SNXFX vs. FEMKX
Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and Fidelity Emerging Markets (FEMKX).
SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. FEMKX is managed by Fidelity. It was launched on Nov 1, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNXFX or FEMKX.
Key characteristics
| SNXFX | FEMKX | |
|---|---|---|
| YTD Return | 6.04% | 2.71% |
| 1Y Return | 26.75% | 12.65% |
| 3Y Return (Ann) | 6.85% | -6.21% |
| 5Y Return (Ann) | 12.83% | 5.31% |
| 10Y Return (Ann) | 12.08% | 5.87% |
| Sharpe Ratio | 2.17 | 1.02 |
| Daily Std Dev | 12.13% | 13.52% |
| Max Drawdown | -55.08% | -71.06% |
| Current Drawdown | -3.97% | -22.83% |
Correlation
The correlation between SNXFX and FEMKX is 0.58, 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
SNXFX vs. FEMKX - Performance Comparison
In the year-to-date period, SNXFX achieves a 6.04% return, which is significantly higher than FEMKX's 2.71% return. Over the past 10 years, SNXFX has outperformed FEMKX with an annualized return of 12.08%, while FEMKX has yielded a comparatively lower 5.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SNXFX vs. FEMKX - Expense Ratio Comparison
SNXFX has a 0.05% expense ratio, which is lower than FEMKX's 0.88% expense ratio.
Risk-Adjusted Performance
SNXFX vs. FEMKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) and Fidelity Emerging Markets (FEMKX). 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
SNXFX vs. FEMKX - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.33%, more than FEMKX's 1.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 1.33% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.48% | 4.22% | 3.41% | 6.31% | 4.38% | 4.61% |
FEMKX Fidelity Emerging Markets | 1.08% | 1.11% | 0.77% | 6.00% | 1.39% | 1.71% | 0.83% | 0.58% | 0.67% | 0.51% | 1.24% | 0.08% |
Drawdowns
SNXFX vs. FEMKX - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, smaller than the maximum FEMKX drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for SNXFX and FEMKX. For additional features, visit the drawdowns tool.
Volatility
SNXFX vs. FEMKX - Volatility Comparison
Schwab 1000 Index Fund (SNXFX) and Fidelity Emerging Markets (FEMKX) have volatilities of 3.67% and 3.82%, 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.