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Schwab Fundamental Index® ETFs offered by Charles Schwab Investment Management

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Fundamental Index offers a complement to traditional cap-weighted indexing and active management, helping to create the potential for more attractive risk-adjusted portfolios.

An innovative methodology.

These ETFs track the Russell RAFI Index® Series, which uses three fundamental measures of a company size:

Adjusted sales—The average sales for a company over a set period of time, adjusted to remove the effects of any leverage (financial measures used to increase an investment's potential return).

Retained operating cash flow—The average cash generated from a company’s operations over a set period that can be reinvested in the business.

Dividends plus buybacks—A portion of a company's earnings that are distributed to shareholders, plus a company's repurchase of stocks in the marketplace. These measure how a company uses its capital.

Low operating expenses and commission-free trading

Schwab Fundamental Index* ETFs are a low-cost alternative to actively managed funds and have competitive operating expenses compared to similar ETFs. And you can trade them commission-free online in your Schwab account.1

Start trading our Fundamental Index ETFs.

 FUNDAMENTAL INDEX ETFs─DOMESTIC EQUITIES TICKER SYMBOL EXPENSE RATIO
Schwab Fundamental U.S. Broad Market Index ETF
 
  • Provides diversified exposure across large- and small-company U.S. stocks.
  • Seeks investment results that track total return, before fees and expenses, of the Russell RAFI U.S. Index.
FNDB 0.32%
Schwab Fundamental U.S. Large Company Index ETF

  • Provides exposure to large U.S. companies.
  • Seeks investment results that track the total return, before fees and expenses, of the Russell RAFI U.S. Large Company Index.
FNDX 0.32%
Schwab Fundamental U.S. Small Company Index ETF

  • Provides exposure to small U.S. companies.
  • Seeks investment results that track the total return, before fees and expenses, of the Russell RAFI U.S. Small Company Index.
FNDA 0.32%

 FUNDAMENTAL INDEX ETFs─INTERNATIONAL EQUITIES TICKER SYMBOL EXPENSE RATIO
Schwab Fundamental International Large Company Index ETF

  • Provides exposure to international large companies.
  • Seeks investment results that track the total return, before fees and expenses, of the Russell RAFI Developed ex-U.S. Large Company Index.
FNDF 0.32%
Schwab Fundamental International Small Company Index ETF

  • Provides exposure to international small companies.
  • Seeks investment results that track the total return, before fees and expenses, of the Russell RAFI Developed ex-U.S. Small Company Index.
FNDC 0.46%
Schwab Fundamental Emerging Markets Large Company Index ETF

  • Provides exposure to emerging-market large companies.
  • Seeks investment results that track the total return, before fees and expenses, of the Russell RAFI Emerging Markets Large Company Index.
FNDE 0.47%

Q&A with the Father of Fundamental Index® Investing

Tony Davidow interviews Rob Arnott

Read the article

Learn more about ETFs.

Visit the Guidance section of our ETF page to get details and learn about our ETF research offerings and capabilities.

Take the next step.

Open a Schwab account to get started with ETFs today.

Open an Account or call  800-435-4000. Visit a branch.



Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a  prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing. Past performance does not guarantee future performance.