FNDE vs. EEM - ETF Comparison
FNDE - Schwab Fundamental Emerging Markets Equity ETF
The Schwab Fundamental Emerging Markets Equity ETF is an exchange-traded fund that tracks the RAFI Fundamental High Liquidity Emerging Markets Index, providing broad-based exposure to large-cap companies in emerging markets. The fund uses a fundamental weighting scheme to select and weight its holdings, aiming to provide a diversified portfolio with a blend of growth and value investment styles.
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.
| FNDE | EEM | |
|---|---|---|
| Fund Name | Schwab Fundamental Emerging Markets Equity ETF | iShares MSCI Emerging Markets ETF |
| Fund Provider | Charles Schwab | BlackRock |
| Index | RAFI Fundamental High Liquidity Emerging Markets Index - Benchmark TR Net | MSCI Emerging Markets |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.39% | 0.70% |
| Inception Date | 2013-08-15 | 2003-04-07 |
| Number Of Holdings | 377 | 1210 |
| 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.