IEMG vs. SCHE
Compare and contrast key facts about iShares Core MSCI Emerging Markets ETF (IEMG) and Schwab Emerging Markets Equity ETF (SCHE).
IEMG and SCHE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IEMG is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Investable Market Index. It was launched on Oct 18, 2012. 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 IEMG 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: IEMG or SCHE.
Correlation
The correlation between IEMG and SCHE is 0.68, 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
IEMG vs. SCHE - Performance Comparison
Loading data...
Key characteristics
IEMG:
0.41
SCHE:
0.59
IEMG:
0.73
SCHE:
0.99
IEMG:
1.09
SCHE:
1.13
IEMG:
0.34
SCHE:
0.56
IEMG:
1.33
SCHE:
1.92
IEMG:
5.88%
SCHE:
5.96%
IEMG:
18.71%
SCHE:
18.69%
IEMG:
-38.71%
SCHE:
-36.16%
IEMG:
-10.31%
SCHE:
-7.55%
Returns By Period
The year-to-date returns for both stocks are quite close, with IEMG having a 6.34% return and SCHE slightly lower at 6.23%. Over the past 10 years, IEMG has underperformed SCHE with an annualized return of 3.53%, while SCHE has yielded a comparatively higher 3.72% annualized return.
IEMG
6.34%
10.73%
1.62%
7.45%
7.84%
3.53%
SCHE
6.23%
10.59%
2.03%
10.66%
8.10%
3.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IEMG vs. SCHE - Expense Ratio Comparison
IEMG has a 0.14% expense ratio, which is higher than SCHE's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IEMG vs. SCHE — Risk-Adjusted Performance Rank
IEMG
SCHE
IEMG vs. SCHE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Emerging Markets ETF (IEMG) 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
IEMG vs. SCHE - Dividend Comparison
IEMG's dividend yield for the trailing twelve months is around 3.01%, more than SCHE's 2.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEMG iShares Core MSCI Emerging Markets ETF | 3.01% | 3.20% | 2.89% | 2.70% | 3.06% | 1.87% | 3.15% | 2.76% | 2.34% | 2.28% | 2.52% | 2.30% |
SCHE Schwab Emerging Markets Equity ETF | 2.86% | 3.03% | 3.83% | 2.87% | 2.86% | 2.09% | 3.27% | 2.69% | 2.31% | 2.26% | 2.50% | 2.86% |
Drawdowns
IEMG vs. SCHE - Drawdown Comparison
The maximum IEMG drawdown since its inception was -38.71%, which is greater than SCHE's maximum drawdown of -36.16%. Use the drawdown chart below to compare losses from any high point for IEMG and SCHE. For additional features, visit the drawdowns tool.
Loading data...
Volatility
IEMG vs. SCHE - Volatility Comparison
iShares Core MSCI Emerging Markets ETF (IEMG) and Schwab Emerging Markets Equity ETF (SCHE) have volatilities of 5.37% and 5.22%, 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.
Loading data...