SCHE vs VWO

SCHE vs VWO

Which is better, SCHE or VWO?

SCHE has been ahead.

SCHE led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: TiedHigher Returns: SCHE

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

MetricSCHEVWO
Expense Ratio0.06%Tie0.06%Tie
AUM$13.1B$122.0B
Dividend Yield2.64%2.29%
Holdings2,2106,334
YTD Return+8.52%Best+7.94%
1Y Return+13.46%Best+12.87%
3Y Return (annualized)+17.63%Best+17.05%
5Y Return (annualized)+5.99%Best+5.81%
Volatility (annualized)17.1%Best17.2%
Max Drawdown-43.1%Best-43.7%
$10,000 over 5 years$13,376Best$13,263
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 14, 2010Mar 4, 2005

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 14, 2010 to Sep 15, 2026 (16.7 years).

SCHE 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 16.7 years both funds cover.

SCHE vs VWO Performance

Schwab Emerging Markets Equity ETF (SCHE) 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 SCHE returned +13.46% while VWO returned +12.87%. Year to date, SCHE is up 8.52% versus a gain of 7.94% for VWO.

Over three years, SCHE compounded at +17.63% per year against +17.05% for VWO; over five years the annualized figures are +5.99% and +5.81% respectively. Across the full 17-year window we track, SCHE has the edge at +3.13% annualized vs +3.05%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VWO has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 17.1% for SCHE. 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 -43.1% for SCHE and -43.7% 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SCHE charges 0.06% per year while VWO charges 0.06%. On a $10,000 position that is $6 vs $6 annually. On income, SCHE currently yields 2.64% against 2.29% for VWO.

Holdings Overlap

SCHE already in VWO72.0%

At least 72.0% of SCHE'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.

Most of SCHE is already inside VWO. Owning both mostly buys the same companies twice.

1,616 positions in common, counted across the 2,133 positions we hold weights for in SCHE and 4,688 in VWO, against full books of 2,210 and 6,334.

Top Shared Holdings

StockWeight in SCHEWeight in VWODifference
2330:AEAdvanced Petrochemicals Co 16.85%14.99%1.86%
2454:TWMediatek, Inc.1.66%1.31%0.35%
2308:TWDelta Electronics Inc1.03%0.79%0.24%
2317:TWHon Hai Precision Industry Co0.88%0.78%0.10%
RELIANCE:MBReliance Industries Ltd0.82%0.77%0.05%
ICICIBANK:MBIcici Bank Ltd Ord Inr2 (demat)0.74%0.67%0.07%
601398:SHIndustrial & Commercial Bank Of China Ltd0.71%0.64%0.07%
PDD:IEPdd Holdings Inc.0.59%0.57%0.02%
BHARTIARTL:MBBharti Airtel Ltd0.53%0.53%0.00%
3690:SHMeituan Dianping0.51%0.54%0.03%

72.0% of SCHE 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.

SCHEVWO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHE or VWO?

SCHE has an expense ratio of 0.06% while VWO charges 0.06%. At the precision these are quoted to, they cost the same.

Which performed better, SCHE or VWO?

Over the past year SCHE returned +13.46% vs +12.87% for VWO, so SCHE leads on 1-year performance. Over the longest common window we track (17 years), SCHE annualized +3.13% vs +3.05% for VWO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHE or VWO?

VWO has been the more volatile fund at 17.2% annualized versus 17.1% for SCHE. Worst drawdown: SCHE -43.1% vs VWO -43.7%.

Should I hold both SCHE and VWO?

SCHE and VWO have a monthly-return correlation of 0.99, 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 SCHE and VWO?

At least 72.0% of SCHE's money is in holdings VWO also owns. Our book for VWO is partial, so the real figure is this or higher. They hold 1,616 positions in common, counted across the 2,133 positions we hold weights for in SCHE and 4,688 in VWO.

Which pays a higher dividend, SCHE or VWO?

SCHE yields 2.64% while VWO yields 2.29%, so SCHE currently pays the higher dividend yield.

Is VWO better than SCHE?

SCHE led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.