SFENX vs. VEMAX
Compare and contrast key facts about Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX).
SFENX is managed by Charles Schwab. It was launched on Jan 30, 2008. VEMAX is managed by Vanguard. It was launched on Jun 23, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFENX or VEMAX.
Correlation
The correlation between SFENX and VEMAX is 0.95, 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.
Performance
SFENX vs. VEMAX - Performance Comparison
Key characteristics
SFENX:
1.06
VEMAX:
1.05
SFENX:
1.56
VEMAX:
1.54
SFENX:
1.20
VEMAX:
1.19
SFENX:
1.18
VEMAX:
0.60
SFENX:
3.05
VEMAX:
3.34
SFENX:
5.11%
VEMAX:
4.01%
SFENX:
14.75%
VEMAX:
12.72%
SFENX:
-60.58%
VEMAX:
-66.45%
SFENX:
-8.81%
VEMAX:
-10.65%
Returns By Period
In the year-to-date period, SFENX achieves a 1.31% return, which is significantly higher than VEMAX's -0.16% return. Over the past 10 years, SFENX has outperformed VEMAX with an annualized return of 5.96%, while VEMAX has yielded a comparatively lower 3.90% annualized return.
SFENX
1.31%
1.20%
3.57%
16.11%
5.72%
5.96%
VEMAX
-0.16%
-0.27%
2.23%
14.42%
4.02%
3.90%
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SFENX vs. VEMAX - Expense Ratio Comparison
SFENX has a 0.39% expense ratio, which is higher than VEMAX's 0.14% expense ratio.
Risk-Adjusted Performance
SFENX vs. VEMAX — Risk-Adjusted Performance Rank
SFENX
VEMAX
SFENX vs. VEMAX - 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 Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX). 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. VEMAX - Dividend Comparison
SFENX's dividend yield for the trailing twelve months is around 4.62%, more than VEMAX's 3.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFENX Schwab Fundamental Emerging Markets Large Company Index Fund | 4.62% | 4.68% | 5.01% | 5.46% | 4.61% | 2.95% | 3.83% | 2.90% | 2.38% | 2.16% | 3.23% | 2.83% |
VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares | 3.13% | 3.12% | 3.46% | 4.05% | 2.57% | 1.87% | 3.19% | 2.85% | 2.30% | 2.51% | 3.25% | 2.86% |
Drawdowns
SFENX vs. VEMAX - Drawdown Comparison
The maximum SFENX drawdown since its inception was -60.58%, smaller than the maximum VEMAX drawdown of -66.45%. Use the drawdown chart below to compare losses from any high point for SFENX and VEMAX. For additional features, visit the drawdowns tool.
Volatility
SFENX vs. VEMAX - Volatility Comparison
Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) and Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) have volatilities of 3.50% and 3.65%, 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.