GEM vs. SCHE
Compare and contrast key facts about Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) and Schwab Emerging Markets Equity ETF (SCHE).
GEM and SCHE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GEM is a passively managed fund by Goldman Sachs that tracks the performance of the Goldman Sachs ActiveBeta Emerging Markets Equity Index. It was launched on Sep 29, 2015. 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 GEM 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: GEM or SCHE.
Correlation
The correlation between GEM and SCHE is 0.67, 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
GEM vs. SCHE - Performance Comparison
Key characteristics
GEM:
0.51
SCHE:
0.67
GEM:
0.85
SCHE:
1.07
GEM:
1.11
SCHE:
1.14
GEM:
0.44
SCHE:
0.62
GEM:
1.66
SCHE:
2.13
GEM:
5.75%
SCHE:
5.88%
GEM:
18.74%
SCHE:
18.74%
GEM:
-37.02%
SCHE:
-36.16%
GEM:
-12.13%
SCHE:
-10.33%
Returns By Period
In the year-to-date period, GEM achieves a 3.51% return, which is significantly higher than SCHE's 3.04% return.
GEM
3.51%
-2.39%
-1.38%
7.84%
6.13%
N/A
SCHE
3.04%
-2.38%
-1.66%
10.48%
7.70%
3.17%
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GEM vs. SCHE - Expense Ratio Comparison
GEM has a 0.45% expense ratio, which is higher than SCHE's 0.11% expense ratio.
Risk-Adjusted Performance
GEM vs. SCHE — Risk-Adjusted Performance Rank
GEM
SCHE
GEM vs. SCHE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) 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.
Dividends
GEM vs. SCHE - Dividend Comparison
GEM's dividend yield for the trailing twelve months is around 2.49%, less than SCHE's 2.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF | 2.49% | 2.58% | 2.97% | 2.96% | 3.00% | 1.47% | 3.13% | 2.08% | 1.81% | 1.98% | 0.25% | 0.00% |
SCHE Schwab Emerging Markets Equity ETF | 2.94% | 3.03% | 3.83% | 2.87% | 2.86% | 2.09% | 3.27% | 2.69% | 2.31% | 2.26% | 2.50% | 2.86% |
Drawdowns
GEM vs. SCHE - Drawdown Comparison
The maximum GEM drawdown since its inception was -37.02%, roughly equal to the maximum SCHE drawdown of -36.16%. Use the drawdown chart below to compare losses from any high point for GEM and SCHE. For additional features, visit the drawdowns tool.
Volatility
GEM vs. SCHE - Volatility Comparison
Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) and Schwab Emerging Markets Equity ETF (SCHE) have volatilities of 11.08% and 11.15%, 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.