FNDE vs IGM
Comparison between SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF (FNDE, ETF) and ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF).
5-Year PerformanceIGM has outperformed FNDE, delivering a return of +21.3% compared to +11.0%
FNDE vs IGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FNDE
$9.40B
Winner
IGM
$9.50B
Expense Ratio
FNDE
0.39%
IGM
0.39%
Max Drawdown
Winner
FNDE
45.41%
IGM
65.59%
Sharpe Ratio
FNDE
2.05
Winner
IGM
2.20
5Y Beta
Winner
FNDE
0.67
IGM
1.40
P/E Ratio
FNDE
N/A
IGM
41.44
Forward P/E
FNDE
N/A
IGM
24.21
5Y Dividends CAGR
Winner
FNDE
11.49%
IGM
6.80%
5Y EPS CAGR
FNDE
N/A
IGM
31.19%
Debt to Equity
FNDE
N/A
IGM
43.84%
P/S Ratio
FNDE
N/A
IGM
7.61
P/B Ratio
FNDE
N/A
IGM
9.23
FNDE vs IGM - Holdings Comparison
FNDE and IGM have 1 common holdings. Overlap is -0.02%
FNDE's top 25 holdings weight is 40.07%. IGM's top 25 holdings weight is 70.44%.
| Rank | FNDE | IGM |
|---|---|---|
| #1 | n/a (n/a) - 6.17% | BROADCOM INC (AVGO) - 8.97% |
| #2 | VALE SA (n/a) - 2.96% | NVIDIA CORP (NVDA) - 7.85% |
| #3 | n/a (n/a) - 2.96% | APPLE INC (AAPL) - 7.81% |
| #4 | n/a (n/a) - 2.96% | MICROSOFT CORP (MSFT) - 7.52% |
| #5 | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 2.77% | ALPHABET INC CLASS A (GOOGL) - 5.07% |
| #6 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.73% | ALPHABET INC CLASS C (GOOG) - 4.03% |
| #7 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.47% | META PLATFORMS INC CLASS A (META) - 3.63% |
| #8 | TENCENT HOLDINGS LTD (n/a) - 1.68% | MICRON TECHNOLOGY INC (MU) - 3.50% |
| #9 | n/a (n/a) - 1.53% | ADVANCED MICRO DEVICES INC (AMD) - 3.00% |
| #10 | JD.COM INC ADR (JD) - 1.43% | INTEL CORP (INTC) - 2.42% |
| #11 | n/a (n/a) - 1.42% | NETFLIX INC (NFLX) - 2.07% |
| #12 | PETROCHINA CO LTD CLASS H (n/a) - 1.34% | CISCO SYSTEMS INC (CSCO) - 1.97% |
| #13 | MEDIATEK INC (n/a) - 1.31% | n/a (PLTR) - 1.80% |
| #14 | BANK OF CHINA LTD CLASS H (n/a) - 1.16% | LAM RESEARCH CORP (LRCX) - 1.74% |
| #15 | SASOL LTD (n/a) - 1.04% | APPLIED MATERIALS INC (AMAT) - 1.67% |
| #16 | CHINA PETROLEUM & CHEMICAL CORP CLASS H (n/a) - 1.02% | ORACLE CORP (ORCL) - 1.65% |
| #17 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.01% | TEXAS INSTRUMENTS INC (TXN) - 1.37% |
| #18 | RELIANCE INDUSTRIES LTD (n/a) - 0.89% | KLA CORP (KLAC) - 1.21% |
| #19 | n/a (n/a) - 0.82% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.16% |
| #20 | n/a (n/a) - 0.75% | ANALOG DEVICES INC (ADI) - 1.05% |
| #21 | STATE BANK OF INDIA (n/a) - 0.34% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.21% |
| #22 | SOC QUIMICA Y MINERA CHILE B PREFERENCE (n/a) - 0.33% | ROPER TECHNOLOGIES INC (ROP) - 0.20% |
| #23 | QUANTA COMPUTER INC (n/a) - 0.33% | JABIL INC (JBL) - 0.19% |
| #24 | XIAOMI CORP CLASS B (n/a) - 0.33% | FLEX LTD (FLEX) - 0.18% |
| #25 | TUPRAS-TURKIYE PETROL RAFINELERI AS (n/a) - 0.32% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.17% |
| Total Holdings | 353 | 251 |
FNDE vs IGM - Historical Returns
Returns include dividend reinvestment.
1M
FNDE
+3.19%
Winner
IGM
+18.51%
3M
FNDE
+4.29%
Winner
IGM
+24.96%
6M
FNDE
+14.55%
Winner
IGM
+21.38%
1Y
FNDE
+35.80%
Winner
IGM
+50.90%
5Y(CAGR)
FNDE
+10.98%
Winner
IGM
+21.27%
10Y(CAGR)
FNDE
+11.50%
Winner
IGM
+24.62%
Max(CAGR)
FNDE
+7.31%
Winner
IGM
+12.54%
FNDE vs IGM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | FNDE | IGM |
|---|---|---|
| 2026 | +12.30% | +19.59% |
| 2025 | +30.23% | +26.55% |
| 2024 | +13.79% | +40.71% |
| 2023 | +14.35% | +60.79% |
| 2022 | -16.36% | -36.30% |
| 2021 | +14.20% | +27.74% |
| 2020 | -4.49% | +42.37% |
| 2019 | +19.23% | +40.83% |
| 2018 | -11.71% | +0.88% |
| 2017 | +24.66% | +36.21% |
| 2016 | +36.22% | +15.44% |
| 2015 | -19.29% | +9.72% |
| 2014 | -8.71% | +15.91% |
| 2013 | +7.53% | +30.12% |
| 2012 | N/A | +12.93% |
| 2011 | N/A | -2.46% |
| 2010 | N/A | +10.41% |
| 2009 | N/A | +56.01% |
| 2008 | N/A | -42.38% |
| 2007 | N/A | +15.95% |
| 2006 | N/A | +6.51% |
| 2005 | N/A | +2.73% |
| 2004 | N/A | +2.37% |
| 2003 | N/A | +46.02% |
| 2002 | N/A | -41.77% |
| 2001 | N/A | -4.99% |
FNDE vs IGM Drawdown Comparison
The maximum drawdown for FNDE was -43.56%, occurring on Jan 20, 2016. Recovery took 721 trading sessions.
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The current FNDE drawdown is -0.93%. The current IGM drawdown is -0.45%.
| Rank | FNDE | IGM |
|---|---|---|
| #1 | -43.56% Sep 3, 2014 - Jul 14, 2017 | -65.59% May 22, 2001 - Feb 7, 2011 |
| #2 | -39.99% Jan 26, 2018 - Feb 9, 2021 | -40.68% Nov 19, 2021 - Dec 19, 2023 |
| #3 | -29.43% Feb 16, 2022 - May 15, 2024 | -30.18% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -18.39% Oct 7, 2024 - Jun 11, 2025 | -26.38% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -14.52% Oct 22, 2013 - Jul 2, 2014 | -24.18% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -10.23% Feb 25, 2026 - May 5, 2026 | -20.11% Feb 17, 2011 - Feb 3, 2012 |
| #7 | -8.91% Jul 12, 2024 - Sep 24, 2024 | -18.93% Mar 23, 2001 - Apr 18, 2001 |
| #8 | -8.45% Oct 20, 2021 - Jan 12, 2022 | -17.31% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -6.90% Jun 10, 2021 - Oct 15, 2021 | -16.44% Oct 29, 2025 - Apr 16, 2026 |
| #10 | -5.21% May 17, 2024 - Jul 11, 2024 | -14.79% Jul 10, 2024 - Oct 14, 2024 |
| #11 | -5.10% Sep 18, 2013 - Oct 18, 2013 | -13.30% Apr 2, 2012 - Sep 14, 2012 |
| #12 | -4.49% May 7, 2021 - May 28, 2021 | -12.78% Sep 2, 2020 - Dec 1, 2020 |
| #13 | -4.36% Mar 11, 2021 - Apr 15, 2021 | -12.72% Jul 20, 2015 - Oct 23, 2015 |
| #14 | -4.32% Oct 6, 2025 - Oct 20, 2025 | -11.46% Apr 29, 2019 - Jul 3, 2019 |
| #15 | -4.12% Feb 17, 2021 - Mar 11, 2021 | -11.13% Sep 14, 2012 - Feb 1, 2013 |
Correlation
Correlation between FNDE and IGM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2004 - 2026)
FNDE vs IGM dividend yield comparison.
| Year | FNDE | IGM |
|---|---|---|
| 2026 | 0.00% | 0.03% |
| 2025 | 4.19% | 0.17% |
| 2024 | 4.82% | 0.22% |
| 2023 | 4.74% | 0.33% |
| 2022 | 5.59% | 0.66% |
| 2021 | 4.32% | 0.16% |
| 2020 | 2.50% | 0.32% |
| 2019 | 3.47% | 0.50% |
| 2018 | 2.98% | 0.57% |
| 2017 | 2.05% | 0.57% |
| 2016 | 1.65% | 0.90% |
| 2015 | 2.02% | 0.79% |
| 2014 | 1.36% | 0.88% |
| 2013 | 0.51% | 0.78% |
| 2012 | 0.00% | 0.94% |
| 2011 | 0.00% | 0.60% |
| 2010 | 0.00% | 0.41% |
| 2009 | 0.00% | 0.36% |
| 2008 | 0.00% | 0.58% |
| 2007 | 0.00% | 0.19% |
| 2006 | 0.00% | 0.08% |
| 2005 | 0.00% | 0.14% |
| 2004 | 0.00% | 0.70% |
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