FNDB

📎 Investment Objective

The Schwab Fundamental U.S. Broad Market ETF seeks to track the performance of the Russell RAFI US Index, which is designed to provide exposure to the U.S. equity market based on fundamental factors such as sales, cash flow, dividends, and book value.

✨ Key Features

• Provides broad exposure to the U.S. equity market using a fundamentally-weighted index approach
• Aims to outperform traditional market-cap weighted indexes over the long term
• Low expense ratio of 0.00%
• Suitable for investors seeking core U.S. equity exposure with a focus on fundamental factors

⚠️ Primary Risks

• Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
• Tracking error risk: The ETF may not perfectly track the performance of its underlying index
• Sector concentration risk: The ETF's performance may be more sensitive to developments in certain sectors or industries
• Liquidity risk: In certain market conditions, it may be difficult to buy or sell shares of the ETF at the desired price

👤 Best For

The Schwab Fundamental U.S. Broad Market ETF may be suitable for long-term investors seeking core U.S. equity exposure with a focus on fundamental factors. It can be used as a building block for a diversified portfolio or as a replacement for a traditional market-cap weighted U.S. equity allocation.