PXF vs. SCHE
Compare and contrast key facts about Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) and Schwab Emerging Markets Equity ETF (SCHE).
PXF and SCHE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PXF is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI Developed Markets ex-U.S. Index. It was launched on Jun 25, 2007. 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 PXF 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: PXF or SCHE.
Correlation
The correlation between PXF and SCHE is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PXF vs. SCHE - Performance Comparison
Key characteristics
PXF:
1.20
SCHE:
1.22
PXF:
1.66
SCHE:
1.78
PXF:
1.21
SCHE:
1.22
PXF:
1.66
SCHE:
0.83
PXF:
3.87
SCHE:
3.68
PXF:
4.00%
SCHE:
4.91%
PXF:
12.90%
SCHE:
14.89%
PXF:
-64.74%
SCHE:
-36.16%
PXF:
-0.63%
SCHE:
-8.30%
Returns By Period
In the year-to-date period, PXF achieves a 8.48% return, which is significantly higher than SCHE's 5.37% return. Over the past 10 years, PXF has outperformed SCHE with an annualized return of 5.62%, while SCHE has yielded a comparatively lower 4.07% annualized return.
PXF
8.48%
6.81%
4.17%
14.09%
8.27%
5.62%
SCHE
5.37%
5.49%
6.04%
16.96%
4.08%
4.07%
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PXF vs. SCHE - Expense Ratio Comparison
PXF has a 0.45% expense ratio, which is higher than SCHE's 0.11% expense ratio.
Risk-Adjusted Performance
PXF vs. SCHE — Risk-Adjusted Performance Rank
PXF
SCHE
PXF vs. SCHE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) 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
PXF vs. SCHE - Dividend Comparison
PXF's dividend yield for the trailing twelve months is around 3.21%, more than SCHE's 2.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 3.21% | 3.48% | 3.55% | 3.58% | 3.73% | 2.11% | 3.50% | 3.38% | 2.78% | 3.21% | 3.10% | 4.01% |
SCHE Schwab Emerging Markets Equity ETF | 2.88% | 3.03% | 3.83% | 2.87% | 2.86% | 2.09% | 3.27% | 2.69% | 2.31% | 2.26% | 2.50% | 2.86% |
Drawdowns
PXF vs. SCHE - Drawdown Comparison
The maximum PXF drawdown since its inception was -64.74%, which is greater than SCHE's maximum drawdown of -36.16%. Use the drawdown chart below to compare losses from any high point for PXF and SCHE. For additional features, visit the drawdowns tool.
Volatility
PXF vs. SCHE - Volatility Comparison
The current volatility for Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) is 3.68%, while Schwab Emerging Markets Equity ETF (SCHE) has a volatility of 3.97%. This indicates that PXF 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.