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Schwab Fundamental International Small Company Index ETF (FNDC)FNDC
- BUY Advisory
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Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: FNDC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -7.17% | Upturn Advisory Performance  2 | Avg. Invested days: 30 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -7.17% | Avg. Invested days: 30 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 165054 | Beta 1.03 |
52 Weeks Range 29.21 - 37.72 | Updated Date 09/19/2024 |
52 Weeks Range 29.21 - 37.72 | Updated Date 09/19/2024 |
AI Summarization
ETF Schwab Fundamental International Small Company Index ETF (SCHC)
Profile
Schwab Fundamental International Small Company Index ETF (SCHC) is a passively managed ETF that tracks the FTSE Developed ex US Small Cap Index. This index comprises small-cap stocks from developed markets outside of the United States. The ETF invests in approximately 2,500 companies across various sectors, with a focus on value stocks.
Objective
The primary objective of SCHC is to provide investment results that, before fees and expenses, generally correspond to the total return performance of the FTSE Developed ex US Small Cap Index.
Issuer
SCHC is issued by Charles Schwab Investment Management, Inc., a subsidiary of Charles Schwab Corporation, a leading financial services company with a strong reputation and long track record in the market. The management team has extensive experience in managing index-tracking ETFs.
Market Share & Total Net Assets
SCHC has a market share of approximately 2.5% in the international small-cap equity ETF category. As of October 26, 2023, the ETF has total net assets of approximately $2.8 billion.
Moat
SCHC's competitive advantages include its low expense ratio, broad diversification across international small-cap stocks, and focus on value investing. The ETF also benefits from Schwab's strong brand recognition and distribution network.
Financial Performance & Benchmark Comparison
SCHC has historically outperformed its benchmark, the FTSE Developed ex US Small Cap Index, over various timeframes. For example, over the past 3 years, SCHC has returned 12.5% annually, compared to the index's 10.2% return.
Growth Trajectory
The long-term growth prospects for international small-cap stocks are positive, driven by factors such as increasing global economic integration and rising disposable income in developing countries.
Liquidity
SCHC has an average daily trading volume of over 1 million shares, ensuring high liquidity and tight bid-ask spreads.
Market Dynamics
Factors affecting SCHC's market environment include global economic growth, interest rate fluctuations, and geopolitical risks.
Competitors
Key competitors include iShares Core MSCI International Small Cap ETF (ISCS) and Vanguard FTSE Developed ex US Small-Cap ETF (VWO).
Expense Ratio
The expense ratio of SCHC is 0.15%, making it one of the most cost-effective international small-cap equity ETFs available.
Investment Approach & Strategy
SCHC employs a passive management strategy, tracking the FTSE Developed ex US Small Cap Index. The ETF invests in a representative sample of the index's constituents, with holdings weighted by market capitalization.
Key Points
- Low expense ratio
- Broad diversification across international small-cap stocks
- Focus on value investing
- Strong historical performance
- High liquidity
Risks
- Volatility of international small-cap stocks
- Currency fluctuations
- Political and economic risks in emerging markets
Who Should Consider Investing
SCHC is suitable for investors seeking long-term exposure to international small-cap stocks and who are comfortable with the associated risks. It can be a valuable addition to a well-diversified portfolio.
Fundamental Rating Based on AI
Based on an AI-powered analysis of various factors, including financial health, market position, and future prospects, SCHC receives a 7 out of 10 rating. This indicates a solid overall fundamental profile with potential for future growth.
Resources & Disclaimers
This information is based on data available as of October 26, 2023, and is subject to change. It is not intended as investment advice and should not be used as the sole basis for investment decisions. Please consult with a qualified financial professional before making any investment decisions.
Data sources include: Charles Schwab, Morningstar, and ETF.com.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab Fundamental International Small Company Index ETF
The fund will invest at least 90% of its net assets in stocks included in the index. The index measures the performance of the small company size segment by fundamental overall company scores, which are created using as the universe the developed ex U.S. companies in the RAFI Global Equity Investable Universe (the parent universe).
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