SCHE vs. FNDE
Compare and contrast key facts about Schwab Emerging Markets Equity ETF (SCHE) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE).
SCHE and FNDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. FNDE is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental Emerging Markets Large Company Index. It was launched on Aug 15, 2013. Both SCHE and FNDE 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: SCHE or FNDE.
Correlation
The correlation between SCHE and FNDE is 0.65, 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
SCHE vs. FNDE - Performance Comparison
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Key characteristics
SCHE:
0.69
FNDE:
0.59
SCHE:
1.20
FNDE:
1.03
SCHE:
1.16
FNDE:
1.14
SCHE:
0.71
FNDE:
0.70
SCHE:
2.41
FNDE:
1.86
SCHE:
5.96%
FNDE:
6.92%
SCHE:
18.84%
FNDE:
20.31%
SCHE:
-36.16%
FNDE:
-43.55%
SCHE:
-4.44%
FNDE:
-2.06%
Returns By Period
The year-to-date returns for both investments are quite close, with SCHE having a 9.80% return and FNDE slightly higher at 10.15%. Over the past 10 years, SCHE has underperformed FNDE with an annualized return of 3.88%, while FNDE has yielded a comparatively higher 5.60% annualized return.
SCHE
9.80%
10.01%
8.62%
12.92%
9.17%
3.88%
FNDE
10.15%
9.48%
8.24%
11.97%
13.30%
5.60%
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SCHE vs. FNDE - Expense Ratio Comparison
SCHE has a 0.11% expense ratio, which is lower than FNDE's 0.39% expense ratio.
Risk-Adjusted Performance
SCHE vs. FNDE — Risk-Adjusted Performance Rank
SCHE
FNDE
SCHE vs. FNDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Emerging Markets Equity ETF (SCHE) and Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE). 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.
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Dividends
SCHE vs. FNDE - Dividend Comparison
SCHE's dividend yield for the trailing twelve months is around 2.76%, less than FNDE's 4.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHE Schwab Emerging Markets Equity ETF | 2.76% | 3.03% | 3.83% | 2.87% | 2.86% | 2.09% | 3.27% | 2.69% | 2.31% | 2.26% | 2.50% | 2.86% |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 4.38% | 4.82% | 4.74% | 5.59% | 4.31% | 2.49% | 3.47% | 3.05% | 2.05% | 1.65% | 2.02% | 1.36% |
Drawdowns
SCHE vs. FNDE - Drawdown Comparison
The maximum SCHE drawdown since its inception was -36.16%, smaller than the maximum FNDE drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for SCHE and FNDE. For additional features, visit the drawdowns tool.
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Volatility
SCHE vs. FNDE - Volatility Comparison
Schwab Emerging Markets Equity ETF (SCHE) has a higher volatility of 4.53% compared to Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) at 4.00%. This indicates that SCHE's price experiences larger fluctuations and is considered to be riskier than FNDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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