Nuvn PA Mun Val Shs of Benef Interest

JPMorgan BetaBuilders Canada ETF

Fisker

Stewart Information Services

First Trust Multi Cap Value AlphaDEX Fund

IQ Real Return ETF

Gold Fields Ltd.

Sotheby's

Vail Resorts

Schwab Emerging Markets Equity ETF

SCHE tracks an index of emerging markets companies weighted by market cap.

SCHE is a 14-year-old ETF offering exposure to over 2000 stocks from 20 emerging markets, generating 17% returns in the past year. When compared to VWO the largest EM-themed ETF, SCHE doesn't have any major flaws, but the former still offers an edge with its structural qualities. We close with some thoughts on why SCHE's portfolio of EM equities may not be the worst idea around.

SCHE ETF: Not A Buy, But Not The Worst Option Around Either

The article evaluates the Schwab Emerging Markets Equity ETF and I downgrade my outlook to "hold" due to headwinds and under-performance compared to the S&P 500.

SCHE: I See More Downside Than Upside For Emerging Markets (Rating Downgrade)

Schwab Emerging Markets Equity ETF aims to track the performance of the FTSE Emerging Index and offers exposure to over 20 emerging market countries. Top holdings of SCHE include Taiwan Semiconductor Manufacturing Company, Tencent Holdings, Alibaba Group Holding, Reliance Industries, and HDFC Bank. The Fund provides a well-diversified sector composition and regional exposure, mitigating concentration risks and offering exposure to various industries and emerging market countries.

SCHE: Great Fund, Terrible Cycle

WisdomTree Emerging Markets High Dividend Fund

WisdomTree Emerging Markets Quality Dividend Growth Fund

WisdomTree Emerging Markets SmallCap Dividend Fund

WisdomTree Emerging Markets Multifactor Fund

iShares MSCI EM ESG Optimized ETF

Schwab Fundamental Emerging Markets Large Co. Index ETF

SPDR Portfolio Emerging Markets ETF

Vanguard FTSE Emerging Markets ETF

Wisdomtree Trust-Wisdomtree Emerging Markets EX-China Fund

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

By Jeff Weniger, CFA, Head of Equity Strategy Key Takeaways South Korea's classification as an “emerging” or “developed” market affects funds' allocations, with some emerging markets funds having no exposure to the country. The “Korea Discount” refers to the low valuations placed on South Korea's stocks relative to stocks in other countries.

If Korea's Stock Market Follows Japan, Many Emerging Markets Funds Won't Have It

iShares MSCI Emerging Markets ETF

iShares Core MSCI Emerging Markets ETF

Supported by the ongoing U.S.-led global economic growth, the macroeconomic outlook for emerging markets seems to be improving since late 2023. Encouraging indicators favoring the growth potential of EMs can result in investors shifting their focus away from the latter.

Unlock Opportunities With Emerging Market ETFs

CSOP FTSE China A50 ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF

Xtrackers MSCI China A Inclusion Equity ETF

Avantis Emerging Markets Equity ETF

Avantis Emerging Markets Value ETF

VanEck Vectors Brazil Small-Cap ETF

Direxion Daily MSCI Brazil Bull 2X Shares

ProShares UltraShort MSCI Brazil Capped

Morgan Stanley China A Share Fund Inc

Direxion Daily CSI 300 China A Share Bull 2X Shares

VanEck Vectors ChinaAMC SME-ChiNext ETF

iShares MSCI China A ETF

WisdomTree China ex-State-Owned Enterprises Fund

Xtrackers MSCI Emerging Markets Hedged Equity ETF

Dimensional Emerging Markets Value ETF

Franklin Emerging Market Core

Direxion Daily Emerging Markets Bull 3X Shares

Direxion Daily Emerging Markets Bear 3X Shares

ProShares Ultra MSCI Emerging Markets

ProShares UltraShort MSCI Emerging Markets

Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF

Franklin Templeton Emerging Markets Fund

Global X Next Emerging & Frontier ETF

iShares MSCI Emerging Markets ex China ETF

WisdomTree India Earnings Fund

ProShares Short MSCI Emerging Markets

iShares MSCI Brazil ETF

iShares MSCI Brazil Small-Cap ETF

First Trust Brazil AlphaDEX Fund

First Trust Emerging Markets AlphaDEX Fund

Franklin FTSE Brazil ETF

Franklin FTSE India ETF

iShares MSCI Frontier 100 ETF

Freedom 100 Emerging Markets ETF

iShares Currency Hedged MSCI Emerging Markets ETF

Morgan Stanley India Investment Fund Inc

Columbia India Consumer ETF

iShares MSCI India ETF

Nifty India Financials ETF

Direxion Daily MSCI India Bull 2X Shares

iShares India 50 ETF

JPMorgan Emerging Markets Equity Core ETF

KraneShares MSCI All China Index ETF

KraneShares Bosera MSCI China A Share ETF

KraneShares SSE STAR Market 50 Index ETF

iShares ESG MSCI EM Leaders ETF

PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF

First Trust India NIFTY 50 Equal Weight ETF

Invesco India ETF

First Trust RiverFront Dynamic Emerging Markets ETF

Hartford Multifactor Emerging Markets ETF

iShares MSCI India Small Cap ETF

Emerging markets continued to expand at a solid pace midway into the first quarter of 2024, supported by broad-based expansion across both manufacturing and service sectors.

Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures

Emerging markets have taken solace in the view that the U.S. hiking cycle is over, helping deliver strong returns in 2023. Slowing global inflation has been due to sharply lower core goods inflation, while service prices have remained stickier.

EM Central Banks: More Easing In The Cards?

By Ed Agostino After the great financial crisis, China's appetite for commodities and technology fueled a global economic recovery. The rest of the world recovered and then grew, largely on the back of China's incredible transformation.

Are Chinese Stocks Un-Investable?

SCHE primarily invests in mid and large caps, with minimal exposure to small caps, and has a low expense ratio and high liquidity. The ETF has underperformed in recent years due to overexposure to China, while other less-exposed markets performed better. In my opinion, the outlook for emerging markets in 2024 will be neutral, with uncertainties in China and Taiwan.

SCHE: Diversifying Through Emerging Markets In 2024

Emerging markets will also be looking closely at economic conditions in mainland China, which will be a key determinant of broader emerging market growth in 2024. A key reason for diverging emerging and developed market performance was the marked variation in demand conditions.

Emerging Markets Conclude 2023 On Better Note Than Developed Markets

Schwab Emerging Markets Equity ETF tracks the FTSE Emerging Index and has a 3% yield. Almost one third of assets is invested in Chinese companies and the heaviest sector is financials. Among close competitors, SPEM and VWO show more attractive characteristics.

SCHE: A Fair Emerging Market Fund, But Not The Best

As China stocks continue to fall, investors may want to ensure their emerging markets exposure diversifies away from the country. China stocks have been pressured by a weakening yuan and waning investor optimism toward the world's second-largest economy.

Diversify Emerging Markets Exposure Away from Falling China Stocks

Eni SpA Sponsored ADR

The opportunity set is wide and growing wider in emerging markets, according to Franklin Templeton Emerging Markets Equity. The BRICS summit in South Africa in August announced the expansion of the group to include potentially six new members in early 2024.

Emerging Markets Insights: From BRICS To BRICS+

Many investors are wondering if it's the right time to add exposure to emerging markets. With ongoing market uncertainty and the possibility of a recession, investors may be wary to add exposure to riskier segments of the market.

Why Now Could Be the Right Time to Invest in Emerging Markets

Goldman Sachs ActiveBeta Emerging Markets Equity ETF

Invesco FTSE RAFI Emerging Markets ETF

Investors have pulled back but stocks could take off if intensified steps to bolster the post-Covid-19 recovery pan out.

8 Funds to Consider if China's Efforts to Revive Economy Gain Traction

J.P. Morgan Diversified Return Emerging Markets Equity ETF

Many emerging markets investors are looking to diversify away companies under Chinese President Xi Jinping's control without sacrificing performance. A solution for investors may be the Hartford Multifactor Emerging Markets ETF (ROAM), which underweights mega-cap tech and China compared to category peers and the benchmark MSCI Emerging Markets index.

Diversify Emerging Markets Exposure Away From Xi's Control With ROAM

The Schwab Emerging Markets Equity ETF has attractive valuations and improving fundamentals in emerging markets, but its high exposure to China and its underperformance compared to the S&P 500 makes it a risky investment. Despite a decline in 2022, SCHE has stabilized in 2023, and its valuation is more attractive, with the revised Buffett Indicator showing that the market valuation of the top countries in SCHE's portfolio as either fair or cheap. However, the ETF's high exposure to China, which faces potential long-term economic challenges, and its underperformance compared to the S&P 500 due to the higher risk of emerging markets, make it a less desirable long-term holding for investors.

SCHE: Attractive Valuation But Exposure To China Is Way Too High

SCHE, and emerging markets more broadly, have had a decent start to 2023. I think this is a story that can continue in the months ahead. The base case is that the U.S. and other developed markets may be entering a recessionary period. By contrast, many emerging markets like China are expected to see stronger growth.

SCHE: I See Emerging Markets As A Buy Now (Rating Upgrade)

The liquidity crisis impacting selected developed market banks has unnerved emerging market investors. Markets have recovered from the turmoil following the liquidity crisis impacting some banks in the United States and Europe.

Emerging Markets Insights: Emerging Market Banks Are Resilient

SCHE's portfolio is less risky, due to high level of diversification, low expense ratio, lower volatility, and investing in right sectors in the most promising EMs. SCHE has been paying low but decent yields. Lower risk and potential growth of equities in emerging markets are expected to sustain the current level of yield.

SCHE: Robust Emerging Market Fund, Offering Decent Yield And Total Returns

Emerging markets have weathered tightening financial conditions. We now see a relatively good backdrop for EM assets as EM rates peak and China reopens.

Brighter Backdrop For Emerging Assets

In an economic downturn, higher-growth EM stocks that have derated and have strong and stable earnings could outperform, in our opinion. In China, we are cautiously positive on possible policy changes ahead and early signs of a roadmap out of zero-COVID.

Emerging Markets Equities: Positioned For A Rebound?

VanEck Vectors Russia ETF

Global X MSCI Vietnam ETF

VanEck Vectors Vietnam ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play at either angle. For this edition of Bull vs.

Bull vs. Bear: Does a Portfolio Need a Frontier Markets Allocation?

Vident Core U.S. Bond Strategy ETF

Two ETFs SCHE and VBND traded with an outsized volume yesterday.

2 ETFs to Watch for Outsized Volume on Emerging Market & Broad Market

Schwab Emerging Markets Equity ETF tracks The Financial Times Stock Exchange 100 Index (FTSE) emerging Index, less fees and expenses. SCHE invests in over 20 emerging markets with its largest stakes in China and India.

SCHE: A Stable Foray Into Large- And Mid-Cap Emerging Markets

News for Schwab Emerging Markets Equity ETF ETF (SCHE)