Schwab Fundamental Emerging Markets Equity Index Fund (SFENX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SFENX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SFENX
SFENX charges 0.39% annually. There are 21 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | SFENX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | SFENX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | SFENX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | SFENX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | SFENX vs FPADX |
Best Risk-Adjusted Alternatives to SFENX
SFENX has a PortfoliosLab risk / return rank of 76. There are 40 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | SFENX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | SFENX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | SFENX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | SFENX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | SFENX vs DEMAX |
Top Performing SFENX Alternatives (YTD)
SFENX is at 13.49% YTD. There are 149 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | SFENX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | SFENX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | SFENX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | SFENX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | SFENX vs GMAQX |
Lowest Volatility Alternatives to SFENX
SFENX has 14.34% 1-year volatility. There are 16 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | SFENX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | SFENX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | SFENX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | SFENX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | SFENX vs FGKPX |
Lowest Drawdown Alternatives to SFENX
SFENX has a 1-year max drawdown of -9.45%. There are 7 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | SFENX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | SFENX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | SFENX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | SFENX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | SFENX vs COBYX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $247B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 63 | 9.35% | 144.34B | May 1997 | SFENX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.33B | Apr 1992 | SFENX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 9.82% | 44.09B | Jun 1999 | SFENX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.51% | 4.75B | Dec 2017 | SFENX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 69 | 12.67% | 14.81B | May 1997 | SFENX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 21 | -0.73% | 8.24B | — | SFENX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 60 | 9.62% | 22.19B | Apr 1991 | SFENX vs SNXFX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 96 | 17.37% | 13.18B | Apr 2007 | SFENX vs SFLNX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 18 | 3.77% | 598.86M | Oct 2005 | SFENX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 79 | 19.46% | 7.55B | May 1997 | SFENX vs SWSSX |
Often Compared With SFENX
Investors most often compare SFENX with SCHE, SFILX, SFNNX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SFENX with Any Fund or Stock
Compare SFENX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SFENX with funds that move differently
Schwab Fundamental Emerging Markets Equity Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFENX.
Explore SFENX Diversifiers