FNDA: Small Caps Have Fallen, But Earnings Expectations Are Still Too High

I downgrade Schwab Fundamental U.S. Small Company ETF to 'hold' due to declining EPS growth and price momentum. FNDA maintains quality advantages, especially by underweighting unprofitable biotech, but its growth-at-a-reasonable-price metrics no longer stand out. The ETF's next-year EPS growth estimate fell from 17.40% to 14.99% since July. However, sales growth is projected at just 7.62%, and I couldn't reconcile the difference.

Seeking Alpha • Oct 22, 2026

Is Schwab Fundamental U.S. Small Company ETF (FNDA) a Strong ETF Right Now?

The Schwab Fundamental U.S. Small Company ETF (FNDA) was launched on 08/13/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.

Zacks Investment Research • Oct 9, 2026

Indexing Redefined, Part III: Implementation & The Total ETF Experience

In Part II of this Indexing Redefined four-part series, the article examined how fundamental indexing can be applicable to style boxes. In particular, anchoring core, value, and growth allocations to observable economic scale as opposed to simply using price momentum.

ETF Trends • Sep 14, 2026

Should Schwab Fundamental U.S. Small Company ETF (FNDA) Be on Your Investing Radar?

Launched on August 13, 2013, the Schwab Fundamental U.S. Small Company ETF (FNDA) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

Zacks Investment Research • Aug 31, 2026

FNDA: Small-Cap ETF With Solid Quality And GARP Features

FNDA is a fundamentally weighted small-cap ETF with 900+ holdings, strong sector diversification features, and a reasonably low 0.25% expense ratio. The fundamental screens emphasize sales, operating cash flow, and dividend/buybacks over the last five years, but a potential weakness is the lack of a growth component. As a result, ETFs like SCHA, IWM, IJR, and FESM look stronger on several of FNDA's own criteria. These ETFs also feature competitive and, in some cases, cheaper P/E ratios.

Seeking Alpha • Jul 30, 2026

3 Small-Cap ETFs Beating the S&P 500 Right Now That Most Investors Have Never Heard Of

Small-cap stocks have quietly been outperforming the S&P 500 through early 2026, a rotation that many investors who stayed concentrated in large-cap technology missed entirely.

24/7 Wall Street • Apr 22, 2026

4 ETFs That Beat the S&P 500 by Ignoring Market Cap Entirely

Market-cap weighting has a structural flaw that most investors overlook: it automatically overweights whatever has already gotten expensive.

24/7 Wall Street • Mar 26, 2026

FNDA: Small Value ETF Beating The Benchmark But Lagging Some Peers

Schwab Fundamental US Small Company ETF offers diversified small-cap exposure using the RAFI methodology. FNDA features low company-specific risk, broad sector diversification, value characteristics, and strong dividend growth, even though its yield remains low. FNDA has outperformed the Russell 2000 benchmark in return and Sharpe ratio.

Seeking Alpha • Mar 5, 2026

3 Small-Cap ETFs to Buy Before the Great Rotation Leaves Large Caps Behind

The stock market is shifting away from a few dozen tech and mega-cap winners into stocks that have been under-the-radar and left behind.

24/7 Wall Street • Feb 27, 2026

3 Small-Cap ETFs With Big Upside Potential

Small-cap stocks and ETFs don't get as much spotlight as the S&P 500 and Nasdaq Composite.

24/7 Wall Street • Feb 7, 2026