FNDA / ETF · DATA AS OF 2026-10-29
If you invested $1,000
in Schwab Fundamental U.S. Small Company ETF
If you invested $1,000 in Schwab Fundamental U.S. Small Company ETF 10 years ago (2016-10), it would be worth $2,785.09 as of 2026-10-29, with dividends reinvested.
Schwab Fundamental U.S. Small Company ETF: the long view
| $1,000 invested | Actual start | Value today | CAGR |
|---|---|---|---|
| 1 years ago | 2025-10 | $1,203.96 | 20.40% |
| 3 years ago | 2023-10 | $1,660.29 | 18.41% |
| 5 years ago | 2021-10 | $1,428.83 | 7.40% |
| 10 years ago | 2016-10 | $2,785.09 | 10.79% |
| 15-year requested window | 2013-09 · first available | $3,414.77 | 9.84% |
| 20-year requested window | 2013-09 · first available | $3,414.77 | 9.84% |
| First month covered here | 2013-09 | $3,414.77 | 9.84% |
Dividends reinvested. Requested periods use the latest available month as their endpoint; shorter histories start at the first available month.
A little, every month
Investing $100 at each monthly close after the starting month (2016-10), with no initial lump sum, would turn $12,000.00 contributed into $20,955.02. Contributions start the following month. With dividends reinvested.
Against the benchmark
Over 2016-10 to 2026-10, $1,000 in Schwab Fundamental U.S. Small Company ETF became $2,785.09; $1,000 in SPY became $4,238.51 with dividends reinvested.
Your questions, answered
What would $1,000 invested in Schwab Fundamental U.S. Small Company ETF 10 years ago be worth?
If you invested $1,000 in Schwab Fundamental U.S. Small Company ETF 10 years ago (2016-10), it would be worth $2,785.09 as of 2026-10-29, with dividends reinvested.
How would $100 a month in Schwab Fundamental U.S. Small Company ETF have performed?
Investing $100 at each monthly close after the starting month (2016-10), with no initial lump sum, would turn $12,000.00 contributed into $20,955.02. Contributions start the following month. With dividends reinvested.
How does this compare with the S&P 500?
Over 2016-10 to 2026-10, $1,000 in Schwab Fundamental U.S. Small Company ETF became $2,785.09; $1,000 in SPY became $4,238.51 with dividends reinvested.
How much would $1,000 in Schwab Fundamental U.S. Small Company ETF in 2014 be worth today?
$1,000 invested in Schwab Fundamental U.S. Small Company ETF at the January 2014 close would be worth $3,198.21 as of October 29, 2026, with dividends reinvested.
Keep exploring
Embed this calculator
ETF returns use the stored Yahoo adjclose series; distributions are modelled as reinvested only where adjustments exist. Identical close/adjclose series are price only. Price-only mode uses closing prices. Fund operating expenses are already reflected in market prices; no separate expense-ratio deduction is applied. Trading fees, taxes and FX are excluded. Leveraged and inverse funds typically target daily returns; compounding can make longer-term results differ from a multiple of the index.
$100 a month in Schwab Fundamental U.S. Small Company ETF