SFENX vs. RNEM
Compare and contrast key facts about Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) and First Trust Emerging Markets Equity Select ETF (RNEM).
SFENX is managed by Charles Schwab. It was launched on Jan 30, 2008. RNEM is a passively managed fund by First Trust that tracks the performance of the Nasdaq Riskalyze Emerging Markets Equity Select Index. It was launched on Jun 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFENX or RNEM.
Correlation
The correlation between SFENX and RNEM is 0.48, 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
SFENX vs. RNEM - Performance Comparison
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Key characteristics
SFENX:
0.66
RNEM:
0.46
SFENX:
1.05
RNEM:
0.92
SFENX:
1.14
RNEM:
1.12
SFENX:
0.73
RNEM:
0.67
SFENX:
1.93
RNEM:
1.55
SFENX:
6.24%
RNEM:
5.63%
SFENX:
17.85%
RNEM:
16.31%
SFENX:
-60.58%
RNEM:
-38.37%
SFENX:
-1.13%
RNEM:
0.00%
Returns By Period
In the year-to-date period, SFENX achieves a 9.86% return, which is significantly lower than RNEM's 12.17% return.
SFENX
9.86%
9.50%
9.04%
11.71%
13.00%
5.61%
RNEM
12.17%
9.43%
10.91%
7.38%
11.33%
N/A
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SFENX vs. RNEM - Expense Ratio Comparison
SFENX has a 0.39% expense ratio, which is lower than RNEM's 0.75% expense ratio.
Risk-Adjusted Performance
SFENX vs. RNEM — Risk-Adjusted Performance Rank
SFENX
RNEM
SFENX vs. RNEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) and First Trust Emerging Markets Equity Select ETF (RNEM). 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
SFENX vs. RNEM - Dividend Comparison
SFENX's dividend yield for the trailing twelve months is around 4.26%, more than RNEM's 3.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFENX Schwab Fundamental Emerging Markets Large Company Index Fund | 4.26% | 4.68% | 5.01% | 5.46% | 4.61% | 2.95% | 3.83% | 2.90% | 2.38% | 2.16% | 3.23% | 2.83% |
RNEM First Trust Emerging Markets Equity Select ETF | 3.07% | 3.45% | 1.63% | 2.99% | 3.20% | 3.01% | 2.85% | 2.85% | 2.28% | 0.00% | 0.00% | 0.00% |
Drawdowns
SFENX vs. RNEM - Drawdown Comparison
The maximum SFENX drawdown since its inception was -60.58%, which is greater than RNEM's maximum drawdown of -38.37%. Use the drawdown chart below to compare losses from any high point for SFENX and RNEM. For additional features, visit the drawdowns tool.
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Volatility
SFENX vs. RNEM - Volatility Comparison
Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) and First Trust Emerging Markets Equity Select ETF (RNEM) have volatilities of 3.65% and 3.58%, 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.
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