EEM vs. SCHE - ETF Comparison
EEM - iShares MSCI Emerging Markets ETF
The iShares MSCI Emerging Markets ETF is a diversified equity fund that provides exposure to emerging economies, offering a broad-based portfolio of large-cap stocks from dozens of emerging markets. It can be used as a core holding in a long-term portfolio or as a short-term trade to increase exposure to risky assets.
SCHE - Schwab Emerging Markets Equity ETF
The Schwab Emerging Markets Equity ETF provides broad-based exposure to emerging markets, making it a potential core holding in long-term portfolios. It tracks the FTSE Emerging Index, investing in over 1,900 securities across more than a dozen economies, with a heavy tilt towards energy and financial sectors and a dominance of large-cap stocks.
| EEM | SCHE | |
|---|---|---|
| Fund Name | iShares MSCI Emerging Markets ETF | Schwab Emerging Markets Equity ETF |
| Fund Provider | BlackRock | Charles Schwab |
| Index | MSCI Emerging Markets | FTSE Emerging Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.70% | 0.11% |
| Inception Date | 2003-04-07 | 2010-01-14 |
| Number Of Holdings | 1210 | 1982 |
| Region | Emerging Markets | Emerging Markets |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.