From Nasdaq: 2024-07-09 06:20:05

Schwab Fundamental U.S. Large Company ETF (FNDX) offers exposure to the Style Box – Large Cap Value category since its debut in 2013, designed to beat the market through non-cap weighted strategies. FNDX has $15.63 billion in assets and aims to match the Russell RAFI US Large Co. Index performance. Expenses are 0.25% annually. Top holdings include AAPL, MSFT, and BRK/B. Sector exposure is mainly in Financials, with a 1.77% dividend yield. Performance-wise, FNDX has gained 9.77% this year and 20.24% in the last one year. Other alternatives in the Large Cap Value segment include IWD and VTV ETFs. Investors interested in cheaper options can consider traditional market cap weighted ETFs. For more information, visit Zacks ETF Center.



Read more at Nasdaq: Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?