Schwab International Equity ETFFind Ratings Reports
- Last Ratings Update:01/31/2021
- Price as of 01/31/2021 :$35.74
- Net Assets:$2,660.4 Million
- Peer Rank:100 of 324
- Investment Rating:C
We rate Schwab International Equity ETF at C. Positive factors that influence this rating include a low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 97% of its assets in stocks and may be considered for investors seeking a Non-US Equity strategy.
POSITIVES AND RISKS
Total return ranks below peers over the last three years. The Schwab International Equity ETF has returned an annual rate of 5.78% since inception. More recently, the fund has generated a total return of 1.96% in the last five years, 1.45% in the last three years, and -3.81% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 33% of them. It has also outpaced 42% of its competitors on a three year basis and 45% of them over the last year for the period ending 1/31/2021. On a year to date basis, SCHF has returned -9.63%.
Downside risk has been below average. SCHF has a draw down risk of -27.66%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 18.4%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months. As of 1/31/2021, the fund was trading at a price of $35.74, which is 4.8% below its 52-week high of $37.54 and 0.4% above its 52-week low of $35.60.
Low expense ratio helps performance. On total assets of $2.66 billion, SCHF maintains a low expense ratio compared to its Non-US Equity peers of just 0.06% to cover all operating costs. Brokerage costs for the fund to buy and sell shares are not included in the expense ratio. As SCHF is an exchange traded fund, it has no front end or back end load.
The Schwab International Equity ETF is managed by Chuck R. Craig at Charles Schwab Investment Managemen. This fund is one of 25 Charles Schwab Investment Managemen exchange-traded funds launched since 10/30/2009 that we track.