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SCHE: Schwab Emerging Markets Equity ETF (ETF)
Basic Info 23.63 0.12(0.51%) December 08
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 01/14/2010 |
| Last Dividend Date: | 12/06/2023 |
| 12-Mo. Yield | 3.01% |
| Expenses | 0.11% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.5 | 3.8 | 1.6 | -4.8 | 3.1 | 2.4 | 2.1 | -17.8 | -0.7 | 14.5 | 20.3 | -13.6 | 32.7 | 13.1 | -16.3 | -0.1 | -4.3 | 17.9 | -19.2 | 15.5 |
| SR | NA | -0.01 | -0.18 | -0.35 | 0.08 | 0.07 | 0.07 | -0.85 | -0.04 | 0.43 | 1.34 | -0.72 | 2.77 | 0.61 | -0.79 | 0.0 | -0.25 | 0.99 | -0.64 | 0.68 |
| DD(%) | NA | 12.2 | 12.2 | 35.7 | 35.7 | 36.2 | 36.2 | 29.7 | 14.9 | 33.8 | 10.4 | 25.8 | 4.5 | 12.3 | 28.1 | 17.9 | 18.2 | 19.0 | 29.5 | 18.2 |
| SD(%) | NA | 14.7 | 14.8 | 18.6 | 21.6 | 20.1 | 20.9 | 22.6 | 17.7 | 33.2 | 14.1 | 20.8 | 11.6 | 21.1 | 20.6 | 16.0 | 17.4 | 18.1 | 29.9 | 23.5 |
| TR | NA | 0.0 | -0.02 | -0.06 | 0.01 | 0.01 | 0.01 | -0.17 | -0.01 | 0.13 | 0.18 | -0.12 | 0.26 | 0.11 | -0.15 | 0.0 | -0.04 | 0.17 | -0.17 | 0.15 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 1.15 | 1.16 | 1.1 | 1.11 | 1.13 | 1.11 | 1.1 | 1.08 | 1.13 | 1.08 | 1.19 | 1.24 | 1.15 | 1.09 | 1.15 | 1.12 | 1.05 | 1.11 | 1.08 |
| RS | NA | 0.93 | 0.93 | 0.95 | 0.92 | 0.91 | 0.91 | 0.95 | 0.95 | 0.9 | 0.92 | 0.91 | 0.88 | 0.89 | 0.91 | 0.86 | 0.82 | 0.9 | 0.93 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2010
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- DFEVX (DFA Emerging Markets Value I) 0.14% (100%)
- FEDIX (Fidelity Advisor Emerg Mkts Discv I) 2.32% (100%)
- FEDDX (Fidelity Emerg Mkts Discv) 2.26% (99%)
- BESIX (William Blair Emerg Mkts Sm Cp Gr I) 0.42% (99%)
- DEMSX (DFA Emerging Markets Small Cap I) 0.04% (98%)
- ESCIX (Ashmore Emerging Markets Sm Cp Eq Instl) 0.43% (98%)
- PEFIX (PIMCO EM Fdmtl IndexPLUS TR ST Instl) 0.31% (97%)
- DRESX (Driehaus Emerging Markets Small Cap Gr) 0.0% (95%)
- PEFPX (PIMCO EM Fdmtl IndexPLUS AR Strat P) 0.46% (95%)
- RNWGX (American Funds New World R6) 0.29% (94%)
Best ETFs
- EEMS (iShares MSCI Emerging Markets Small-Cap) 0.75% (97%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.64% (96%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 0.50% (95%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) 0.23% (93%)
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 0.80% (93%)
- EDIV (SPDR® S&P Emerging Markets Dividend ETF) 0.93% (89%)
- FNDE (Schwab Fundamental Emerg Mkts Lg Co ETF) 0.43% (87%)
- EELV (PowerShares S&P Em Mkts Low Volatil ETF) 0.60% (84%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 0.0% (83%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.49% (75%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.17% (100%)
- IHD (ING Emerging Market High Div. Equity) 1.00% (36%)
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