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XC vs SCHE

WisdomTree True Emerging Markets Fund vs Schwab Emerging Markets Equity ETF

XC

WisdomTree True Emerging Markets Fund

Annual cost

0.32%

Fund size

$79M

SCHE

Schwab Emerging Markets Equity ETF

Annual cost

0.07%

Fund size

$12.7B

Key differences

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

  • SCHE costs 0.25% less per year.
  • SCHE is much larger than XC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHE has delivered higher annualized returns.
  • SCHE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCSCHE
Annual cost (TER)0.32%0.07%
Fund size (AUM)$79M$12.7B
Since20222010
Dividend yield1.89%2.58%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+23.9%
CAGR 3Y+10.2%+17.9%
CAGR 5YN/A+4.5%
Sharpe 3Y0.470.86
Volatility 1Y14.93%16.76%
Max drawdown-20.97%-36.16%

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

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