SCHE vs. EMF
Compare and contrast key facts about Schwab Emerging Markets Equity ETF (SCHE) and Templeton Emerging Markets Fund (EMF).
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. EMF is an actively managed fund by Franklin Templeton. It was launched on Feb 27, 1987.
Performance
SCHE vs. EMF - Performance Comparison
Loading graphics...
SCHE vs. EMF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHE Schwab Emerging Markets Equity ETF | 0.89% | 26.54% | 10.60% | 8.93% | -17.84% | -0.65% | 14.49% | 20.31% | -13.57% | 32.70% |
EMF Templeton Emerging Markets Fund | 6.77% | 58.20% | 6.56% | 8.84% | -21.53% | -8.23% | 24.48% | 27.20% | -14.78% | 53.55% |
Returns By Period
In the year-to-date period, SCHE achieves a 0.89% return, which is significantly lower than EMF's 6.77% return. Over the past 10 years, SCHE has underperformed EMF with an annualized return of 7.71%, while EMF has yielded a comparatively higher 12.80% annualized return.
SCHE
- 1D
- 0.27%
- 1M
- -5.17%
- YTD
- 0.89%
- 6M
- 1.12%
- 1Y
- 22.64%
- 3Y*
- 14.08%
- 5Y*
- 3.73%
- 10Y*
- 7.71%
EMF
- 1D
- 2.69%
- 1M
- -10.43%
- YTD
- 6.77%
- 6M
- 15.15%
- 1Y
- 53.85%
- 3Y*
- 24.12%
- 5Y*
- 6.42%
- 10Y*
- 12.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCHE vs. EMF - Expense Ratio Comparison
SCHE has a 0.11% expense ratio, which is lower than EMF's 1.43% expense ratio.
Return for Risk
SCHE vs. EMF — Risk / Return Rank
SCHE
EMF
SCHE vs. EMF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Emerging Markets Equity ETF (SCHE) and Templeton Emerging Markets Fund (EMF). 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.
| SCHE | EMF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 2.43 | -1.18 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.92 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.46 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.80 | -0.88 |
Martin ratioReturn relative to average drawdown | 7.21 | 11.49 | -4.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCHE | EMF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 2.43 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.32 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.63 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.20 | +0.02 |
Correlation
The correlation between SCHE and EMF is 0.85, 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.
Dividends
SCHE vs. EMF - Dividend Comparison
SCHE's dividend yield for the trailing twelve months is around 2.85%, less than EMF's 9.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHE Schwab Emerging Markets Equity ETF | 2.85% | 2.88% | 3.03% | 3.83% | 2.88% | 2.86% | 2.09% | 3.27% | 2.64% | 2.31% | 2.27% | 2.50% |
EMF Templeton Emerging Markets Fund | 9.22% | 9.73% | 4.28% | 6.22% | 9.89% | 6.92% | 3.51% | 7.36% | 5.92% | 12.11% | 1.62% | 12.81% |
Drawdowns
SCHE vs. EMF - Drawdown Comparison
The maximum SCHE drawdown since its inception was -36.20%, smaller than the maximum EMF drawdown of -76.97%. Use the drawdown chart below to compare losses from any high point for SCHE and EMF.
Loading graphics...
Drawdown Indicators
| SCHE | EMF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.20% | -76.97% | +40.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -19.48% | +7.34% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -45.87% | +12.10% |
Max Drawdown (10Y)Largest decline over 10 years | -36.20% | -47.65% | +11.45% |
Current DrawdownCurrent decline from peak | -8.15% | -13.45% | +5.30% |
Average DrawdownAverage peak-to-trough decline | -12.71% | -29.12% | +16.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 4.74% | -1.51% |
Volatility
SCHE vs. EMF - Volatility Comparison
The current volatility for Schwab Emerging Markets Equity ETF (SCHE) is 7.69%, while Templeton Emerging Markets Fund (EMF) has a volatility of 11.00%. This indicates that SCHE experiences smaller price fluctuations and is considered to be less risky than EMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCHE | EMF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.69% | 11.00% | -3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 17.42% | -4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 22.24% | -4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.51% | 19.88% | -2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.42% | 20.30% | -0.88% |