SFENX vs. SWISX
Compare and contrast key facts about Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) and Schwab International Index Fund (SWISX).
SFENX is managed by Charles Schwab. It was launched on Jan 30, 2008. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFENX or SWISX.
Correlation
The correlation between SFENX and SWISX is 0.69, 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. SWISX - Performance Comparison
Key characteristics
SFENX:
0.79
SWISX:
0.89
SFENX:
1.19
SWISX:
1.31
SFENX:
1.16
SWISX:
1.18
SFENX:
0.85
SWISX:
1.10
SFENX:
2.26
SWISX:
3.19
SFENX:
6.21%
SWISX:
4.74%
SFENX:
17.86%
SWISX:
17.03%
SFENX:
-60.58%
SWISX:
-60.65%
SFENX:
-4.67%
SWISX:
0.00%
Returns By Period
In the year-to-date period, SFENX achieves a 5.91% return, which is significantly lower than SWISX's 13.84% return. Over the past 10 years, SFENX has underperformed SWISX with an annualized return of 5.11%, while SWISX has yielded a comparatively higher 5.75% annualized return.
SFENX
5.91%
1.79%
2.16%
10.88%
12.01%
5.11%
SWISX
13.84%
7.16%
10.02%
12.53%
12.51%
5.75%
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SFENX vs. SWISX - Expense Ratio Comparison
SFENX has a 0.39% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
SFENX vs. SWISX — Risk-Adjusted Performance Rank
SFENX
SWISX
SFENX vs. SWISX - 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 Schwab International Index Fund (SWISX). 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
SFENX vs. SWISX - Dividend Comparison
SFENX's dividend yield for the trailing twelve months is around 4.42%, more than SWISX's 2.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFENX Schwab Fundamental Emerging Markets Large Company Index Fund | 4.42% | 4.68% | 5.01% | 5.46% | 4.61% | 2.95% | 3.83% | 2.90% | 2.38% | 2.16% | 3.23% | 2.83% |
SWISX Schwab International Index Fund | 2.89% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
SFENX vs. SWISX - Drawdown Comparison
The maximum SFENX drawdown since its inception was -60.58%, roughly equal to the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SFENX and SWISX. For additional features, visit the drawdowns tool.
Volatility
SFENX vs. SWISX - Volatility Comparison
The current volatility for Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) is 9.74%, while Schwab International Index Fund (SWISX) has a volatility of 10.89%. This indicates that SFENX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.