SFILX vs. SCHC
Compare and contrast key facts about Schwab Fundamental International Small Company Index Fund (SFILX) and Schwab International Small-Cap Equity ETF (SCHC).
SFILX is managed by Charles Schwab. It was launched on Jan 30, 2008. SCHC is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). It was launched on Jan 14, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFILX or SCHC.
Correlation
The correlation between SFILX and SCHC is 0.94, 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
SFILX vs. SCHC - Performance Comparison
Key characteristics
SFILX:
-0.14
SCHC:
0.21
SFILX:
-0.09
SCHC:
0.37
SFILX:
0.99
SCHC:
1.05
SFILX:
-0.14
SCHC:
0.15
SFILX:
-0.48
SCHC:
0.79
SFILX:
3.83%
SCHC:
3.61%
SFILX:
13.54%
SCHC:
13.91%
SFILX:
-54.02%
SCHC:
-43.94%
SFILX:
-12.90%
SCHC:
-13.00%
Returns By Period
In the year-to-date period, SFILX achieves a -3.06% return, which is significantly lower than SCHC's 2.12% return. Over the past 10 years, SFILX has outperformed SCHC with an annualized return of 4.77%, while SCHC has yielded a comparatively lower 4.44% annualized return.
SFILX
-3.06%
-5.29%
-3.81%
-1.83%
2.27%
4.77%
SCHC
2.12%
-1.58%
-0.34%
2.86%
2.61%
4.44%
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SFILX vs. SCHC - Expense Ratio Comparison
SFILX has a 0.39% expense ratio, which is higher than SCHC's 0.11% expense ratio.
Risk-Adjusted Performance
SFILX vs. SCHC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental International Small Company Index Fund (SFILX) and Schwab International Small-Cap Equity ETF (SCHC). 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
SFILX vs. SCHC - Dividend Comparison
SFILX has not paid dividends to shareholders, while SCHC's dividend yield for the trailing twelve months is around 3.72%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFILX Schwab Fundamental International Small Company Index Fund | 0.00% | 3.11% | 1.99% | 2.87% | 1.98% | 2.78% | 2.70% | 2.35% | 2.45% | 2.09% | 1.74% | 2.75% |
SCHC Schwab International Small-Cap Equity ETF | 3.72% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.72% | 2.01% | 2.34% | 2.59% | 2.80% |
Drawdowns
SFILX vs. SCHC - Drawdown Comparison
The maximum SFILX drawdown since its inception was -54.02%, which is greater than SCHC's maximum drawdown of -43.94%. Use the drawdown chart below to compare losses from any high point for SFILX and SCHC. For additional features, visit the drawdowns tool.
Volatility
SFILX vs. SCHC - Volatility Comparison
Schwab Fundamental International Small Company Index Fund (SFILX) has a higher volatility of 5.04% compared to Schwab International Small-Cap Equity ETF (SCHC) at 3.71%. This indicates that SFILX's price experiences larger fluctuations and is considered to be riskier than SCHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.