SFENX Alternatives & Similar Mutual Funds

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 7 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	SFENX vs FHKFX
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	SFENX vs FEMSX
VEMRX	Vanguard Emerging Markets Index Fund Institutional...	0.08%	162.80B	Dec 2010	SFENX vs VEMRX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	0.10%	—	Jun 2000	SFENX vs VEMIX
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	0.13%	162.80B	Jun 2006	SFENX vs VEMAX

Best Risk-Adjusted Alternatives to SFENX

SFENX has a PortfoliosLab risk / return rank of 66. There are 27 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
DEMAX	Nomura Emerging Markets Fund Class A	95	—	Jun 1996	SFENX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	95	—	Jun 1996	SFENX vs DEMCX
WXCIX	William Blair Emerging Markets ex China Growth Fun...	92	—	Jul 2022	SFENX vs WXCIX
FZAEX	Fidelity Advisor Focused Emerging Markets Fund Cla...	87	—	Aug 2013	SFENX vs FZAEX
FIMKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	87	—	Mar 2004	SFENX vs FIMKX

Top Performing SFENX Alternatives (YTD)

SFENX is at 12.17% YTD. There are 31 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 105.25%.

Symbol	Name	YTD Return	AUM	Inception
DEMAX	Nomura Emerging Markets Fund Class A	105.25%	—	Jun 1996	SFENX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	104.45%	—	Jun 1996	SFENX vs DEMCX
WXCIX	William Blair Emerging Markets ex China Growth Fun...	46.00%	—	Jul 2022	SFENX vs WXCIX
CNWIX	Calamos Evolving World Growth Fund Class I	35.58%	—	—	SFENX vs CNWIX
EMF	Templeton Emerging Markets Fund	31.29%	—	Feb 1987	SFENX vs EMF

Lowest Volatility Alternatives to SFENX

SFENX has 14.14% 1-year volatility. There are 3 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 11.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	11.26%	—	Jan 2019	SFENX vs FGKPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.45%	—	—	SFENX vs GQGIX
SIVLX	Seafarer Overseas Value Fund Institutional Class	13.24%	—	May 2016	SFENX vs SIVLX
FEDTX	Fidelity Advisor Emerging Markets Discovery Fund C...	14.52%	—	Nov 2011	SFENX vs FEDTX
FEDIX	Fidelity Advisor Emerging Markets Discovery Fund C...	14.53%	—	Nov 2011	SFENX vs FEDIX

Lowest Drawdown Alternatives to SFENX

SFENX has a 1-year max drawdown of -9.45%. There are 2 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -6.93%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	SFENX vs FGKPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	-9.11%	—	—	SFENX vs GQGIX
FEDDX	Fidelity Emerging Markets Discovery Fund	-9.54%	—	Nov 2011	SFENX vs FEDDX
FIQGX	Fidelity Advisor Emerging Markets Discovery Fund C...	-9.55%	—	Oct 2018	SFENX vs FIQGX
FEDIX	Fidelity Advisor Emerging Markets Discovery Fund C...	-9.58%	—	Nov 2011	SFENX vs FEDIX

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 $248B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	65	11.35%	145.69B	May 1997	SFENX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.74%	247.96B	Apr 1992	SFENX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	63	11.84%	44.59B	Jun 1999	SFENX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	19	5.08%	4.94B	Dec 2017	SFENX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	35	10.45%	14.63B	May 1997	SFENX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	19	0.06%	8.31B	—	SFENX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	61	11.62%	22.48B	Apr 1991	SFENX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	28	9.59%	626.43M	Oct 2005	SFENX vs SWLSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	16.34%	12.97B	Apr 2007	SFENX vs SFLNX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	65	20.72%	7.67B	May 1997	SFENX vs SWSSX

Often Compared With SFENX

Investors most often compare SFENX with SCHE, SFILX, SFNNX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHE	Schwab Emerging Markets Equity ETF	Emerging Markets Equities	47	9.54%	12.63B	Jan 2010	SFENX vs SCHE
SFILX	Schwab Fundamental International Small Company Ind...	Foreign Small & Mid Cap Equities	36	9.83%	—	Jan 2008	SFENX vs SFILX
SFNNX	Schwab Fundamental International Equity Index Fund	Foreign Large Cap Equities	83	17.57%	5.22B	Apr 2007	SFENX vs SFNNX
DFEMX	DFA Emerging Markets Portfolio	Emerging Markets Diversified	80	24.15%	8.31B	Apr 1994	SFENX vs DFEMX
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	63	10.34%	72.77B	Nov 2009	SFENX vs SCHX
RNEM	First Trust Emerging Markets Equity Select ETF	Emerging Markets Equities	12	0.25%	16.78M	Jun 2017	SFENX vs RNEM
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	SFENX vs VOO
RBESX	RBC BlueBay Emerging Market Debt Fund	Emerging Markets Bonds	92	4.09%	—	Nov 2011	SFENX vs RBESX
FPADX	Fidelity Emerging Markets Index Fund	Emerging Markets Diversified	75	23.03%	—	Sep 2011	SFENX vs FPADX
VWO	Vanguard FTSE Emerging Markets ETF	Emerging Markets Equities	46	9.49%	162.80B	Mar 2005	SFENX vs VWO
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	60	13.29%	66.31B	Nov 2009	SFENX vs SCHF
GERIX	Goldman Sachs Emerging Markets Equity Insights Fun...	Emerging Markets Diversified	78	24.98%	—	Oct 2007	SFENX vs GERIX
VXUS	Vanguard Total International Stock ETF	Global Equities	56	11.67%	652.30B	Jan 2011	SFENX vs VXUS
COBYX	The Cook & Bynum Fund	Emerging Markets Diversified	38	8.64%	—	Jun 2009	SFENX vs COBYX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Diversified	20	5.94%	—	May 2008	SFENX vs HLFMX
IDMO	Invesco S&P International Developed Momentum ETF	Momentum, Foreign Large Cap Equities	43	7.79%	3.99B	Feb 2012	SFENX vs IDMO
SWHGX	Schwab MarketTrack Growth Portfolio™	Diversified Portfolio	69	9.95%	—	Nov 1995	SFENX vs SWHGX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	Emerging Markets Diversified	83	8.91%	—	Oct 2011	SFENX vs ESCIX
FNDE	Schwab Fundamental Emerging Markets Equity ETF	Emerging Markets Equities	60	11.81%	9.42B	Aug 2013	SFENX vs FNDE
IEMG	iShares Core MSCI Emerging Markets ETF	Emerging Markets Diversified	59	17.70%	156.92B	Oct 2012	SFENX vs IEMG

Compare SFENX with Any Fund or Stock

Compare SFENX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Schwab Fundamental Emerging Markets Equity Index Fund (SFENX) Alternatives