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SCHE vs XSOE

Schwab Emerging Markets Equity ETF vs WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

SCHE

Schwab Emerging Markets Equity ETF

Annual cost

0.07%

Fund size

$12.7B

XSOE

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Annual cost

0.32%

Fund size

$2.2B

Key differences

Both SCHE and XSOE are equity ETFs. SCHE charges 0.07% a year and XSOE 0.32%. The main difference: SCHE costs 0.25% less per year.

  • SCHE costs 0.25% less per year.
  • SCHE is much larger than XSOE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XSOE has delivered higher annualized returns.

Side-by-side comparison

SCHEXSOE
Annual cost (TER)0.07%0.32%
Fund size (AUM)$12.7B$2.2B
Since20102014
Dividend yield2.58%1.30%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+23.9%+41.3%
CAGR 3Y+17.9%+21.6%
CAGR 5Y+4.5%+3.9%
Sharpe 3Y0.860.96
Volatility 1Y16.76%20.87%
Max drawdown-36.16%-45.23%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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