Schwab Fundamental U.S. Large Company Index ETF (FNDX) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with FNDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FNDX
FNDX charges 0.25% annually. There are 35 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | FNDX vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | FNDX vs IUSV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | FNDX vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | FNDX vs SCHV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | FNDX vs VTV |
Best Risk-Adjusted Alternatives to FNDX
FNDX has a PortfoliosLab risk / return rank of 93. There are 4 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | FNDX vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | FNDX vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | FNDX vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | FNDX vs AVLV | |
| iShares Russell Top 200 Value ETF | 93 | 3.83B | Sep 2009 | FNDX vs IWX |
Top Performing FNDX Alternatives (YTD)
FNDX is at 16.60% YTD. There are 34 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | FNDX vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | FNDX vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | FNDX vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | FNDX vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | FNDX vs VFLO |
Lowest Volatility Alternatives to FNDX
FNDX has 10.33% 1-year volatility. There are 31 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | FNDX vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | FNDX vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | FNDX vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | FNDX vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | FNDX vs ABEQ |
Lowest Drawdown Alternatives to FNDX
FNDX has a 1-year max drawdown of -6.06%. There are 19 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | FNDX vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | FNDX vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | FNDX vs FDL | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | FNDX vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | FNDX vs ELCV |
Other ETFs from Charles Schwab
The 10 most viewed Charles Schwab ETFs shown here include SCHD, SCHG, SCHX and span 8 categories. AUM among these funds goes as high as $99B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 86 | 20.66% | 98.55B | Oct 2011 | FNDX vs SCHD | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 33 | 5.60% | 60.56B | Dec 2009 | FNDX vs SCHG | |
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 63 | 10.34% | 72.77B | Nov 2009 | FNDX vs SCHX | |
| Schwab U.S. Broad Market ETF | Large Cap Blend Equities | 65 | 11.00% | 43.66B | Nov 2009 | FNDX vs SCHB | |
| Schwab International Equity ETF | Foreign Large Cap Equities | 60 | 13.29% | 66.31B | Nov 2009 | FNDX vs SCHF | |
| Schwab International Dividend Equity ETF | Dividend, Foreign Large Cap Equities | 62 | 9.51% | 2.36B | Apr 2021 | FNDX vs SCHY | |
| Schwab Fundamental International Equity ETF | Foreign Large Cap Equities, Large Cap Value Equities | 82 | 16.98% | 24.25B | Aug 2013 | FNDX vs FNDF | |
| Schwab U.S. Small-Cap ETF | Small Cap Blend Equities | 74 | 21.01% | 23.26B | Nov 2009 | FNDX vs SCHA | |
| Schwab U.S. TIPS ETF | Inflation-Protected Bonds | 35 | 0.89% | 16.50B | Aug 2010 | FNDX vs SCHP | |
| Schwab US REIT ETF | REIT | 43 | 16.52% | 11.27B | Jan 2011 | FNDX vs SCHH |
Often Compared With FNDX
Investors most often compare FNDX with VOO, FNDB, SPY. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FNDX with Any Fund or Stock
Compare FNDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FNDX with funds that move differently
Schwab Fundamental U.S. Large Company Index ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FNDX.
Explore FNDX Diversifiers