EMBX vs SCHD

EMBX vs SCHD

Which is better, EMBX or SCHD?

Emerging Markets Bond against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y.

Lower Fees: SCHDHigher Returns (1Y): SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEMBXSCHD
Expense Ratio0.76%0.06%Best
AUM$257M$112.1B
Dividend Yield4.64%3.00%
Holdings138103
YTD Return+2.90%+23.46%Best
1Y Return+6.05%+27.20%Best
3Y Return (annualized)-+15.41%
5Y Return (annualized)-+10.16%
Fund FamilyVanEckCharles Schwab Asset Management
CategoryFixed IncomeEquity
StyleEmerging Markets BondLarge Cap Value
InceptionJul 9, 2012Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

EMBX vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

EMBX vs SCHD Performance

VanEck Emerging Markets Bond ETF (EMBX) is an ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EMBX returned +6.05% while SCHD returned +27.20%. Year to date, EMBX is up 2.90% versus a gain of 23.46% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

EMBX charges 0.76% per year while SCHD charges 0.06%. On a $10,000 position that is $76 vs $6 annually, a gap of $70 per year that compounds over a long holding period. On income, EMBX currently yields 4.64% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 12 holdings in EMBX and 100 in SCHD, totalling 5.5% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 12 positions we hold weights for in EMBX and 100 in SCHD, against full books of 138 and 103.

You are not choosing between two funds in isolation.

Whichever of EMBX and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EMBXSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EMBX or SCHD?

EMBX has an expense ratio of 0.76% while SCHD charges 0.06%. SCHD is the cheaper option, by $70 a year on a $10,000 investment.

Which performed better, EMBX or SCHD?

Over the past year EMBX returned +6.05% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, EMBX or SCHD?

EMBX yields 4.64% while SCHD yields 3.00%, so EMBX currently pays the higher dividend yield.

Is SCHD better than EMBX?

SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.