FNDX ETF Analysis: Schwab Fundamental U.S. | NYSE
US Equity | NYSE, USA | Market Cap: 28.368m USD | 12M Return: 25.3% | US8085247711 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 121M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The Schwab Fundamental U.S. Large Company Index ETF (FNDX) is a passively managed fund that tracks an index using a fundamental weighting methodology developed by Research Affiliates (RAFI) rather than traditional market-capitalization weighting. The fund invests at least 90% of its net assets in stocks included in the index, which measures the performance of large U.S. companies based on fundamental overall company scores drawn from the RAFI Global Equity Investable Universe.
Categorized within the Large Value segment, FNDX provides exposure to large-capitalization U.S. equities through a rules-based approach that typically weights holdings by fundamental measures such as book value, cash flow, dividends, and sales. This methodology distinguishes the fund from conventional market-cap-weighted peers, emphasizing underlying company fundamentals over share price.
- Large cap value rotation accelerates amid rate cut expectations
- ETF inflows surge as investors favor low-cost fundamental indexing
- Competition intensifies from Vanguard Value and BlackRock fundamental ETFs
As of November 01, 2026, the stock is trading at USD 32.71 with a total of 4,625,223 shares traded. Over the past week, the price has changed by +0.34%, over one month by +3.38%, over three months by +3.57% and over the past year by +25.29%.
Current recommended Stop Loss: 32.20 (which is 1.6% or 2.3 ATR below the current price).
Schwab Fundamental U.S. has no consensus analysts rating.