FNDE vs. ESGE
Compare and contrast key facts about Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) and iShares ESG Aware MSCI EM ETF (ESGE).
FNDE and ESGE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both FNDE and ESGE 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: FNDE or ESGE.
Correlation
The correlation between FNDE and ESGE 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
FNDE vs. ESGE - Performance Comparison
Key characteristics
FNDE:
0.66
ESGE:
0.63
FNDE:
1.06
ESGE:
1.02
FNDE:
1.14
ESGE:
1.13
FNDE:
0.73
ESGE:
0.44
FNDE:
1.98
ESGE:
2.12
FNDE:
6.79%
ESGE:
5.70%
FNDE:
20.31%
ESGE:
19.33%
FNDE:
-43.55%
ESGE:
-41.07%
FNDE:
-8.15%
ESGE:
-18.46%
Returns By Period
In the year-to-date period, FNDE achieves a 3.30% return, which is significantly lower than ESGE's 4.16% return.
FNDE
3.30%
-3.66%
-1.97%
12.24%
12.00%
4.72%
ESGE
4.16%
-1.81%
-1.42%
11.80%
6.41%
N/A
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FNDE vs. ESGE - Expense Ratio Comparison
FNDE has a 0.39% expense ratio, which is higher than ESGE's 0.25% expense ratio.
Risk-Adjusted Performance
FNDE vs. ESGE — Risk-Adjusted Performance Rank
FNDE
ESGE
FNDE vs. ESGE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) and iShares ESG Aware MSCI EM ETF (ESGE). 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
FNDE vs. ESGE - Dividend Comparison
FNDE's dividend yield for the trailing twelve months is around 4.67%, more than ESGE's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 4.67% | 4.82% | 4.74% | 5.59% | 4.31% | 2.49% | 3.47% | 3.05% | 2.05% | 1.65% | 2.02% | 1.36% |
ESGE iShares ESG Aware MSCI EM ETF | 2.31% | 2.40% | 2.65% | 2.68% | 2.66% | 1.31% | 2.59% | 2.18% | 1.86% | 0.27% | 0.00% | 0.00% |
Drawdowns
FNDE vs. ESGE - Drawdown Comparison
The maximum FNDE drawdown since its inception was -43.55%, which is greater than ESGE's maximum drawdown of -41.07%. Use the drawdown chart below to compare losses from any high point for FNDE and ESGE. For additional features, visit the drawdowns tool.
Volatility
FNDE vs. ESGE - Volatility Comparison
Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) and iShares ESG Aware MSCI EM ETF (ESGE) have volatilities of 11.37% and 11.36%, 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.