PXH vs. SCHC
Compare and contrast key facts about Invesco FTSE RAFI Emerging Markets ETF (PXH) and Schwab International Small-Cap Equity ETF (SCHC).
PXH and SCHC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PXH is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI Emerging Markets Index. It was launched on Sep 27, 2007. SCHC is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). It was launched on Jan 14, 2010. Both PXH and SCHC 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: PXH or SCHC.
Correlation
The correlation between PXH and SCHC 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
PXH vs. SCHC - Performance Comparison
Key characteristics
PXH:
1.30
SCHC:
1.00
PXH:
1.91
SCHC:
1.44
PXH:
1.24
SCHC:
1.18
PXH:
1.63
SCHC:
0.78
PXH:
3.79
SCHC:
3.19
PXH:
5.96%
SCHC:
4.32%
PXH:
17.43%
SCHC:
13.69%
PXH:
-63.63%
SCHC:
-43.94%
PXH:
-4.58%
SCHC:
-7.73%
Returns By Period
In the year-to-date period, PXH achieves a 7.03% return, which is significantly higher than SCHC's 6.20% return. Over the past 10 years, PXH has outperformed SCHC with an annualized return of 5.11%, while SCHC has yielded a comparatively lower 4.61% annualized return.
PXH
7.03%
8.14%
8.98%
19.91%
5.25%
5.11%
SCHC
6.20%
6.64%
2.48%
10.81%
4.03%
4.61%
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PXH vs. SCHC - Expense Ratio Comparison
PXH has a 0.50% expense ratio, which is higher than SCHC's 0.11% expense ratio.
Risk-Adjusted Performance
PXH vs. SCHC — Risk-Adjusted Performance Rank
PXH
SCHC
PXH vs. SCHC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI Emerging Markets ETF (PXH) and Schwab International Small-Cap Equity ETF (SCHC). 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
PXH vs. SCHC - Dividend Comparison
PXH's dividend yield for the trailing twelve months is around 4.14%, more than SCHC's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXH Invesco FTSE RAFI Emerging Markets ETF | 4.14% | 4.43% | 4.84% | 5.33% | 4.69% | 2.79% | 3.28% | 3.30% | 2.74% | 1.98% | 3.44% | 3.19% |
SCHC Schwab International Small-Cap Equity ETF | 3.51% | 3.73% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.72% | 2.01% | 2.34% | 2.59% |
Drawdowns
PXH vs. SCHC - Drawdown Comparison
The maximum PXH drawdown since its inception was -63.63%, which is greater than SCHC's maximum drawdown of -43.94%. Use the drawdown chart below to compare losses from any high point for PXH and SCHC. For additional features, visit the drawdowns tool.
Volatility
PXH vs. SCHC - Volatility Comparison
Invesco FTSE RAFI Emerging Markets ETF (PXH) and Schwab International Small-Cap Equity ETF (SCHC) have volatilities of 3.50% and 3.66%, 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.