FNDE vs. VOO
Compare and contrast key facts about Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) and Vanguard S&P 500 ETF (VOO).
FNDE and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both FNDE and VOO 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 VOO.
Key characteristics
| FNDE | VOO | |
|---|---|---|
| YTD Return | 2.62% | 6.68% |
| 1Y Return | 13.29% | 26.39% |
| 3Y Return (Ann) | 0.80% | 8.30% |
| 5Y Return (Ann) | 3.81% | 13.39% |
| 10Y Return (Ann) | 3.95% | 12.59% |
| Sharpe Ratio | 0.82 | 2.06 |
| Daily Std Dev | 14.31% | 11.84% |
| Max Drawdown | -43.55% | -33.99% |
| Current Drawdown | -7.01% | -3.50% |
Correlation
The correlation between FNDE and VOO 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
FNDE vs. VOO - Performance Comparison
In the year-to-date period, FNDE achieves a 2.62% return, which is significantly lower than VOO's 6.68% return. Over the past 10 years, FNDE has underperformed VOO with an annualized return of 3.95%, while VOO has yielded a comparatively higher 12.59% annualized return. 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. VOO - Expense Ratio Comparison
FNDE has a 0.39% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FNDE vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FNDE's dividend yield for the trailing twelve months is around 4.61%, more than VOO's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 4.61% | 4.74% | 5.59% | 4.32% | 2.50% | 3.47% | 3.04% | 2.05% | 1.65% | 2.02% | 1.36% | 0.51% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FNDE vs. VOO - Drawdown Comparison
The maximum FNDE drawdown since its inception was -43.55%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FNDE and VOO. For additional features, visit the drawdowns tool.
Volatility
FNDE vs. VOO - Volatility Comparison
Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.62% and 3.55%, 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.