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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Arnott, Robert D., Jason C. Hsu and Philip Moore, 2005. “Fundamental Indexation”
Financial Analysts Journal
, vol. 61, no. 2 [March/April]: 83-89.
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Conditions apply: This claim is based on expense ratio data comparisons between Schwab Market-Cap ETFs and non-Schwab Market-Cap ETFs in their respective Lipper categories. Securities in Market-Cap ETFs are selected and weighted based on the size of their market capitalization. Expense ratio data for non-Schwab Market-Cap ETFs were obtained from Strategic Insight Simfund as of 05/31/13. ETFs in the same Lipper category may track different indexes, have differences in holdings, and show different performance. Competitors may offer more than one ETF in a Lipper category. Expense ratios are subject to change.