Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?

Launched on 08/13/2013, the Schwab Fundamental U.S. Large Company ETF (FNDX) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.

Zacks Investment Research • Jan 26, 2026

FNDX: A Sensible Approach, But The Regime Has Changed

The Schwab Fundamental U.S. Large Company ETF offers conservative large-cap exposure with a 0.25% expense ratio and $22.2B AUM. FNDX's portfolio is underweight technology at 18%, lacking key AI infrastructure names like NVDA, AMD, and AVGO. Current macro conditions favor higher tech and AI exposure, while FNDX's financials tilt may underperform going forward.

Seeking Alpha • Jan 6, 2026

Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?

Launched on August 13, 2013, the Schwab Fundamental U.S. Large Company ETF (FNDX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Zacks Investment Research • Dec 23, 2025

3 ETFs for Diversifying Beyond AI

Avoid paying for the high expectations for AI stocks with these ETFs. Why the AI Spending Spree Could Spell Trouble for Investors,

Morningstar • Dec 4, 2025

FNDX: A Smoother Ride In A Top-Heavy Market

Schwab Fundamental U.S. Large Company ETF is rated a buy as a strategic complement, not a core holding, for risk management. FNDX uses a fundamental weighting approach, reducing sector and mega-cap concentration versus market-cap ETFs like IWB, and offers greater diversification. While FNDX underperforms IWB in total returns due to lower tech exposure, it delivers superior risk-adjusted returns and smaller maximum drawdowns.

Seeking Alpha • Oct 15, 2025

Think the S&P 500 is too expensive? Check out these ETFs instead.

Some investors are worried that the stock market is set up for a tech-driven decline.

Market Watch • Aug 27, 2025

FNDX May Be A Good Way To De-Risk Your Overall Portfolio

FNDX is one of Schwab's Fundamental ETFs that focuses on U.S. large-cap stocks. It provides a good way to invest in a portfolio of stocks with less 'froth.' The expense ratio of 0.25% is somewhat higher than some other broad-based index ETFs.

Seeking Alpha • Jul 31, 2025

3 ETFs to Diversify Your Portfolio

Combat uncertainty with balance using ETFs.

Morningstar • Jul 3, 2025

FNDX Is a Popular Dividend ETF for Passive Income. But Is It the Best?

There are some great dividend-generating exchange-traded funds (ETFs) out there, but investors understandably want the best. Even the smallest of advantages can make a big difference to their portfolio's bottom line as the years add up.

The Motley Fool • Jul 2, 2025

FNDX: 3 Reasons Why I Would Avoid This ETF

The Schwab Fundamental U.S. Large Company ETF tracks a total return index of large-cap U.S. equities based on fundamental company size. Launched in August 2013, FNDX has $16.6 billion in net assets. FNDX has significantly underperformed passive U.S. large cap growth ETFs since inception.

Seeking Alpha • Apr 29, 2025