ESGE vs. FNDE
Compare and contrast key facts about iShares ESG Aware MSCI EM ETF (ESGE) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE).
ESGE and FNDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESGE is a passively managed fund by iShares that tracks the performance of the MSCI EM Extended ESG Focus Index. It was launched on Jun 28, 2016. 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. Both ESGE and FNDE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESGE or FNDE.
Correlation
The correlation between ESGE and FNDE is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ESGE vs. FNDE - Performance Comparison
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Key characteristics
ESGE:
0.58
FNDE:
0.45
ESGE:
1.00
FNDE:
0.91
ESGE:
1.13
FNDE:
1.12
ESGE:
0.43
FNDE:
0.60
ESGE:
2.06
FNDE:
1.61
ESGE:
5.76%
FNDE:
6.92%
ESGE:
19.46%
FNDE:
20.30%
ESGE:
-41.07%
FNDE:
-43.55%
ESGE:
-12.50%
FNDE:
-2.09%
Returns By Period
In the year-to-date period, ESGE achieves a 11.77% return, which is significantly higher than FNDE's 10.12% return.
ESGE
11.77%
11.47%
9.63%
11.20%
6.75%
6.84%
N/A
FNDE
10.12%
10.01%
7.54%
9.12%
11.05%
12.25%
5.79%
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ESGE vs. FNDE - Expense Ratio Comparison
ESGE has a 0.25% expense ratio, which is lower than FNDE's 0.39% expense ratio.
Risk-Adjusted Performance
ESGE vs. FNDE — Risk-Adjusted Performance Rank
ESGE
FNDE
ESGE vs. FNDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI EM ETF (ESGE) 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.
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Dividends
ESGE vs. FNDE - Dividend Comparison
ESGE's dividend yield for the trailing twelve months is around 2.15%, less than FNDE's 4.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESGE iShares ESG Aware MSCI EM ETF | 2.15% | 2.40% | 2.65% | 2.68% | 2.66% | 1.31% | 2.59% | 2.18% | 1.86% | 0.27% | 0.00% | 0.00% |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 4.38% | 4.82% | 4.74% | 5.59% | 4.31% | 2.49% | 3.47% | 3.05% | 2.05% | 1.65% | 2.02% | 1.36% |
Drawdowns
ESGE vs. FNDE - Drawdown Comparison
The maximum ESGE drawdown since its inception was -41.07%, smaller than the maximum FNDE drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for ESGE and FNDE. For additional features, visit the drawdowns tool.
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Volatility
ESGE vs. FNDE - Volatility Comparison
iShares ESG Aware MSCI EM ETF (ESGE) has a higher volatility of 4.32% compared to Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) at 3.81%. This indicates that ESGE's price experiences larger fluctuations and is considered to be riskier than FNDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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