FNDB: Turning Toward More Value In 2026

The Schwab Fundamental U.S. Broad Market ETF offers diversified U.S. equity exposure weighted by fundamental metrics, emphasizing liquidity and value tilt. FNDB's sector allocations are more balanced than typical index funds, with technology at 17% and increased weights in energy and consumer staples. The ETF provides exposure across market caps—large (59.5%), mid (25%), and small (15%)—and has delivered four consecutive years of dividend growth.

Seeking Alpha • Dec 13, 2025

Is Schwab Fundamental U.S. Broad Market ETF (FNDB) a Strong ETF Right Now?

Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the Schwab Fundamental U.S. Broad Market ETF (FNDB) is a smart beta exchange traded fund launched on 08/13/2013.

Zacks Investment Research • Oct 15, 2025

SCHD & FNDB: 2 Schwab ETFs to Boost Retirement Income

Those seeking to generate passive income in retirement via holding high-quality portfolios of dividend-paying stocks have a number of excellent options to choose from.

24/7 Wall Street • Oct 14, 2025

FNDB: A Well-Rounded Value ETF

Schwab Fundamental U.S. Broad Market ETF is a value ETF implementing the RAFI methodology. FNDB is well-diversified across sectors and holdings, with a focus on financials and technology. FNDB has underperformed the benchmark since 2013, but has outperformed most value ETFs since 2016.

Seeking Alpha • Aug 4, 2025

Baby Boomers: 4 Schwab ETFs for Passive Income and Stability in Retirement

Investing in exchange-traded funds is a safe and reliable way to ensure steady returns amid market volatility.

24/7 Wall Street • May 12, 2025

2 Schwab ETFs to Buy in May to Generate Big Passive Income In Retirement

Dividend stock investing offers retirees a dependable way to generate passive income, ensuring financial stability in a time when fixed income options like Social Security often fall short.

24/7 Wall Street • May 1, 2025

These 3 Schwab ETFs Can Provide the Defensive Exposure You're Looking For

Active and passive investors alike have plenty to gain from considering exchange traded funds (ETFs) as part of their investing strategy.

24/7 Wall Street • Apr 21, 2025

FNDB: Strong Fundamentals And Lower Concentration Risk

Schwab Fundamental U.S. Broad Market ETF invests in over 1,600 value-oriented U.S. stocks with a 0.25% expense ratio, higher than some broad market funds. FNDB's factor-weighted methodology reduces concentration risk and emphasizes fundamental metrics, resulting in a value-tilted portfolio with a weaker growth profile than the S&P 500. Despite underperforming the S&P 500, FNDB has outperformed its peer IWD due to higher exposure to growth sectors like consumer cyclical and technology.

Seeking Alpha • Apr 2, 2025

FNDB: I Love The Weightings

Investors should consider the Schwab Fundamental U.S. Broad Market ETF (FNDB) for its fundamental indexing method, which weights companies based on size measures like sales and cash flow. FNDB offers a diversified portfolio with a value focus, avoiding the concentration risks of market-cap weighted indexes dominated by mega-cap tech stocks. FNDB has underperformed in tech-driven rallies but aligns with value-focused markets, providing broad market exposure and balancing active and passive management.

Seeking Alpha • Oct 20, 2024

FNDB: Performance In Line With The Broader Market, But Lagging Behind Other ETFs In The Peer Group

FNDB follows a fundamental analysis strategy but has underperformed compared to similar funds, despite lower volatility and reasonable valuations. FNDB's portfolio is diversified across sectors and market caps but is underweight in technology, impacting its valuation and growth metrics. FNDB's low valuation and defensive profile are positives, but stronger returns from peer funds make it less compelling for outperforming the broader market.

Seeking Alpha • Oct 11, 2024