FNDXSchwab Fundamental U.S. Large Company ETF
Grow my money#131 of 2944 for Grow my money
Tracks as closely as possible the total return of an index that measures the performance of large U.S. companies based on their fundamentals.
Schwab ETFs · Since 2013 (12 years)
Annual Cost
0.25%
#1062 out of 5,332 ETFs
Fund Size
$23.7B
#116 out of 5,332 ETFs
Dividend Yield
1.62%
Track Record
12 years
#1116 out of 5,332 ETFs
Performance
1 Year
+34.0%
3 Years
+20.7%
5 Years
+13.2%
What's inside
Asset class
Region
Strategy
index tracking
Cap
large
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Technology
16.4%
Financial Services
14.1%
Healthcare
12.3%
Energy
11.7%
Communication
9.9%
Industrials
9.4%
Consumer Cyclical
9.2%
Consumer Defensive
7.9%
Other
9.0%
Top holdings
Apple IncAAPL4.1%
Exxon Mobil CorpXOM3.0%
Microsoft CorpMSFT2.1%
Chevron CorpCVX1.9%
Alphabet Inc Class AGOOGL1.9%
Berkshire Hathaway Inc Class BBRK-B1.6%
Amazon.com IncAMZN1.6%
Alphabet Inc Class CGOOG1.5%
JPMorgan Chase & CoJPM1.5%
Walmart IncWMT1.2%
Risk profile
Volatility (1Y)
10.9%
Moderate
Max drawdown
-37.7%
Worst peak-to-trough loss
Sharpe (3Y)
1.22
Excellent risk-adjusted returns
Sortino (3Y)
1.81
Good downside protection
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Data updated on 2026-05-05