FNDE vs. SCHH
Compare and contrast key facts about Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) and Schwab US REIT ETF (SCHH).
FNDE and SCHH 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. SCHH is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Select REIT Index. It was launched on Jan 13, 2011. Both FNDE and SCHH 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 SCHH.
Key characteristics
| FNDE | SCHH | |
|---|---|---|
| YTD Return | 3.17% | -7.96% |
| 1Y Return | 13.38% | 2.75% |
| 3Y Return (Ann) | 0.85% | -2.15% |
| 5Y Return (Ann) | 3.92% | -0.41% |
| 10Y Return (Ann) | 3.87% | 3.87% |
| Sharpe Ratio | 0.98 | 0.10 |
| Daily Std Dev | 14.24% | 18.68% |
| Max Drawdown | -43.55% | -44.22% |
| Current Drawdown | -6.51% | -23.24% |
Correlation
The correlation between FNDE and SCHH is 0.41, 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. SCHH - Performance Comparison
In the year-to-date period, FNDE achieves a 3.17% return, which is significantly higher than SCHH's -7.96% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: FNDE at 3.87% and SCHH at 3.87%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FNDE vs. SCHH - Expense Ratio Comparison
FNDE has a 0.39% expense ratio, which is higher than SCHH's 0.07% expense ratio.
Risk-Adjusted Performance
FNDE vs. SCHH - 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 US REIT ETF (SCHH). 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. SCHH - Dividend Comparison
FNDE's dividend yield for the trailing twelve months is around 4.59%, more than SCHH's 3.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 4.59% | 4.74% | 5.59% | 4.32% | 2.50% | 3.47% | 3.04% | 2.05% | 1.65% | 2.02% | 1.36% | 0.51% |
SCHH Schwab US REIT ETF | 3.48% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
Drawdowns
FNDE vs. SCHH - Drawdown Comparison
The maximum FNDE drawdown since its inception was -43.55%, roughly equal to the maximum SCHH drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for FNDE and SCHH. For additional features, visit the drawdowns tool.
Volatility
FNDE vs. SCHH - Volatility Comparison
The current volatility for Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) is 3.63%, while Schwab US REIT ETF (SCHH) has a volatility of 6.47%. This indicates that FNDE experiences smaller price fluctuations and is considered to be less risky than SCHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.