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:
0.41
SCHC:
0.33
SFILX:
0.67
SCHC:
0.56
SFILX:
1.08
SCHC:
1.07
SFILX:
0.34
SCHC:
0.29
SFILX:
1.10
SCHC:
1.06
SFILX:
4.96%
SCHC:
4.50%
SFILX:
13.22%
SCHC:
14.33%
SFILX:
-54.03%
SCHC:
-43.94%
SFILX:
-7.97%
SCHC:
-8.70%
Returns By Period
In the year-to-date period, SFILX achieves a 6.41% return, which is significantly higher than SCHC's 5.10% return. Over the past 10 years, SFILX has underperformed SCHC with an annualized return of 4.05%, while SCHC has yielded a comparatively higher 4.34% annualized return.
SFILX
6.41%
1.00%
-2.62%
6.21%
11.42%
4.05%
SCHC
5.10%
0.87%
-2.26%
5.53%
12.36%
4.34%
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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 Rank
SFILX
SCHC
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's dividend yield for the trailing twelve months is around 3.35%, less than SCHC's 3.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFILX Schwab Fundamental International Small Company Index Fund | 3.35% | 3.56% | 3.11% | 1.99% | 2.87% | 1.98% | 2.78% | 2.70% | 2.35% | 2.45% | 2.09% | 1.74% |
SCHC Schwab International Small-Cap Equity ETF | 3.54% | 3.73% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.72% | 2.01% | 2.34% | 2.59% |
Drawdowns
SFILX vs. SCHC - Drawdown Comparison
The maximum SFILX drawdown since its inception was -54.03%, 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
The current volatility for Schwab Fundamental International Small Company Index Fund (SFILX) is 4.42%, while Schwab International Small-Cap Equity ETF (SCHC) has a volatility of 5.13%. This indicates that SFILX experiences smaller price fluctuations and is considered to be less risky than SCHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.