Schwab Fundamental ETF Provides Broad Market Exposure

Schwab Fundamental U.S. Large Company ETF (FNDX) offers a low-cost option for investors interested in large-cap value, holding assets over $17.40 billion. With a year-to-date gain of 9.07%, FNDX's performance may influence investor sentiment positively.

Date: 22-03-2025

AI Rating: 7

Performance Overview
Schwab Fundamental U.S. Large Company ETF (FNDX) has gained approximately 9.07% over the past year, reflecting a solid performance in the current market conditions. This uptick could positively influence investor sentiment and enhance the fund's attractiveness.

Expense Ratios
The ETF features a competitive expense ratio of 0.25%, in line with most peers in the large-cap value sector. Lower costs can enhance overall returns for investors, a key factor that may lead to increased investment in FNDX.

Top Holdings
FNDX's top holdings include significant companies like Apple Inc (AAPL), Microsoft Corp (MSFT), and Berkshire Hathaway Inc Class B (BRK/B), with AAPL accounting for about 4.67% of the fund's assets. The substantial presence of these leading companies could also provide stability and potential for growth, positively impacting investor confidence.

Sector Allocation
The ETF is heavily weighted in the Financials sector (19.20%), followed by Information Technology and Healthcare. This diversified sector allocation reduces risk exposure to specific industries, which may be appealing to conservative investors.

Stocks: AAPL MSFT BRK/B