Schwab Fundamental U.S. Small Company ETF FNDA

Zacks Investment Research 2 nov

The Schwab Fundamental U.S. Small Company ETF (FNDA) is presented as a solid option for investors seeking small-cap value exposure. With $8.88 billion in assets, a low 0.25% expense ratio, and a Zacks ETF Rank of 2 (Buy), FNDA has gained 15.11% year-to-date and 19.06% over the past year. The fund holds 916 diversified holdings with heaviest exposure to Industrials, Financials, and Consumer Discretionary sectors.

Zacks Investment Research 9 oct

The iShares Russell 2000 Value ETF (IWN) is highlighted as a solid option for investors seeking small-cap value exposure. With $13.82 billion in assets, a low 0.24% expense ratio, and a Zacks ETF Rank of 2 (Buy), IWN has delivered 17.62% year-to-date returns and 19.58% over the past year. The fund holds approximately 1,390 stocks with heavy exposure to Financials (28.2%), offering diversified small-cap value investment.

Zacks Investment Research 9 oct

The Schwab Fundamental U.S. Small Company ETF (FNDA) is a smart beta ETF with $8.75 billion in assets that tracks the Russell RAFI US Small Company Index. With a low 0.25% expense ratio, strong year-to-date performance of 15.28%, and 918 holdings for diversification, it offers a medium-risk option for investors seeking small-cap value exposure. The article also compares it to alternatives like IWN and VBR.

Zacks Investment Research 7 oct

The Vanguard Morningstar Small-Cap Value ETF (VBR) is reviewed as a solid option for small-cap value investors, featuring the lowest expense ratio at 0.05%, $35.69 billion in assets, and a Zacks ETF Rank of 2 (Buy). The fund has delivered 12.68% year-to-date returns and 13.77% over the past year with medium risk profile, making it suitable for long-term investors seeking diversified exposure to small-cap value stocks.

Zacks Investment Research 31 ago

The Schwab Fundamental U.S. Small Company ETF (FNDA) is a passively managed small-cap value ETF with $9.17 billion in assets and a low 0.25% expense ratio. The fund has gained 18.97% year-to-date and 20.64% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds about 920 diversified holdings across sectors, with Industrials as the largest allocation at 19.1%.