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FNDCSchwab Fundamental International Small Equity ETF

Grow my money12y track recordRanked #428 of 2,998 in this goal

Tracks the total return of an index measuring small non-U.S. developed market companies based on fundamental size and weight.

By Schwab ETFs · Launched 2013

Annual Cost

0.39%

#1,918 of 5,861 · low cost

Fund Size

$3.0B

#597 of 5,861 · large

Return (1Y)Goal

+21.4%

Track Record

12 years

#1,087 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,168+21.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index enhanced

Factor

Size

Index tracked

RAFI Fundamental High Liquidity Developed ex US Small Index

What it actually holds

By weight

Concentration

Top 10 holdings = 6.6% of fundwell diversified

State Street Institutional US Government Money Market Fund
4.3%
Ibiden Co Ltd
0.4%
Mirae Asset Securities Co Ltd
0.3%
Samsung Life Insurance Co Ltd
0.2%
Salzgitter AG
0.2%
Pan American Silver Corp
0.2%
Helvetia Baloise Holding AG
0.2%
SCREEN Holdings Co Ltd
0.2%
Constellium SE
0.2%
Evolution Mining Ltd
0.2%

Asset allocation

Stocks
99.5%
Cash
0.4%
Other
0.1%

By sector

Industrials
24.6%
Consumer Cyclical
13.4%
Financial Services
11.8%
Basic Materials
10.2%
Technology
9.7%
Real Estate
7.2%
Consumer Defensive
6.1%
Healthcare
5.5%
Other
11.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.1%Moderate

Year-on-year price swings

Max drawdown
-43.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.27Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return of an index measuring small non-U.S. developed market companies based on fundamental size and weight.
Strategy
Invests primarily in stocks included in the RAFI Fundamental High Liquidity Developed ex US Small Index, which ranks and weights securities by fundamental measures of company size. The fund aims to track the index closely, focusing on small non-U.S. developed market companies.
Inception date
August 15, 2013
Fund family
Schwab ETFs

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Data updated on 2026-08-04