Schwab Fundamental U.S. Small Company ETF (FNDA)
ARCA ARCA Primary 
XBER Summary
FNDA Chart
FNDA Is A Good Alternative To Large-Cap ETFs Like VUG
The Schwab Fundamental U.S. Small Company ETF offers diversified small-cap exposure with fundamental weighting, contrasting VUG's concentrated large-cap technology focus. VUG's top 10 holdings comprise 60.9% of assets, with 63.3% of the ETF in technology, exposing it to significant sector-specific downside risk. FNDA's valuation appears relatively attractive versus the Russell 2000 and S&P 500, though not cheap in absolute terms; it lags VUG's recent performance.
Is Schwab Fundamental U.S. Small Company ETF (FNDA) a Strong ETF Right Now?
Making its debut on 08/13/2013, smart beta exchange traded fund Schwab Fundamental U.S. Small Company ETF (FNDA) provides investors broad exposure to the Style Box - Small Cap Value category of the market.
FNDA: Broad Small-Cap Exposure, Quality Tilt
The Schwab Fundamental U.S. Small Company ETF (FNDA) offers diversified small-cap exposure, using a fundamentals-based weighting for sales, profitability, and dividends plus buybacks. FNDA features a balanced sector allocation, strong profitability metrics, and trades at a slight discount to the Russell 2000, but lags in growth sectors. Performance has been mixed: FNDA trails the Russell 2000 and peers in recent years, with sub-par risk-adjusted returns and moderate volatility.
Schwab Fundamental U.S. Small Company ETF (FNDA) FAQ
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Schwab Fundamental U.S. Small Company ETF Profile
| ARCA Exchange | US Country |
Overview
The company described focuses on investment strategies that prioritize inclusion of stocks from the small company segment, based on comprehensive fundamental scores. These scores are derived from the RAFI Global Equity Investable Universe, indicating a methodical and data-driven approach to stock selection. By committing at least 90% of its net assets to stocks within the index it follows, the company positions itself strongly within the niche of small-cap investment, aiming to tap into the potential high growth of these small companies. This investment firm’s strategy signifies a targeted approach towards investors looking to diversify their portfolios with small-cap equity, which is often considered to have a higher growth potential compared to large-cap equity, albeit with higher risk.
Products and Services
- Investment in Small-Cap Stocks
- Index-Based Investment Strategy
This product focuses on investing primarily in small-cap stocks that are part of the index, derived from the RAFI Global Equity Investable Universe. The emphasis on small-cap stocks is due to their potential for high growth, making it an attractive option for investors seeking to diversify their investment portfolios with potentially higher-risk and higher-reward options.
The service involves an index-based investment strategy, where at least 90% of net assets are allocated to stocks included in a specifically defined index. This index measures the performance of companies based on fundamental overall company scores, which are determined from a broad universe of U.S. companies. This strategy aims to provide a disciplined approach to investing, reducing the reliance on speculative stock selection and focusing on fundamentally strong companies within the small company size segment.
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