EWX vs. FNDE
Compare and contrast key facts about SPDR S&P Emerging Markets Small Cap ETF (EWX) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE).
EWX and FNDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWX is a passively managed fund by State Street that tracks the performance of the S&P Emerging Markets Under USD2 Billion Index. It was launched on May 12, 2008. 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 EWX 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: EWX or FNDE.
Correlation
The correlation between EWX and FNDE is 0.66, 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
EWX vs. FNDE - Performance Comparison
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Key characteristics
EWX:
0.32
FNDE:
0.59
EWX:
0.60
FNDE:
1.03
EWX:
1.08
FNDE:
1.14
EWX:
0.31
FNDE:
0.70
EWX:
0.92
FNDE:
1.86
EWX:
7.09%
FNDE:
6.92%
EWX:
18.18%
FNDE:
20.31%
EWX:
-63.90%
FNDE:
-43.55%
EWX:
-6.37%
FNDE:
-2.06%
Returns By Period
In the year-to-date period, EWX achieves a 1.36% return, which is significantly lower than FNDE's 10.15% return. Over the past 10 years, EWX has underperformed FNDE with an annualized return of 4.92%, while FNDE has yielded a comparatively higher 5.60% annualized return.
EWX
1.36%
9.39%
0.40%
5.85%
13.32%
4.92%
FNDE
10.15%
9.48%
8.24%
11.97%
13.30%
5.60%
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EWX vs. FNDE - Expense Ratio Comparison
EWX has a 0.65% expense ratio, which is higher than FNDE's 0.39% expense ratio.
Risk-Adjusted Performance
EWX vs. FNDE — Risk-Adjusted Performance Rank
EWX
FNDE
EWX vs. FNDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Emerging Markets Small Cap ETF (EWX) 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
EWX vs. FNDE - Dividend Comparison
EWX's dividend yield for the trailing twelve months is around 2.87%, less than FNDE's 4.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWX SPDR S&P Emerging Markets Small Cap ETF | 2.87% | 2.90% | 2.32% | 3.00% | 2.77% | 2.24% | 2.73% | 3.26% | 2.30% | 2.46% | 3.04% | 2.74% |
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
EWX vs. FNDE - Drawdown Comparison
The maximum EWX drawdown since its inception was -63.90%, which is greater than FNDE's maximum drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for EWX and FNDE. For additional features, visit the drawdowns tool.
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Volatility
EWX vs. FNDE - Volatility Comparison
SPDR S&P Emerging Markets Small Cap ETF (EWX) has a higher volatility of 4.69% compared to Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) at 4.00%. This indicates that EWX'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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