The Schwab Rising Markets Fairness ETF (NYSEMKT:SCHE) and the iShares Core MSCI Whole Worldwide Inventory ETF (NASDAQ:IXUS) differ most in geographic attain, latest efficiency, and sector make-up, whereas matching one another on value.
Each SCHE and IXUS purpose to offer worldwide fairness publicity, however their scopes are distinct. SCHE focuses solely on rising markets, whereas IXUS spans each developed and rising markets outdoors america.
This comparability examines their value, latest returns, danger, and portfolio traits to assist traders resolve which can align higher with their world allocation targets.
|
Metric |
SCHE |
IXUS |
|---|---|---|
|
Issuer |
Schwab |
IShares |
|
Expense ratio |
0.07% |
0.07% |
|
1-yr return (as of Feb. 27, 2026) |
28.5% |
34.7% |
|
Dividend yield |
2.7% |
3.0% |
|
Beta |
0.87 |
1.01 |
|
AUM |
$12.2 billion |
$54.8 billion |
Beta measures worth volatility relative to the S&P 500; beta is calculated from five-year month-to-month returns. The 1-yr return represents complete return over the trailing 12 months.
Each funds are equally reasonably priced, charging a 0.07% expense ratio, however IXUS affords a barely increased dividend yield at 3.0% in comparison with SCHE’s 2.7% — a modest distinction that would enchantment to these looking for extra earnings from worldwide equities.
|
Metric |
SCHE |
IXUS |
|---|---|---|
|
Max drawdown (5 y) |
-33.76% |
-30.05% |
|
Progress of $1,000 over 5 years |
$1,074 |
$1,333 |
IXUS tracks a broad index of non-U.S. equities, providing publicity to greater than 4,100 holdings throughout developed and rising markets. Its largest sector allocations are Monetary Companies (21%), Industrials (15%), and Primary Supplies (13%).
The highest holdings embrace Taiwan Semiconductor Manufacturing at 3.61%, Samsung Electronics at 1.64%, and ASML Holding at 1.30%. The fund’s 13.4-year historical past provides to its enchantment for these looking for long-term worldwide diversification.
SCHE, against this, is concentrated solely on rising markets, with a notable tilt towards Know-how (25%), Monetary Companies (22%), and Shopper Cyclical (12%). Its prime holdings are Taiwan Semiconductor Manufacturing at 14.75%, Tencent Holdings at 3.85%, and Alibaba Group at 3.11%, reflecting larger weight in a handful of huge Asian tech corporations. Neither fund employs distinctive structural quirks or overlays.
For extra steering on ETF investing, take a look at the total information at this hyperlink.
Selecting between the Schwab Rising Markets Fairness ETF (SCHE) and the iShares Core MSCI Whole Worldwide Inventory ETF (IXUS) comes all the way down to what sort of worldwide publicity you’re on the lookout for.
