SFENX vs. VOO
Compare and contrast key facts about Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) and Vanguard S&P 500 ETF (VOO).
SFENX is managed by Charles Schwab. It was launched on Jan 30, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFENX or VOO.
Correlation
The correlation between SFENX and VOO is 0.66, 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. VOO - Performance Comparison
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Key characteristics
SFENX:
0.66
VOO:
0.67
SFENX:
1.05
VOO:
1.19
SFENX:
1.14
VOO:
1.17
SFENX:
0.73
VOO:
0.80
SFENX:
1.93
VOO:
3.05
SFENX:
6.24%
VOO:
4.88%
SFENX:
17.85%
VOO:
19.40%
SFENX:
-60.58%
VOO:
-33.99%
SFENX:
-1.13%
VOO:
-3.38%
Returns By Period
In the year-to-date period, SFENX achieves a 9.86% return, which is significantly higher than VOO's 1.08% return. Over the past 10 years, SFENX has underperformed VOO with an annualized return of 5.61%, while VOO has yielded a comparatively higher 12.77% annualized return.
SFENX
9.86%
9.50%
9.04%
11.71%
13.00%
5.61%
VOO
1.08%
9.85%
0.15%
12.97%
17.43%
12.77%
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SFENX vs. VOO - Expense Ratio Comparison
SFENX has a 0.39% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SFENX vs. VOO — Risk-Adjusted Performance Rank
SFENX
VOO
SFENX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SFENX's dividend yield for the trailing twelve months is around 4.26%, more than VOO's 1.28% 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% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SFENX vs. VOO - Drawdown Comparison
The maximum SFENX drawdown since its inception was -60.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SFENX and VOO. For additional features, visit the drawdowns tool.
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Volatility
SFENX vs. VOO - Volatility Comparison
The current volatility for Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) is 3.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.16%. This indicates that SFENX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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