FNDE vs VWO

FNDE vs VWO

Which is better, FNDE or VWO?

Large Cap Growth against Large Cap Blend.

VWO has a lower expense ratio. FNDE led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93.

Lower Fees: VWOHigher Returns: FNDE

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

MetricFNDEVWO
Expense Ratio0.39%0.06%Best
AUM$10.4B$122.0B
Dividend Yield3.61%2.29%
Holdings3926,334
YTD Return+15.42%Best+8.65%
1Y Return+22.33%Best+13.61%
3Y Return (annualized)+21.69%Best+17.22%
5Y Return (annualized)+10.30%Best+5.94%
Volatility (annualized)17.6%15.8%Best
Max Drawdown-45.4%-40.3%Best
$10,000 over 5 years$16,326Best$13,344
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionAug 15, 2013Mar 4, 2005

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 15, 2013 to Sep 14, 2026 (13.1 years).

FNDE vs VWO 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 covers the 13.1 years both funds cover.

FNDE vs VWO Performance

Schwab Fundamental Emerging Markets Equity ETF (FNDE) is an ETF from Charles Schwab Asset Management and Vanguard FTSE Emerging Markets ETF (VWO) is an ETF from Vanguard (US). Over the past year FNDE returned +22.33% while VWO returned +13.61%. Year to date, FNDE is up 15.42% versus a gain of 8.65% for VWO.

Over three years, FNDE compounded at +21.69% per year against +17.22% for VWO; over five years the annualized figures are +10.30% and +5.94% respectively. Across the full 13-year window we track, FNDE has the edge at +5.98% annualized vs +4.44%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNDE has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.8% for VWO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -45.4% for FNDE and -40.3% for VWO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FNDE charges 0.39% per year while VWO charges 0.06%. On a $10,000 position that is $39 vs $6 annually, a gap of $33 per year that compounds over a long holding period. On income, FNDE currently yields 3.61% against 2.29% for VWO.

Holdings Overlap

FNDE already in VWO66.4%

At least 66.4% of FNDE's money is in holdings VWO also owns.

Stated as a floor: for VWO, our book for it covers 89.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

229 positions in common, counted across the 362 positions we hold weights for in FNDE and 4,688 in VWO, against full books of 392 and 6,334.

Top Shared Holdings

StockWeight in FNDEWeight in VWODifference
2330:TWTsmc5.86%0.02%5.84%
9988:HKAlibaba Group Holding Ltd2.78%2.33%0.45%
2317:TWHon Hai Precision Industry Co Ltd2.71%0.78%1.93%
VALE3:BVVale Sa2.58%0.44%2.14%
PETR4:BVPetroleo Brasileiro Sa:Pfd 0.0002.49%0.32%2.17%
2454:TWMediatek, Inc.1.45%1.31%0.14%
PETR3:BVPetroleo Brasileiro Sa Petr2.35%0.30%2.05%
601398:SHIndustrial & Commercial Bank Of China Ltd1.58%0.64%0.94%
JDJd.com Inc1.51%0.34%1.17%
3988:HKBank Of China Ltd H Common Stock CNY1.01.38%0.40%0.98%

66.4% of FNDE is already inside VWO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FNDEVWO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FNDE or VWO?

FNDE has an expense ratio of 0.39% while VWO charges 0.06%. VWO is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, FNDE or VWO?

Over the past year FNDE returned +22.33% vs +13.61% for VWO, so FNDE leads on 1-year performance. Over the longest common window we track (13 years), FNDE annualized +5.98% vs +4.44% for VWO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FNDE or VWO?

FNDE has been the more volatile fund at 17.6% annualized versus 15.8% for VWO. Worst drawdown: FNDE -45.4% vs VWO -40.3%.

Should I hold both FNDE and VWO?

FNDE and VWO have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between FNDE and VWO?

At least 66.4% of FNDE's money is in holdings VWO also owns. Our book for VWO is partial, so the real figure is this or higher. They hold 229 positions in common, counted across the 362 positions we hold weights for in FNDE and 4,688 in VWO.

Which pays a higher dividend, FNDE or VWO?

FNDE yields 3.61% while VWO yields 2.29%, so FNDE currently pays the higher dividend yield.

Is VWO better than FNDE?

VWO has a lower expense ratio. FNDE led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.