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 33 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | FNDX vs SPYV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | FNDX vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | FNDX vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | FNDX vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | FNDX vs SCHV |
Best Risk-Adjusted Alternatives to FNDX
FNDX has a PortfoliosLab risk / return rank of 90. There are 4 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 | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | FNDX vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | FNDX vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | FNDX vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | FNDX vs AVLV | |
| Dimensional US Large Cap Value ETF | 89 | 6.17B | Dec 2022 | FNDX vs DFLV |
Top Performing FNDX Alternatives (YTD)
FNDX is at 14.57% YTD. There are 21 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 49.00% | 15.87B | Apr 2013 | FNDX vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | FNDX vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | FNDX vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | FNDX vs ROE | |
| Avantis U.S. Large Cap Value ETF | 20.64% | 12.01B | Sep 2021 | FNDX vs AVLV |
Lowest Volatility Alternatives to FNDX
FNDX has 10.22% 1-year volatility. There are 34 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.76% | 32.39M | Apr 2023 | FNDX vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | FNDX vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | FNDX vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | FNDX vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | FNDX vs DIVZ |
Lowest Drawdown Alternatives to FNDX
FNDX has a 1-year max drawdown of -6.06%. There are 22 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | FNDX vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | FNDX vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | FNDX vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | FNDX vs MDLV | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | FNDX vs GCOW |
Other ETFs from Charles Schwab
The 10 most viewed Charles Schwab ETFs shown here include SCHD, SCHG, SCHX and span 7 categories. AUM among these funds goes as high as $95B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 80 | 19.01% | 94.95B | Oct 2011 | FNDX vs SCHD | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 39 | 6.42% | 61.08B | Dec 2009 | FNDX vs SCHG | |
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 67 | 10.72% | 72.63B | Nov 2009 | FNDX vs SCHX | |
| Schwab U.S. Broad Market ETF | Large Cap Blend Equities | 68 | 11.28% | 43.31B | Nov 2009 | FNDX vs SCHB | |
| Schwab International Equity ETF | Foreign Large Cap Equities | 59 | 15.56% | 66.49B | Nov 2009 | FNDX vs SCHF | |
| Schwab International Dividend Equity ETF | Dividend, Foreign Large Cap Equities | 51 | 7.94% | 2.27B | Apr 2021 | FNDX vs SCHY | |
| Schwab U.S. Small-Cap ETF | Small Cap Growth Equities | 71 | 19.79% | 22.78B | Nov 2009 | FNDX vs SCHA | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 84 | 21.21% | 24.55B | Aug 2013 | FNDX vs FNDF | |
| Schwab US REIT ETF | REIT | 27 | 11.08% | 9.98B | Jan 2011 | FNDX vs SCHH | |
| Schwab U.S. TIPS ETF | Inflation-Protected Bonds | 47 | 1.61% | 15.71B | Aug 2010 | FNDX vs SCHP |
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