Better International ETF: iShares' IEFA vs. Schwab's SCHE

IEFA carries a higher yield and even larger asset base than SCHE. Both funds charge the same low expense ratio but differ in geographic and sector exposure.

The Motley Fool • Feb 14, 2026

Want to Add Emerging Markets To Your Portfolio? EEM Offers a Tech Focus While SCHE Is More Affordable

EEM commands a much higher expense ratio and has a longer track record than SCHE. SCHE delivers a higher dividend yield, while EEM has outperformed over the past year.

The Motley Fool • Jan 25, 2026

Emerging Markets: The Next Phase In Market-Broadening

At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. The inextricable relationship between the direction of U.S. monetary policy and emerging market risk assets remains powerful, but this time the rally is not just about the Fed.

Seeking Alpha • Jan 19, 2026

Schwab's SCHE ETF: Because I Am Bullish On Emerging Markets For 2026

Schwab Emerging Markets Equity ETF (SCHE) offers a compelling 44% P/E discount to the S&P500, with broad exposure to China and Asia's growth engines. SCHE's top holdings include TSMC, Tencent, and Alibaba, providing access to leading tech and consumer platforms in emerging markets. Despite long-term volatility, SCHE and peers have recently outperformed the S&P500, driven by a falling U.S. dollar and global capital rotation.

Seeking Alpha • Dec 31, 2025

IEMG Offers Broader Emerging Markets Exposure Than SCHE

IEMG commands a much larger assets under management (AUM) base and offers broader exposure with more holdings than SCHE IEMG delivered higher 1-year and 5-year returns, but with a slightly deeper maximum drawdown over five years Both ETFs show similar sector allocations and top holdings, but IEMG carries a marginally higher expense ratio These 10 Stocks Could Mint the Next Wave of Millionaires ›

The Motley Fool • Dec 23, 2025

The Big Squeeze: EM Mega Caps Up, Breadth Down

Emerging markets equity returns have been driven by extreme mega-cap concentration, with index breadth collapsing to historic lows and masking weakness across much of the opportunity set. This concentration has distorted relative results for active managers, particularly those constrained by diversification rules or broad benchmarks, as small-cap underperformance and index construction limit flexibility.

Seeking Alpha • Dec 17, 2025

SCHE: Challenger In The Low-Cost Emerging Markets ETF Landscape Without Much Appeal

Schwab Emerging Markets Equity ETF earns a hold rating due to high concentration, lower dividends, and less diversification versus IEMG. SCHE offers a lower expense ratio (0.07%) but hidden costs and sector/geographic concentration offset this advantage compared to IEMG. While SCHE has slightly lower volatility, its heavy exposure to China, Taiwan, and tech increases hidden risks versus IEMG's broader diversification.

Seeking Alpha • Oct 28, 2025

Vietnam ETFs: An Emerging Opportunity

Last week FTSE made its annual review of country classification within its global equity indices (see the announcement here). One of the most interesting changes was Vietnam's upgrade from frontier to emerging market.

ETF Trends • Oct 16, 2025

SCHE Amid Geopolitical Risks: A Cautious Emerging Markets Outlook

I view SCHE as a Hold, not a Buy, due to heightened geopolitical and currency risks in emerging markets today. SCHE and VWO are structurally similar, with only minor differences in sector and country weights; neither offers a compelling alpha case now. Diversification benefits from SCHE are limited, as global correlations remain high and US large caps already provide international exposure.

Seeking Alpha • Aug 8, 2025

SCHE: Rotation Away From U.S. Assets Could Favor Emerging Markets

Schwab Emerging Markets Equity ETF benefits from a weaker U.S. dollar and relatively stable commodity prices. Elevated U.S. interest rates remain a headwind, though some emerging economies are more resilient. SCHE is heavily concentrated in Asia, with significant exposure to China and India.

Seeking Alpha • May 12, 2025