Schwab Fundamental US Large Company ETF (FNDX)
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3 Great New ETFs From 2025
Youtube· 2025-12-18 16:15
More than 1,000 ETFs will launch in the United States this year. Many are expensive and have questionable long-term merit, though. Excellent long-term oriented ETFs are increasingly hard to find among the rapidly expanding crop of new ETFs.Some new ETFs still stand out. Those that charge competitive fees, are run by reputable firms and managers, and those that follow a sound process are easy additions to the core of most investors portfolios. The ETFs highlighted here check each of those boxes and go a step ...
3 ETFs for Diversifying Beyond AI
Youtube· 2025-12-04 16:10
Core Insights - Artificial intelligence (AI) is significantly impacting global markets and investment portfolios, with high profit potential but also high valuations for AI companies [1][2] - Nvidia is a leading player in the AI space, representing over 4% of the Morning Star Global Markets Index, which includes 7,500 companies [2] - A concentration of value in the AI sector is evident, with 10 companies accounting for over 22% of the total value of global public companies [2] Investment Strategies - To mitigate excessive exposure to AI, three ETFs are recommended: Schwab Fundamental US Large Company ETF (FNDX), Dimensional US Targeted Value ETF (DFAT), and JP Morgan International Research Enhanced Equity ETF (JRE) [3][6][9] - FNDX employs a fundamental-based approach, focusing on large and mid-cap US stocks, and rebalances by selling overvalued stocks while buying undervalued ones, resulting in limited exposure to high-growth companies like Nvidia and Tesla [4][5] - DFAT targets the cheaper half of US mid and small-cap stocks, diversifying investments across 1,400 companies and avoiding high-profile names like Nvidia and Tesla, thus maintaining a cost-conscious strategy [7][8] - JRE combines international investments with a fundamental research process, focusing on companies that are attractively priced, and has outperformed its index tracking peers since its inception in 2022 [9][10]