FNDE vs. SCHE
Compare and contrast key facts about Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) and Schwab Emerging Markets Equity ETF (SCHE).
FNDE and SCHE 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. SCHE is a passively managed fund by Charles Schwab that tracks the performance of the FTSE All-World Emerging. It was launched on Jan 14, 2010. Both FNDE and SCHE 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 SCHE.
Correlation
The correlation between FNDE and SCHE is 0.65, 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. SCHE - Performance Comparison
Loading data...
Key characteristics
FNDE:
0.54
SCHE:
0.63
FNDE:
0.96
SCHE:
1.13
FNDE:
1.13
SCHE:
1.15
FNDE:
0.64
SCHE:
0.66
FNDE:
1.70
SCHE:
2.23
FNDE:
6.92%
SCHE:
5.96%
FNDE:
20.31%
SCHE:
18.83%
FNDE:
-43.55%
SCHE:
-36.16%
FNDE:
-2.27%
SCHE:
-4.58%
Returns By Period
The year-to-date returns for both stocks are quite close, with FNDE having a 9.91% return and SCHE slightly lower at 9.65%. Over the past 10 years, FNDE has outperformed SCHE with an annualized return of 5.72%, while SCHE has yielded a comparatively lower 3.95% annualized return.
FNDE
9.91%
9.54%
8.92%
10.91%
13.24%
5.72%
SCHE
9.65%
9.77%
9.06%
11.76%
9.13%
3.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FNDE vs. SCHE - Expense Ratio Comparison
FNDE has a 0.39% expense ratio, which is higher than SCHE's 0.11% expense ratio.
Risk-Adjusted Performance
FNDE vs. SCHE — Risk-Adjusted Performance Rank
FNDE
SCHE
FNDE vs. SCHE - 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 Schwab Emerging Markets Equity ETF (SCHE). 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.
Loading data...
Dividends
FNDE vs. SCHE - Dividend Comparison
FNDE's dividend yield for the trailing twelve months is around 4.39%, more than SCHE's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 4.39% | 4.82% | 4.74% | 5.59% | 4.32% | 2.50% | 3.47% | 3.04% | 2.05% | 1.65% | 2.02% | 1.36% |
SCHE Schwab Emerging Markets Equity ETF | 2.77% | 3.03% | 3.83% | 2.87% | 2.86% | 2.09% | 3.27% | 2.69% | 2.31% | 2.26% | 2.50% | 2.86% |
Drawdowns
FNDE vs. SCHE - Drawdown Comparison
The maximum FNDE drawdown since its inception was -43.55%, which is greater than SCHE's maximum drawdown of -36.16%. Use the drawdown chart below to compare losses from any high point for FNDE and SCHE. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FNDE vs. SCHE - Volatility Comparison
The current volatility for Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) is 3.99%, while Schwab Emerging Markets Equity ETF (SCHE) has a volatility of 4.55%. This indicates that FNDE experiences smaller price fluctuations and is considered to be less risky than SCHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...