FNDX Alternatives & Similar ETFs

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
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	36.23B	Sep 2000	FNDX vs SPYV
VTV	Vanguard Value ETF	0.04%	254.20B	Jan 2004	FNDX vs VTV
IUSV	iShares Core S&P U.S. Value ETF	0.04%	27.22B	Jul 2000	FNDX vs IUSV
ILCV	iShares Morningstar Value ETF	0.04%	1.32B	Jun 2004	FNDX vs ILCV
SCHV	Schwab U.S. Large-Cap Value ETF	0.04%	15.73B	Dec 2009	FNDX vs SCHV

Best Risk-Adjusted Alternatives to FNDX

FNDX has a PortfoliosLab risk / return rank of 96. There are 6 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	97	9.07B	Apr 2013	FNDX vs VLUE
PWV	Invesco Large Cap Value ETF	97	1.72B	Mar 2005	FNDX vs PWV
SEIV	SEI QiM U.S. Large Cap Value Active ETF	96	956.28M	May 2022	FNDX vs SEIV
IWX	iShares Russell Top 200 Value ETF	96	3.98B	Sep 2009	FNDX vs IWX
VFLO	VictoryShares Free Cash Flow ETF	96	9.18B	Jun 2023	FNDX vs VFLO

Top Performing FNDX Alternatives (YTD)

FNDX is at 18.49% YTD. There are 38 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.20%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	42.20%	9.07B	Apr 2013	FNDX vs VLUE
VFLO	VictoryShares Free Cash Flow ETF	27.47%	9.18B	Jun 2023	FNDX vs VFLO
DIVB	iShares Core Dividend ETF	25.86%	1.71B	Nov 2017	FNDX vs DIVB
SMRI	Bushido Capital US Equity ETF	23.66%	479.57M	Sep 2023	FNDX vs SMRI
AVLV	Avantis U.S. Large Cap Value ETF	23.60%	17.85B	Sep 2021	FNDX vs AVLV

Lowest Volatility Alternatives to FNDX

FNDX has 10.23% 1-year volatility. There are 26 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
KWIN	KraneShares Wahed Alternative Income Index ETF	4.03%	60.32M	Oct 2025	FNDX vs KWIN
INCE	Franklin Income Equity Focus ETF	8.40%	135.67M	Sep 2016	FNDX vs INCE
BGIG	Bahl & Gaynor Income Growth ETF	8.91%	342.03M	Sep 2023	FNDX vs BGIG
DLN	WisdomTree U.S. LargeCap Dividend Fund	8.99%	6.25B	Jun 2006	FNDX vs DLN
ABEQ	Absolute Select Value ETF	9.12%	143.00M	Jan 2020	FNDX vs ABEQ

Lowest Drawdown Alternatives to FNDX

FNDX has a 1-year max drawdown of -6.06%. There are 17 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
PWV	Invesco Large Cap Value ETF	-4.05%	1.72B	Mar 2005	FNDX vs PWV
MDLV	Morgan Dempsey Large Cap Value ETF	-4.27%	32.39M	Apr 2023	FNDX vs MDLV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	7.77B	Mar 2006	FNDX vs FDL
INCE	Franklin Income Equity Focus ETF	-4.90%	135.67M	Sep 2016	FNDX vs INCE
VMAX	Hartford US Value ETF	-4.93%	49.18M	Dec 2023	FNDX vs VMAX

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 $104B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	FNDX vs SCHD
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	7.11%	59.97B	Dec 2009	FNDX vs SCHG
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	76	11.65%	71.82B	Nov 2009	FNDX vs SCHX
SCHB	Schwab U.S. Broad Market ETF	Large Cap Blend Equities	78	12.19%	43.26B	Nov 2009	FNDX vs SCHB
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	78	15.34%	67.17B	Nov 2009	FNDX vs SCHF
SCHY	Schwab International Dividend Equity ETF	Dividend, Foreign Large Cap Equities	85	13.84%	2.52B	Apr 2021	FNDX vs SCHY
FNDF	Schwab Fundamental International Equity ETF	Foreign Large Cap Equities, Large Cap Value Equities	91	20.34%	25.13B	Aug 2013	FNDX vs FNDF
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Blend Equities	83	20.52%	22.23B	Nov 2009	FNDX vs SCHA
SCHP	Schwab U.S. TIPS ETF	Inflation-Protected Bonds	27	0.56%	16.38B	Aug 2010	FNDX vs SCHP
SCHH	Schwab US REIT ETF	REIT	62	17.73%	11.48B	Jan 2011	FNDX vs SCHH

Often Compared With FNDX

Investors most often compare FNDX with VOO, FNDB, SPY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	FNDX vs VOO
FNDB	Schwab Fundamental U.S. Broad Market Index ETF	Large Cap Value Equities	96	18.54%	1.43B	Aug 2013	FNDX vs FNDB
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	FNDX vs SPY
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	10.09%	144.34B	May 1997	FNDX vs SWPPX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	78	12.18%	2.30T	May 2001	FNDX vs VTI
SFNNX	Schwab Fundamental International Equity Index Fund	Foreign Large Cap Equities	91	19.94%	5.35B	Apr 2007	FNDX vs SFNNX
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	94	17.26%	13.30B	Dec 2007	FNDX vs MGV
SCHK	Schwab 1000 Index ETF	Large Cap Blend Equities	76	11.92%	5.72B	Oct 2017	FNDX vs SCHK
BKLC	BNY Mellon US Large Cap Core Equity ETF	Large Cap Blend Equities	75	11.56%	5.47B	Apr 2020	FNDX vs BKLC
IVV	iShares Core S&P 500 ETF	S&P 500	78	11.75%	869.20B	May 2000	FNDX vs IVV
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	56	10.31%	22.19B	Apr 1991	FNDX vs SNXFX
FELV	Fidelity Enhanced Large Cap Value ETF	Large Cap Value Equities	96	23.19%	3.20B	Apr 2007	FNDX vs FELV
FMAGX	Fidelity Magellan Fund	Large Cap Growth Equities	6	5.24%	—	May 1963	FNDX vs FMAGX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	96	19.19%	30.83B	Feb 1993	FNDX vs DFLVX
MFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF	Large Cap Growth Equities, Multi-factor	90	16.56%	290.05M	Aug 2017	FNDX vs MFUS
SPYM	State Street SPDR Portfolio S&P 500 ETF	S&P 500	78	11.77%	160.81B	Nov 2005	FNDX vs SPYM
DOXGX	Dodge & Cox Stock Fund Class X	Large Cap Value Equities, Actively Managed	60	10.00%	—	May 2022	FNDX vs DOXGX
AJG	Arthur J. Gallagher & Co.		28	-3.64%	—	—	FNDX vs AJG
LGLV	SPDR SSGA US Large Cap Low Volatility Index ETF	Low Volatility	42	8.09%	1.21B	Feb 2013	FNDX vs LGLV
FBCVX	Fidelity Blue Chip Value Fund	Large Cap Value Equities	94	22.39%	—	Jun 2003	FNDX vs FBCVX

Compare FNDX with Any Fund or Stock

Compare FNDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

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