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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

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