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Upturn AI SWOT - About
Schwab Emerging Markets Equity ETF (SCHE)
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Upturn Advisory Summary
04/01/2025: SCHE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -1.77% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1136160 | Beta 0.86 | 52 Weeks Range 23.90 - 29.41 | Updated Date 04/2/2025 |
52 Weeks Range 23.90 - 29.41 | Updated Date 04/2/2025 |
Upturn AI SWOT
Schwab Emerging Markets Equity ETF
ETF Overview
Overview
The Schwab Emerging Markets Equity ETF (SCHE) seeks to track the total return of the FTSE Emerging Index, a market-capitalization weighted index representing the performance of large and mid-cap stocks in emerging markets. It offers broad exposure to emerging market equities at a low cost.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm known for its low-cost investment products.
Management Expertise
Schwab Asset Management has a experienced team of professionals dedicated to managing ETFs and other investment funds.
Investment Objective
Goal
To track the investment results of the FTSE Emerging Index.
Investment Approach and Strategy
Strategy: It aims to replicate the performance of the FTSE Emerging Index by investing in a basket of stocks that make up the index.
Composition The ETF holds a diversified portfolio of stocks from emerging market countries, primarily large and mid-cap companies.
Market Position
Market Share: SCHE has a significant market share among emerging markets equity ETFs.
Total Net Assets (AUM): 8130000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares Core MSCI Emerging Markets ETF (IEMG)
- iShares MSCI Emerging Markets ETF (EEM)
Competitive Landscape
The emerging markets ETF space is highly competitive, with several large players. SCHE differentiates itself through its low expense ratio, which is a key advantage. However, VWO and IEMG have greater AUM, which translates to deeper liquidity, which can sometimes be considered an advantage.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Data needs to be sourced directly from the ETF's website or reputable financial data providers to provide numerical data.
Benchmark Comparison: The ETF aims to closely track the FTSE Emerging Index.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
SCHE exhibits sufficient liquidity, indicated by its average trading volume, making it relatively easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for SCHE is typically narrow, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Emerging market equities are influenced by global economic growth, trade policies, currency fluctuations, and geopolitical events.
Growth Trajectory
The growth trajectory of SCHE depends on the economic performance of emerging market countries and investor sentiment towards these markets. There may be slight adjustments to holdings based on index rebalancing.
Moat and Competitive Advantages
Competitive Edge
SCHE's primary competitive advantage is its extremely low expense ratio, making it one of the cheapest emerging market ETFs available. This allows investors to retain more of their returns over the long term. Furthermore, Schwab's reputation and efficient trading platform attract cost-conscious investors. The ETF's strategy focuses on providing broad market exposure, which aligns with passive investing goals. These factors collectively contribute to SCHE's appeal and competitive positioning.
Risk Analysis
Volatility
Emerging market equities tend to be more volatile than developed market equities due to factors such as political instability, currency risk, and economic uncertainty.
Market Risk
SCHE is exposed to market risk, which is the risk that the overall market or the emerging markets segment will decline, leading to losses for investors.
Investor Profile
Ideal Investor Profile
SCHE is suitable for long-term investors seeking broad exposure to emerging market equities as part of a diversified portfolio.
Market Risk
SCHE is generally best suited for long-term investors who follow a passive index investing strategy.
Summary
The Schwab Emerging Markets Equity ETF (SCHE) offers a low-cost way to access the emerging markets equity space by tracking the FTSE Emerging Index. Its competitive edge lies in its low expense ratio, making it an attractive option for cost-conscious investors. Investors should be aware of the inherent volatility and market risks associated with emerging market investments. SCHE is a suitable option for long-term investors seeking diversification through broad market exposure and passive index investing.
Similar Companies
- VWO
- IEMG
- EEM
- SPEM
- DEM
- XSOE
Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- FTSE Russell Website
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab Emerging Markets Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests in stocks that are included in the FTSE Emerging Index. The index is comprised of large and mid capitalization companies in emerging market countries, as defined by the index provider. The fund will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks, including depositary receipts representing securities of the index; such depositary receipts may be in the form of ADRs, GDRs and EDRs.
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