Schwab Emerging Markets Equity ETF: Emerging Markets Investment Opportunity

The Schwab Emerging Markets Equity ETF is a great option for investors looking to diversify their portfolio with a low-cost, liquid investment in emerging markets.

This ETF tracks the Dow Jones Emerging Markets Total Stock Market Index, which provides broad exposure to the equity markets of emerging countries.

The fund has a low expense ratio of 0.12%, making it an attractive choice for cost-conscious investors.

With over $14 billion in assets under management, this ETF is a popular choice among investors seeking to tap into the growth potential of emerging markets.

The Schwab Emerging Markets Equity ETF is a passively managed fund that was launched in 2010 by Schwab ETFs.

It tracks the total return of the FTSE Emerging Index, seeking to mirror its performance before fees and expenses.

The fund invests in stocks that are included in the FTSE Emerging Index, which comprises large and mid capitalization companies in emerging market countries.

These companies are defined by the index provider, and the fund will invest at least 90% of its net assets in these stocks, including depositary receipts representing securities of the index.

Depositary receipts can be in the form of ADRs, GDRs, and EDRs.

The Schwab Emerging Markets Equity ETF has a performance of 0.00% for the current year.

Its performance since inception is a respectable 58.32%. This indicates a steady growth over time.

The high for the past year was 29.93%, while the maximum loss was -6.79%.

Here are some key statistics:

The Alpha 1 Year is -0.61%, indicating a relatively low return compared to the market. The Alpha 10 Years is -0.25%, showing a slight improvement over the long term.

The average gain for the past year is 2.44%, while the average loss is -3.52%. The average gain over 10 years is 3.53%, and the average loss is -3.98%.

A Schwab Emerging Markets Equity ETF investment strategy is all about diversifying your portfolio with a mix of domestic and international stocks.

This fund tracks the FTSE Emerging Markets All Cap China A Inclusion Index, which is designed to capture the performance of the emerging markets.

The ETF's investment strategy focuses on companies in emerging markets, excluding those from developed markets.

To achieve its investment objective, the ETF invests at least 80% of its assets in the securities of the underlying index, which includes stocks from countries like China, Brazil, and India.

Large- and mid-cap investments can provide a stable entry point into emerging markets. The Schwab Emerging Markets Equity ETF, SCHE, tracks the FTSE emerging Index, less fees and expenses.

Investing in large- and mid-cap companies can offer a more stable investment option compared to smaller companies. SCHE invests in over 20 emerging markets with its largest stakes in various regions.

A stable investment strategy is crucial, especially for those new to investing. SCHE's exposure to multiple emerging markets can help spread risk.

However, it's essential to consider the potential risks associated with investing in emerging markets. SCHE's high exposure to China is a notable concern, as China has underperformed compared to the S&P 500.

Despite this, SCHE's attractive valuations and improving fundamentals in emerging markets make it an interesting option.

SCHE ETF is a 14-year-old investment option that offers exposure to over 2000 stocks from 20 emerging markets.

It generated 17% returns in the past year, which is a notable achievement.

SCHE is not as strong as some other options, but it's not the worst choice either.

U.S. stocks have been the clear winner in 2021, and it's likely that they'll continue to perform well in the new year.

The SCHE ETF doesn't have some of the drawbacks of other EM-themed ETFs, such as VWO.

The Schwab Emerging Markets Equity ETF has a legal name of Schwab Emerging Markets Equity ETF. Its fund family name is SCHFLFSETF. The fund was launched on January 14, 2010. It has 333,700,000 shares outstanding. The currency it's traded in is USD, and it's domiciled in the US.

The Schwab Emerging Markets Equity ETF has a strong track record of performance, with a return ranking that's hard to ignore. In the trailing period, the fund's return of 1.8% for the year to date (YTD) puts it in the 71.99th percentile of its category.

Here's a breakdown of the fund's performance over different time periods:

In 2024, the fund's return of 10.6% puts it in the 17.95th percentile of its category, while in 2023, it returned 8.9% and ranked in the 67.83rd percentile.

The Schwab Emerging Markets Equity ETF is a well-rounded fund with a solid track record of performance, making it a great option for investors looking to diversify their portfolios and tap into the growth potential of emerging markets.

The Schwab Emerging Markets Equity ETF (SCHE) has a diverse portfolio of holdings. It tracks the Financial Times Stock Exchange 100 Index (FTSE) emerging index, less fees and expenses.

Here are the top 10 holdings of the SCHE, along with their corresponding weights in the portfolio:

The top 10 holdings in a particular investment portfolio are a great indicator of its overall strategy and risk tolerance. Let's take a closer look at the top 10 holdings in this portfolio.

Taiwan Semiconductor Manufacturing Company Limited takes the top spot with a weight of 10.12%. This is a significant holding, indicating that the portfolio is heavily invested in the technology sector.

Tencent Holdings Limited comes in second with a weight of 4.27%. As a major player in the tech industry, this holding suggests that the portfolio is also invested in the growth of online platforms and services.

Alibaba Group Holding Limited is another tech giant, with a weight of 2.31%. This holding indicates that the portfolio is also invested in e-commerce and digital payments.

HDFC Bank Limited is a significant holding in the portfolio, with a weight of 1.50%. This suggests that the portfolio is also invested in the financial sector.

Ssc Government Mm Gvmxx is another holding in the portfolio, with a weight of 1.49%. This is a unique holding, as it doesn't have a symbol, indicating that it may be a more complex or niche investment.

Meituan is a holding in the portfolio, with a weight of 1.38%. This suggests that the portfolio is also invested in the food delivery and online ordering industry.

Reliance Industries Limited is another holding in the portfolio, with a weight of 1.21%. This suggests that the portfolio is also invested in the energy and petrochemical sectors.

China Construction Bank Corporation is a holding in the portfolio, with a weight of 1.00%. This suggests that the portfolio is also invested in the financial sector.

Infosys Limited is a holding in the portfolio, with a weight of 0.99%. This suggests that the portfolio is also invested in the technology sector.

Xiaomi Corporation rounds out the top 10 holdings, with a weight of 0.93%. This suggests that the portfolio is also invested in the consumer electronics industry.

Here are the top 10 holdings in the portfolio:

The stock geographic breakdown of SCHE, an ETF that tracks the FTSE emerging markets index, reveals a significant focus on non-US markets. 96.43% of its investments are allocated to emerging markets outside of the US.

This allocation is reflected in the fund's performance, with a 6.37% SCHE % rank in non-US markets. This suggests that the fund's investments in these regions have been performing relatively well compared to other similar funds.

In contrast, the US market accounts for only 1.61% of the fund's investments. This is a relatively small allocation, but it's worth noting that the US market has historically been a strong performer and may provide a stabilizing influence on the fund's overall performance.

Here's a breakdown of the fund's geographic allocation: