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Schwab Fundamental U.S. Large Company ETF (FNDX)

32.71 -0.18 (-0.55%)
At close: 4:00:00 PM EDT
32.85 +0.14 (+0.42%)
After hours: 7:24:54 PM EDT
Trade FNDX on Coinbase

Performance Overview

Trailing returns as of 10/29/2026. Category is Large Value.

YTD Return

FNDX
22.28%
Category
7.82%

1-Year Return

FNDX
25.03%
Category
26.16%

3-Year Return

FNDX
24.83%
Category
15.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FNDX
Category
YTD
16.96%
7.82%
1-Month
-2.51%
6.23%
3-Month
1.54%
3.90%
1-Year
21.46%
26.16%
3-Year
21.12%
15.87%
5-Year
13.94%
10.13%
10-Year
14.09%
11.26%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
FNDX
Category
2025
16.93%
14.97%
2024
16.77%
14.28%
2023
18.25%
11.63%
2022
-6.91%
-5.90%
2021
31.73%
26.22%
2020
9.14%
2.91%
2019
28.64%
25.04%
2018
-7.31%
-8.53%

2017
17.11%
15.94%
2016
16.40%
14.81%
2015
-2.97%
-4.05%
2014
12.43%
10.21%

ETF Summary

The fund normally will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the U.S. companies in the RAFI Global Equity Investable Universe.

ETF Overview

Category Large Value
Fund Family Schwab ETFs
Net Assets 27.09B
YTD Daily Total Return 22.28%
Yield 1.50%
Legal Type Exchange Traded Fund

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