FNDA - FNDA: A Solid Small Cap ETF

2024-04-14 22:14:28 ET

Summary

• The Schwab Fundamental U.S. Small Company Index ETF is a passively managed ETF with over 1,000 holdings.
• Since 2013, the Fund has garnered more than $8 billion in assets under management.
• Small cap stocks are currently trading at a discount relative to their large cap peers, presenting a potential opportunity.

Introduction

This article covers the Schwab Fundamental U.S. Small Company Index ETF ( FNDA ) (the " Fund "), a passively managed exchange-traded fund (" ETF ") managed by Charles Schwab Investment Management, Inc. (the " Fund Sponsor "). Awarded three-stars from Morningstar , the Fund boasts a low expense ratio (0.25%) and above-average relative performance. Notably, the Fund does not stand out compared to my favorite small cap ETF, the Pacers Small Cap Cash Cows ETF ( CALF ) (" CALF "), although it does match up well with the Vanguard Small Cap Growth Index Fund ETF ( VBK ) (" VBK ") (another small cap ETF that I own). ...

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