FNDE vs VYM

Quick Verdict

VYM has a lower expense ratio. FNDE delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: FNDEMore Diversified: VYM

Side-by-Side Comparison

MetricFNDEVYMWinner
Expense Ratio0.39%0.04%
AUM$9.6B$79.0B
Dividend Yield3.78%2.86%
Holdings398568
YTD Return+13.26%+15.45%
1Y Return+28.51%+26.05%
3Y Return (annualized)+20.16%+17.96%
5Y Return (annualized)+10.56%+12.54%
Volatility (annualized)17.6%14.6%
Max Drawdown-45.4%-58.8%
Fund FamilyCharles Schwab Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionAug 15, 2013Nov 10, 2006

FNDE vs VYM Performance

Schwab Fundamental Emerging Markets Equity ETF (FNDE) is a ETF from Charles Schwab Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FNDE returned +28.51% while VYM returned +26.05%. Year to date, FNDE is up 13.26% versus a gain of 15.45% for VYM.

Over three years, FNDE compounded at +20.16% per year against +17.96% for VYM; over five years the annualized figures are +10.56% and +12.54% respectively. Across the full 13-year window we track, VYM has the edge at +7.06% annualized vs +5.88%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNDE has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 14.6% for VYM. 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 -45.4% for FNDE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FNDE charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, FNDE currently yields 3.78% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

FNDE and VYM share 0 holdings out of 924 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FNDE or VYM?

FNDE has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, FNDE or VYM?

Over the past year FNDE returned +28.51% vs +26.05% for VYM, so FNDE leads on 1-year performance. Over the longest common window we track (13 years), FNDE annualized +5.88% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, FNDE or VYM?

FNDE has been the more volatile fund at 17.6% annualized versus 14.6% for VYM. Worst drawdown: FNDE -45.4% vs VYM -58.8%.

Should I hold both FNDE and VYM?

FNDE and VYM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FNDE and VYM?

FNDE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 924 unique securities.

Which pays a higher dividend, FNDE or VYM?

FNDE yields 3.78% while VYM yields 2.86%, so FNDE currently pays the higher dividend yield.

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