematic market risk, regional economic cycles, and fluctuations in foreign exchange rates.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (ex-US) | 98.5 | This provides broad diversification across non-US developed economies, reducing reliance on the US market. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Minimal cash reserves are maintained for daily liquidity and operational needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 20.89% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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