SNEMX vs. SWPPX
Compare and contrast key facts about AB Emerging Markets Portfolio (SNEMX) and Schwab S&P 500 Index Fund (SWPPX).
SNEMX is managed by AllianceBernstein. It was launched on Dec 14, 1995. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNEMX or SWPPX.
Correlation
The correlation between SNEMX and SWPPX is 0.60, 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
SNEMX vs. SWPPX - Performance Comparison
Key characteristics
SNEMX:
1.09
SWPPX:
1.96
SNEMX:
1.56
SWPPX:
2.63
SNEMX:
1.20
SWPPX:
1.36
SNEMX:
0.35
SWPPX:
2.97
SNEMX:
3.39
SWPPX:
12.29
SNEMX:
4.55%
SWPPX:
2.04%
SNEMX:
14.09%
SWPPX:
12.79%
SNEMX:
-75.94%
SWPPX:
-55.06%
SNEMX:
-35.51%
SWPPX:
0.00%
Returns By Period
In the year-to-date period, SNEMX achieves a 6.11% return, which is significantly higher than SWPPX's 4.11% return. Over the past 10 years, SNEMX has underperformed SWPPX with an annualized return of 1.82%, while SWPPX has yielded a comparatively higher 13.04% annualized return.
SNEMX
6.11%
6.19%
3.07%
14.10%
1.73%
1.82%
SWPPX
4.11%
2.86%
10.78%
23.16%
14.36%
13.04%
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SNEMX vs. SWPPX - Expense Ratio Comparison
SNEMX has a 1.28% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SNEMX vs. SWPPX — Risk-Adjusted Performance Rank
SNEMX
SWPPX
SNEMX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Emerging Markets Portfolio (SNEMX) and Schwab S&P 500 Index Fund (SWPPX). 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
SNEMX vs. SWPPX - Dividend Comparison
SNEMX's dividend yield for the trailing twelve months is around 1.95%, more than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNEMX AB Emerging Markets Portfolio | 1.95% | 2.07% | 1.64% | 1.32% | 2.20% | 1.71% | 1.53% | 1.42% | 0.54% | 0.62% | 0.70% | 1.37% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
SNEMX vs. SWPPX - Drawdown Comparison
The maximum SNEMX drawdown since its inception was -75.94%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SNEMX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SNEMX vs. SWPPX - Volatility Comparison
AB Emerging Markets Portfolio (SNEMX) has a higher volatility of 3.59% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.21%. This indicates that SNEMX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.