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Schwab Fundamental U.S. Large Company Index ETF (FNDX)
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Upturn Advisory Summary
12/04/2025: FNDX (3-star) is a STRONG-BUY. BUY since 142 days. Simulated Profits (16.43%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 26.85% | Avg. Invested days 68 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 20.32 - 24.83 | Updated Date 06/30/2025 |
52 Weeks Range 20.32 - 24.83 | Updated Date 06/30/2025 |
Upturn AI SWOT
Schwab Fundamental U.S. Large Company Index ETF
ETF Overview
Overview
The Schwab Fundamental U.S. Large Company Index ETF (FNDX) seeks to track the total return of the Russell RAFI US Large Company Index, which consists of large-cap U.S. stocks selected based on fundamental measures such as sales, cash flow, and dividends.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long track record in the investment management industry.
Management Expertise
Schwab has a dedicated team of experienced professionals managing its ETFs, leveraging the firm's extensive resources and expertise.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the Russell RAFI US Large Company Index.
Investment Approach and Strategy
Strategy: The ETF tracks a fundamentally weighted index, selecting and weighting companies based on fundamental factors rather than market capitalization.
Composition The ETF primarily holds large-cap U.S. stocks selected and weighted based on fundamental measures.
Market Position
Market Share: FNDX's market share in the fundamental large-cap ETF sector is considerable.
Total Net Assets (AUM): 13340000000
Competitors
Key Competitors
- Invesco FTSE RAFI US 1000 ETF (PRF)
- Pacer US Cash Cows 100 ETF (COWZ)
- VictoryShares US 500 Enhanced Volatility Wtd ETF (CFA)
- FlexShares Quality Dividend Defensive Index Fund (QDEF)
Competitive Landscape
The fundamental large-cap ETF industry is competitive, with several players offering similar strategies. FNDX competes with other fundamentally weighted ETFs, such as PRF, with FNDX having advantages in terms of AUM and brand recognition. COWZ offers cash cow strategy. FNDX's larger AUM often translates to greater liquidity but its higher expense ratio could be a disadvatange relative to other ETFs that offer a low expense ratio such as the Iveasco FTSE RAFI ETF (PRF). PRF may be a good alternatives as it is lower cost. The downside is that FNDX has higher trading volume.
Financial Performance
Historical Performance: Historical performance data not available in this format.
Benchmark Comparison: Benchmark comparison data not available in this format.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
FNDX has a moderate average trading volume indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for FNDX is typically tight, reflecting sufficient liquidity and low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and market sentiment towards value investing influence FNDX's performance.
Growth Trajectory
FNDX's growth is tied to the popularity of fundamental indexing and the performance of its underlying holdings.
Moat and Competitive Advantages
Competitive Edge
FNDX's competitive edge lies in its established track record and the strength of the Schwab brand, providing investors with confidence. The ETF's fundamental weighting methodology offers a different approach compared to traditional market-cap weighted ETFs, potentially leading to better risk-adjusted returns. The higher AUM in this ETF offers liquidity. However, the higher expense ratio is less appealing.
Risk Analysis
Volatility
FNDX's volatility is generally comparable to that of other large-cap equity ETFs.
Market Risk
FNDX is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment towards large-cap U.S. stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to large-cap U.S. equities with a preference for a fundamental weighting strategy.
Market Risk
FNDX is suitable for long-term investors and passive index followers looking for diversified exposure to the U.S. large-cap market.
Summary
Schwab Fundamental U.S. Large Company Index ETF (FNDX) offers investors exposure to large-cap U.S. stocks selected based on fundamental factors, providing a different approach to traditional market-cap weighted ETFs. The ETF is backed by the reputable Schwab brand and offers reasonable liquidity for most investors. FNDX is suitable for long-term investors seeking diversified exposure and is generally comparable to other large-cap equity ETFs in terms of volatility. With a higher expense ratio relative to PRF, it's important to weigh the ETF's benefits.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change, and investment decisions should be made based on individual circumstances and risk tolerance.
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 U.S. Large Company Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the U.S. companies in the RAFI Global Equity Investable 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.