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SCHE: Schwab Emerging Markets Equity ETF (ETF)
Basic Info 30.35 0.1(0.33%) July 02
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 01/14/2010 |
| Last Dividend Date: | 06/25/2025 |
| 12-Mo. Yield | 3.05% |
| Expenses | 0.11% |
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Performance Analytics (As of 07/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/14/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 14.1 | 17.4 | 9.2 | 7.5 | 4.8 | 4.6 | 3.7 | 10.6 | 8.9 | -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 |
| Sharpe Ratio | NA | 1.29 | 0.73 | 0.37 | 0.28 | 0.18 | NA | 0.14 | 0.46 | 0.36 | -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 |
| Draw Down(%) | NA | 14.5 | 17.1 | 17.1 | 35.7 | 36.2 | NA | 36.2 | 9.4 | 12.2 | 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 |
| Standard Deviation(%) | NA | 20.7 | 18.9 | 17.0 | 18.1 | 20.2 | NA | 20.5 | 15.0 | 14.8 | 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 |
| Treynor Ratio | NA | 0.24 | 0.12 | 0.06 | 0.05 | 0.03 | NA | 0.03 | 0.06 | 0.05 | -0.17 | -0.01 | 0.13 | 0.17 | -0.13 | 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 | NA | 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 | 1.13 | 1.14 | 1.14 | 1.11 | 1.13 | NA | 1.12 | 1.14 | 1.15 | 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 |
| RSquared | NA | 0.93 | 0.93 | 0.93 | 0.94 | 0.92 | NA | 0.91 | 0.93 | 0.93 | 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 |
| Yield(%) | N/A | 0.1 | 3.0 | 3.2 | 3.0 | 2.9 | 2.8 | N/A | 3.3 | 4.0 | 2.3 | 2.7 | 2.3 | 3.8 | 2.2 | 3.0 | 2.6 | 2.1 | 2.9 | 2.3 | 2.4 | 1.9 | 0.9 |
| Dividend Growth(%) | N/A | -95.7 | -5.5 | 4.4 | 18.2 | N/A | N/A | N/A | -14.9 | 39.6 | -19.6 | 31.8 | -28.3 | 41.4 | -2.0 | 32.4 | 0.0 | -28.7 | 8.7 | 12.9 | -1.9 | 144.8 | N/A |
*: 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
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Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
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- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (42%)
- EMIF (iShares Emerging Markets Infrastructure ETF) (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) 0.41% (100%)
- IHD (Voya Emerging Markets High Dividend Equity Fund) 0.17% (35%)
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