DFEM vs. FNDE
Compare and contrast key facts about Dimensional Emerging Markets Core Equity 2 ETF (DFEM) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE).
DFEM and FNDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFEM is an actively managed fund by Dimensional. It was launched on Apr 26, 2022. FNDE is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental Emerging Markets Large Company Index. It was launched on Aug 15, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFEM or FNDE.
Correlation
The correlation between DFEM and FNDE is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFEM vs. FNDE - Performance Comparison
Key characteristics
DFEM:
0.20
FNDE:
0.51
DFEM:
0.41
FNDE:
0.86
DFEM:
1.05
FNDE:
1.11
DFEM:
0.20
FNDE:
0.56
DFEM:
0.64
FNDE:
1.57
DFEM:
5.67%
FNDE:
6.59%
DFEM:
17.83%
FNDE:
20.22%
DFEM:
-20.82%
FNDE:
-43.55%
DFEM:
-10.42%
FNDE:
-10.78%
Returns By Period
In the year-to-date period, DFEM achieves a -2.07% return, which is significantly lower than FNDE's 0.34% return.
DFEM
-2.07%
-5.36%
-6.36%
4.33%
N/A
N/A
FNDE
0.34%
-7.37%
-4.42%
10.65%
11.31%
4.87%
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DFEM vs. FNDE - Expense Ratio Comparison
Both DFEM and FNDE have an expense ratio of 0.39%.
Risk-Adjusted Performance
DFEM vs. FNDE — Risk-Adjusted Performance Rank
DFEM
FNDE
DFEM vs. FNDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Emerging Markets Core Equity 2 ETF (DFEM) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DFEM vs. FNDE - Dividend Comparison
DFEM's dividend yield for the trailing twelve months is around 2.67%, less than FNDE's 4.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFEM Dimensional Emerging Markets Core Equity 2 ETF | 2.67% | 2.50% | 2.38% | 1.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 4.80% | 4.82% | 4.74% | 5.59% | 4.31% | 2.49% | 3.47% | 3.05% | 2.05% | 1.65% | 2.02% | 1.36% |
Drawdowns
DFEM vs. FNDE - Drawdown Comparison
The maximum DFEM drawdown since its inception was -20.82%, smaller than the maximum FNDE drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for DFEM and FNDE. For additional features, visit the drawdowns tool.
Volatility
DFEM vs. FNDE - Volatility Comparison
Dimensional Emerging Markets Core Equity 2 ETF (DFEM) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) have volatilities of 10.73% and 11.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.