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SCHA vs. EMLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHA vs. EMLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. Small-Cap ETF (SCHA) and VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHA achieves a 17.78% return, which is significantly higher than EMLC's -0.23% return. Over the past 10 years, SCHA has outperformed EMLC with an annualized return of 10.95%, while EMLC has yielded a comparatively lower 1.99% annualized return.


SCHA

1D
0.93%
1M
0.12%
YTD
17.78%
6M
16.92%
1Y
36.31%
3Y*
17.52%
5Y*
6.45%
10Y*
10.95%

EMLC

1D
-0.16%
1M
-1.80%
YTD
-0.23%
6M
1.29%
1Y
7.90%
3Y*
6.04%
5Y*
0.97%
10Y*
1.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHA vs. EMLC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHA
Schwab U.S. Small-Cap ETF
17.78%11.60%11.16%18.46%-19.81%16.45%19.34%26.50%-11.79%14.94%
EMLC
VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
-0.23%18.81%-2.97%11.18%-10.58%-9.72%3.08%9.79%-7.57%13.84%

Correlation

The correlation between SCHA and EMLC is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.44

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.41

Correlation (All Time)
Calculated using the full available price history since Jul 26, 2010

0.43

The correlation between SCHA and EMLC shifts across timeframes, from 0.41 (10 years) to 0.52 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SCHA vs. EMLC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHA
SCHA Risk / Return Rank: 7171
Overall Rank
SCHA Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
SCHA Sortino Ratio Rank: 6868
Sortino Ratio Rank
SCHA Omega Ratio Rank: 6161
Omega Ratio Rank
SCHA Calmar Ratio Rank: 8181
Calmar Ratio Rank
SCHA Martin Ratio Rank: 7979
Martin Ratio Rank

EMLC
EMLC Risk / Return Rank: 3333
Overall Rank
EMLC Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
EMLC Sortino Ratio Rank: 3333
Sortino Ratio Rank
EMLC Omega Ratio Rank: 3737
Omega Ratio Rank
EMLC Calmar Ratio Rank: 2828
Calmar Ratio Rank
EMLC Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHA vs. EMLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Small-Cap ETF (SCHA) and VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC). 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.


SCHAEMLCDifference
Sharpe ratioReturn per unit of total volatility

+0.86

Sortino ratioReturn per unit of downside risk

+1.19

Omega ratioGain probability vs. loss probability

1.34

1.22

+0.12

Calmar ratioReturn relative to maximum drawdown

3.84

1.28

+2.56

Martin ratioReturn relative to average drawdown

14.05

4.34

+9.71

SCHA vs. EMLC - Sharpe Ratio Comparison

The current SCHA Sharpe Ratio is 2.00, which is higher than the EMLC Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of SCHA and EMLC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SCHAEMLCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.00

1.14

+0.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

0.11

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.20

+0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.10

+0.47

Drawdowns

SCHA vs. EMLC - Drawdown Comparison

The maximum SCHA drawdown since its inception was -42.41%, which is greater than EMLC's maximum drawdown of -32.43%. Use the drawdown chart below to compare losses from any high point for SCHA and EMLC.


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Drawdown Indicators


SCHAEMLCDifference

Max Drawdown

Largest peak-to-trough decline

-42.41%

-32.43%

-9.98%

Max Drawdown (1Y)

Largest decline over 1 year

-9.50%

-6.19%

-3.31%

Max Drawdown (3Y)

Largest decline over 3 years

-27.29%

-9.15%

-18.14%

Max Drawdown (5Y)

Largest decline over 5 years

-30.79%

-25.26%

-5.53%

Max Drawdown (10Y)

Largest decline over 10 years

-42.41%

-26.47%

-15.94%

Current Drawdown

Current decline from peak

-2.50%

-5.38%

+2.88%

Average Drawdown

Average peak-to-trough decline

-7.58%

-14.36%

+6.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

1.82%

+0.77%

Volatility

SCHA vs. EMLC - Volatility Comparison

Schwab U.S. Small-Cap ETF (SCHA) has a higher volatility of 5.79% compared to VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC) at 2.20%. This indicates that SCHA's price experiences larger fluctuations and is considered to be riskier than EMLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHAEMLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.79%

2.20%

+3.59%

Volatility (6M)

Calculated over the trailing 6-month period

13.28%

6.08%

+7.20%

Volatility (1Y)

Calculated over the trailing 1-year period

18.31%

7.00%

+11.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.98%

9.13%

+12.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.74%

10.05%

+12.69%

SCHA vs. EMLC - Expense Ratio Comparison

SCHA has a 0.04% expense ratio, which is lower than EMLC's 0.30% expense ratio.


Dividends

SCHA vs. EMLC - Dividend Comparison

SCHA's dividend yield for the trailing twelve months is around 1.02%, less than EMLC's 6.26% yield.


PositionTTM20252024202320222021202020192018201720162015
EMLC
VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
6.26%5.91%6.55%5.97%5.54%5.25%4.90%6.25%6.50%5.34%5.32%6.25%
SCHA
Schwab U.S. Small-Cap ETF
1.02%1.26%1.51%1.42%1.37%1.19%1.05%1.39%1.58%1.24%1.50%1.48%

Frequently Asked Questions


SCHA and EMLC have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCHA has higher volatility (5.79%) compared to EMLC (2.20%). In terms of maximum drawdown, SCHA dropped -42.41% vs EMLC's -32.43%.

On 10-year performance, SCHA leads with 10.95% vs 1.99% for EMLC. On fees, SCHA is cheaper at 0.04% per year. On volatility, EMLC has been the lower-risk option at 2.20%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SCHA has performed better with a 10.95% return vs 1.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHA is cheaper with a 0.04% expense ratio, compared with 0.30% for EMLC.

EMLC has the higher dividend yield at 6.26%, compared with 1.02% for SCHA.

SCHA is categorized as Small Cap Blend Equities, while EMLC is Emerging Markets Bonds. SCHA tracks Dow Jones U.S. Small-Cap Total Stock Market Index, while EMLC tracks J.P. Morgan Government Bond Index Emerging Markets Global Core Index. They also come from different issuers: Charles Schwab and VanEck. Their fees differ too: 0.04% for SCHA and 0.30% for EMLC.

SCHA currently has the higher Sharpe Ratio (2.00 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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