SCHF vs. FNDF - ETF Comparison
SCHF - Schwab International Equity ETF
The Schwab International Equity ETF is a cost-efficient investment solution that provides diversified exposure to large and mid-cap stocks from approximately 20 developed markets outside of the US. With a market capitalization-weighted approach, the fund offers a broad-based, total market strategy, making it an excellent choice for long-term balanced portfolios.
FNDF - Schwab Fundamental International Equity ETF
The Schwab Fundamental International Equity ETF tracks the RAFI Fundamental High Liquidity Developed ex US Large Index, providing broad-based exposure to large-cap equities in developed markets outside the US, with a fundamental weighting scheme.
| SCHF | FNDF | |
|---|---|---|
| Fund Name | Schwab International Equity ETF | Schwab Fundamental International Equity ETF |
| Fund Provider | Charles Schwab | Charles Schwab |
| Index | FTSE All-World Developed x US | RAFI Fundamental High Liquidity Developed ex US Large Index - Benchmark TR Net |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.06% | 0.25% |
| Inception Date | 2009-11-03 | 2013-08-15 |
| Number Of Holdings | 1500 | 963 |
| Region | Developed Markets | Developed 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.