All Portfolio w HSA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
All Portfolio w HSA
Currency in USD · Last updated May 9, 2025
Asset Allocation
Every 3 months
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in All Portfolio w HSA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
All Portfolio w HSA
Benchmark (^GSPC)
Portfolio components
The earliest data available for this chart is Oct 24, 2013, corresponding to the inception date of FTEC
Returns By Period
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.70% | 13.67% | -5.18% | 9.18% | 14.14% | 10.43% |
| All Portfolio w HSA | -0.03% | 14.22% | -3.80% | 7.50% | 11.82% | N/A |
| Portfolio components: | ||||||
VNQ | 0.45% | 11.00% | -4.37% | 13.24% | 7.43% | N/A |
FTEC Fidelity MSCI Information Technology Index ETF | -7.99% | 21.52% | -8.44% | 11.54% | 18.93% | 19.06% |
SWISX Schwab International Index Fund | 12.91% | 16.63% | 7.87% | 10.87% | 11.71% | 5.55% |
DFFVX DFA U.S. Targeted Value Portfolio | -7.74% | 14.38% | -12.55% | -1.46% | 16.18% | 4.67% |
SWPPX Schwab S&P 500 Index Fund | -3.30% | 13.73% | -4.57% | 10.62% | 15.87% | 12.14% |
SWEGX Schwab MarketTrack All Equity Portfolio™ | 0.90% | 14.31% | -7.58% | 3.27% | 9.83% | 4.80% |
DFIVX DFA International Value Portfolio | 13.73% | 15.81% | 8.81% | 12.91% | 17.42% | 5.53% |
DFCEX DFA Emerging Markets Core Equity Fund | 3.71% | 14.27% | -1.88% | 5.12% | 10.40% | 4.47% |
VFIFX Vanguard Target Retirement 2050 Fund | 1.65% | 13.26% | -1.00% | 9.73% | 9.69% | 7.22% |
DFISX DFA International Small Company Portfolio | 12.10% | 16.84% | 7.66% | 12.31% | 10.96% | 4.00% |
VDIGX Vanguard Dividend Growth Fund | -2.94% | 9.24% | -13.63% | -6.81% | 6.85% | 6.13% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -8.71% | 15.15% | -14.35% | 0.01% | 8.37% | 3.00% |
AADEX American Beacon Large Cap Value Fund | -0.46% | 11.49% | -13.94% | -4.16% | 5.88% | 0.39% |
VGT Vanguard Information Technology ETF | -8.02% | 21.43% | -8.47% | 11.41% | 18.79% | 19.31% |
VOO | -3.28% | 13.71% | -4.52% | 10.70% | 15.89% | N/A |
VEA Vanguard FTSE Developed Markets ETF | 12.04% | 16.82% | 6.79% | 10.14% | 11.59% | 5.66% |
EWX SPDR S&P Emerging Markets Small Cap ETF | -1.71% | 15.47% | -6.76% | 2.99% | 12.27% | 4.85% |
VYMI | 13.16% | 15.74% | 7.90% | 14.56% | 14.87% | N/A |
VONV | 0.50% | 11.05% | -3.75% | 7.95% | 13.47% | N/A |
VSS | 6.89% | 17.40% | 2.36% | 7.51% | 9.65% | N/A |
DLS WisdomTree International SmallCap Dividend | 11.44% | 16.62% | 7.92% | 11.48% | 10.26% | 4.79% |
VWO | 4.38% | 15.12% | -1.88% | 9.72% | 7.99% | N/A |
VIOO Vanguard S&P Small-Cap 600 ETF | -9.80% | 14.14% | -15.05% | -2.25% | 12.13% | 7.51% |
IJS iShares S&P SmallCap 600 Value ETF | -12.63% | 13.18% | -16.91% | -3.50% | 12.75% | 6.51% |
IVV iShares Core S&P 500 ETF | -3.33% | 13.74% | -4.58% | 10.62% | 15.86% | 12.38% |
VTV | 0.00% | 9.53% | -4.18% | 7.95% | 14.41% | N/A |
VUG | -5.35% | 17.75% | -4.30% | 13.74% | 16.72% | N/A |
*Annualized
Monthly Returns
The table below presents the monthly returns of All Portfolio w HSA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.47% | -0.82% | -3.23% | -0.14% | 1.80% | -0.03% | |||||||
| 2024 | -1.06% | 3.51% | 3.07% | -3.78% | 4.40% | 0.58% | 3.96% | 1.53% | 2.06% | -2.44% | 4.62% | -4.11% | 12.45% |
| 2023 | 7.84% | -2.69% | 0.99% | 0.72% | -1.57% | 5.86% | 3.95% | -3.12% | -4.32% | -3.43% | 8.72% | 6.36% | 19.66% |
| 2022 | -4.33% | -1.78% | 1.30% | -7.25% | 0.82% | -8.22% | 7.00% | -3.85% | -9.55% | 7.03% | 7.54% | -4.66% | -16.59% |
| 2021 | 0.62% | 4.20% | 3.30% | 3.68% | 1.85% | 0.91% | 0.08% | 2.14% | -3.54% | 4.38% | -2.52% | -0.08% | 15.70% |
| 2020 | -2.15% | -7.75% | -16.29% | 10.92% | 4.62% | 3.11% | 4.37% | 5.43% | -2.99% | -1.28% | 13.10% | 4.99% | 13.14% |
| 2019 | 8.42% | 2.94% | 0.50% | 3.41% | -6.28% | 6.27% | 0.22% | -2.50% | 2.58% | 2.49% | 2.51% | 3.06% | 25.40% |
| 2018 | 4.46% | -4.04% | -0.78% | 0.46% | 1.68% | -0.45% | 2.74% | 1.36% | -0.49% | -7.74% | 1.56% | -8.32% | -9.97% |
| 2017 | 2.24% | 2.57% | 0.95% | 1.37% | 1.09% | 1.05% | 2.30% | 0.04% | 2.87% | 1.82% | 2.03% | 0.84% | 20.92% |
| 2016 | 4.61% | 1.07% | 0.76% | -0.14% | 4.42% | 0.66% | 0.89% | -2.15% | 3.04% | 1.82% | 15.79% |
Expense Ratio
All Portfolio w HSA has an expense ratio of 0.15%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of All Portfolio w HSA is 29, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Overall Rank
Sharpe Ratio Rank
Sortino Ratio Rank
Omega Ratio Rank
Calmar Ratio Rank
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Portfolio components
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VNQ | 0.74 | 1.11 | 1.15 | 0.55 | 2.41 |
FTEC Fidelity MSCI Information Technology Index ETF | 0.39 | 0.71 | 1.10 | 0.40 | 1.33 |
SWISX Schwab International Index Fund | 0.65 | 0.98 | 1.13 | 0.79 | 2.28 |
DFFVX DFA U.S. Targeted Value Portfolio | -0.06 | 0.09 | 1.01 | -0.05 | -0.14 |
SWPPX Schwab S&P 500 Index Fund | 0.55 | 0.90 | 1.13 | 0.58 | 2.23 |
SWEGX Schwab MarketTrack All Equity Portfolio™ | 0.18 | 0.37 | 1.06 | 0.16 | 0.56 |
DFIVX DFA International Value Portfolio | 0.78 | 1.11 | 1.16 | 0.88 | 3.36 |
DFCEX DFA Emerging Markets Core Equity Fund | 0.34 | 0.53 | 1.07 | 0.29 | 0.84 |
VFIFX Vanguard Target Retirement 2050 Fund | 0.64 | 0.99 | 1.14 | 0.67 | 2.96 |
DFISX DFA International Small Company Portfolio | 0.78 | 1.13 | 1.16 | 0.86 | 2.70 |
VDIGX Vanguard Dividend Growth Fund | -0.39 | -0.34 | 0.94 | -0.26 | -0.69 |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.00 | 0.16 | 1.02 | -0.01 | -0.03 |
AADEX American Beacon Large Cap Value Fund | -0.22 | -0.13 | 0.98 | -0.15 | -0.39 |
VGT Vanguard Information Technology ETF | 0.39 | 0.71 | 1.10 | 0.41 | 1.34 |
VOO | 0.56 | 0.92 | 1.13 | 0.58 | 2.25 |
VEA Vanguard FTSE Developed Markets ETF | 0.59 | 0.95 | 1.13 | 0.76 | 2.29 |
EWX SPDR S&P Emerging Markets Small Cap ETF | 0.17 | 0.28 | 1.04 | 0.10 | 0.31 |
VYMI | 0.90 | 1.33 | 1.18 | 1.14 | 3.95 |
VONV | 0.50 | 0.82 | 1.12 | 0.53 | 1.92 |
VSS | 0.46 | 0.74 | 1.10 | 0.42 | 1.53 |
DLS WisdomTree International SmallCap Dividend | 0.70 | 1.06 | 1.15 | 0.91 | 2.44 |
VWO | 0.53 | 0.80 | 1.11 | 0.46 | 1.50 |
VIOO Vanguard S&P Small-Cap 600 ETF | -0.10 | 0.02 | 1.00 | -0.09 | -0.25 |
IJS iShares S&P SmallCap 600 Value ETF | -0.15 | -0.04 | 1.00 | -0.12 | -0.36 |
IVV iShares Core S&P 500 ETF | 0.55 | 0.90 | 1.13 | 0.57 | 2.23 |
VTV | 0.52 | 0.86 | 1.12 | 0.58 | 2.15 |
VUG | 0.56 | 0.91 | 1.13 | 0.59 | 2.01 |
All Portfolio w HSA
Benchmark (^GSPC)
Portfolio components
Dividends
Dividend yield
All Portfolio w HSA provided a 2.27% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.27% | 2.31% | 2.25% | 2.28% | 2.24% | 1.77% | 2.37% | 2.64% | 2.06% | 2.12% | 2.19% | 2.12% |
| Portfolio components: | ||||||||||||
VNQ | 4.10% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
FTEC Fidelity MSCI Information Technology Index ETF | 0.53% | 0.49% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% | 1.09% |
SWISX Schwab International Index Fund | 2.92% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
DFFVX DFA U.S. Targeted Value Portfolio | 1.64% | 1.40% | 1.44% | 1.38% | 1.41% | 1.52% | 1.35% | 1.24% | 1.20% | 1.00% | 1.36% | 0.97% |
SWPPX Schwab S&P 500 Index Fund | 1.27% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
SWEGX Schwab MarketTrack All Equity Portfolio™ | 7.51% | 7.58% | 3.15% | 4.93% | 3.90% | 6.78% | 6.54% | 4.85% | 3.49% | 4.54% | 11.29% | 1.37% |
DFIVX DFA International Value Portfolio | 3.50% | 3.94% | 4.40% | 3.78% | 4.27% | 2.43% | 3.70% | 3.31% | 2.85% | 3.37% | 3.45% | 4.89% |
DFCEX DFA Emerging Markets Core Equity Fund | 3.34% | 3.42% | 3.53% | 3.77% | 2.59% | 1.70% | 2.42% | 2.33% | 1.92% | 1.99% | 2.28% | 2.04% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.16% | 2.19% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% |
DFISX DFA International Small Company Portfolio | 3.06% | 3.39% | 3.01% | 3.51% | 6.17% | 1.71% | 4.54% | 7.74% | 5.52% | 5.28% | 4.47% | 5.99% |
VDIGX Vanguard Dividend Growth Fund | 1.92% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.82% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% | 6.98% |
AADEX American Beacon Large Cap Value Fund | 1.90% | 1.90% | 1.78% | 1.78% | 1.37% | 2.00% | 2.26% | 2.36% | 1.87% | 2.18% | 2.12% | 2.30% |
VGT Vanguard Information Technology ETF | 0.56% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
VOO | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
VEA Vanguard FTSE Developed Markets ETF | 2.93% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
EWX SPDR S&P Emerging Markets Small Cap ETF | 2.95% | 2.90% | 2.32% | 3.00% | 2.77% | 2.24% | 2.73% | 3.26% | 2.30% | 2.46% | 3.04% | 2.74% |
VYMI | 4.29% | 4.84% | 4.58% | 4.71% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% | 0.00% |
VONV | 2.03% | 1.97% | 2.09% | 2.23% | 1.67% | 2.25% | 2.30% | 2.56% | 2.18% | 2.39% | 2.38% | 2.10% |
VSS | 3.22% | 3.44% | 3.14% | 2.30% | 2.74% | 1.90% | 3.25% | 2.80% | 2.83% | 2.93% | 2.66% | 2.67% |
DLS WisdomTree International SmallCap Dividend | 3.86% | 4.56% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% |
VWO | 3.09% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.65% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
IJS iShares S&P SmallCap 600 Value ETF | 2.04% | 1.78% | 1.42% | 1.47% | 1.52% | 1.00% | 1.66% | 1.75% | 1.41% | 1.22% | 1.59% | 1.41% |
IVV iShares Core S&P 500 ETF | 1.37% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
VTV | 2.33% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
VUG | 0.50% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
All Portfolio w HSA
Benchmark (^GSPC)
Portfolio components
Worst Drawdowns
The table below displays the maximum drawdowns of the All Portfolio w HSA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the All Portfolio w HSA was 35.39%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current All Portfolio w HSA drawdown is 4.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.39% | Jan 21, 2020 | 44 | Mar 23, 2020 | 161 | Nov 9, 2020 | 205 |
| -27.89% | Nov 9, 2021 | 225 | Sep 30, 2022 | 406 | May 14, 2024 | 631 |
| -19.36% | Jan 29, 2018 | 229 | Dec 24, 2018 | 211 | Oct 25, 2019 | 440 |
| -16.51% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -7.42% | Jul 17, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
Volatility
Volatility Chart
The current All Portfolio w HSA volatility is 8.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
All Portfolio w HSA
Benchmark (^GSPC)
Portfolio components
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 27 assets, with an effective number of assets of 6.28, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
| ^GSPC | VNQ | EWX | DFCEX | VWO | FTEC | VGT | IJS | VDIGX | VUG | DFFVX | DFISX | VIOO | DFIVX | DLS | SWSSX | VYMI | VTV | SWISX | VSS | AADEX | VONV | VEA | SWPPX | IVV | VOO | SWEGX | VFIFX | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.59 | 0.64 | 0.66 | 0.67 | 0.90 | 0.90 | 0.74 | 0.85 | 0.94 | 0.75 | 0.72 | 0.78 | 0.71 | 0.74 | 0.81 | 0.73 | 0.86 | 0.77 | 0.77 | 0.85 | 0.87 | 0.80 | 1.00 | 1.00 | 1.00 | 0.94 | 0.95 | 0.93 |
| VNQ | 0.59 | 1.00 | 0.42 | 0.39 | 0.40 | 0.45 | 0.46 | 0.59 | 0.65 | 0.51 | 0.54 | 0.49 | 0.61 | 0.46 | 0.52 | 0.60 | 0.51 | 0.62 | 0.51 | 0.52 | 0.57 | 0.65 | 0.53 | 0.59 | 0.60 | 0.60 | 0.62 | 0.60 | 0.63 |
| EWX | 0.64 | 0.42 | 1.00 | 0.85 | 0.90 | 0.59 | 0.59 | 0.55 | 0.54 | 0.60 | 0.56 | 0.72 | 0.57 | 0.70 | 0.73 | 0.60 | 0.78 | 0.59 | 0.73 | 0.84 | 0.61 | 0.61 | 0.76 | 0.64 | 0.65 | 0.65 | 0.70 | 0.74 | 0.74 |
| DFCEX | 0.66 | 0.39 | 0.85 | 1.00 | 0.91 | 0.61 | 0.61 | 0.55 | 0.54 | 0.62 | 0.58 | 0.75 | 0.57 | 0.73 | 0.72 | 0.59 | 0.78 | 0.59 | 0.75 | 0.82 | 0.62 | 0.61 | 0.77 | 0.66 | 0.66 | 0.66 | 0.72 | 0.77 | 0.76 |
| VWO | 0.67 | 0.40 | 0.90 | 0.91 | 1.00 | 0.62 | 0.63 | 0.55 | 0.54 | 0.64 | 0.57 | 0.74 | 0.57 | 0.73 | 0.75 | 0.60 | 0.81 | 0.59 | 0.76 | 0.84 | 0.62 | 0.61 | 0.79 | 0.66 | 0.67 | 0.67 | 0.73 | 0.78 | 0.77 |
| FTEC | 0.90 | 0.45 | 0.59 | 0.61 | 0.62 | 1.00 | 1.00 | 0.57 | 0.65 | 0.96 | 0.58 | 0.62 | 0.64 | 0.57 | 0.63 | 0.69 | 0.60 | 0.63 | 0.67 | 0.68 | 0.64 | 0.65 | 0.69 | 0.89 | 0.89 | 0.89 | 0.80 | 0.85 | 0.81 |
| VGT | 0.90 | 0.46 | 0.59 | 0.61 | 0.63 | 1.00 | 1.00 | 0.57 | 0.66 | 0.96 | 0.58 | 0.62 | 0.64 | 0.57 | 0.63 | 0.70 | 0.60 | 0.63 | 0.67 | 0.68 | 0.64 | 0.65 | 0.69 | 0.89 | 0.90 | 0.90 | 0.81 | 0.85 | 0.81 |
| IJS | 0.74 | 0.59 | 0.55 | 0.55 | 0.55 | 0.57 | 0.57 | 1.00 | 0.69 | 0.59 | 0.96 | 0.64 | 0.98 | 0.71 | 0.66 | 0.93 | 0.68 | 0.82 | 0.66 | 0.68 | 0.86 | 0.86 | 0.69 | 0.74 | 0.74 | 0.74 | 0.84 | 0.77 | 0.86 |
| VDIGX | 0.85 | 0.65 | 0.54 | 0.54 | 0.54 | 0.65 | 0.66 | 0.69 | 1.00 | 0.71 | 0.69 | 0.64 | 0.71 | 0.66 | 0.67 | 0.70 | 0.68 | 0.89 | 0.71 | 0.67 | 0.83 | 0.88 | 0.72 | 0.85 | 0.85 | 0.85 | 0.82 | 0.82 | 0.82 |
| VUG | 0.94 | 0.51 | 0.60 | 0.62 | 0.64 | 0.96 | 0.96 | 0.59 | 0.71 | 1.00 | 0.60 | 0.64 | 0.66 | 0.59 | 0.66 | 0.72 | 0.63 | 0.66 | 0.69 | 0.70 | 0.67 | 0.69 | 0.72 | 0.93 | 0.93 | 0.93 | 0.84 | 0.88 | 0.84 |
| DFFVX | 0.75 | 0.54 | 0.56 | 0.58 | 0.57 | 0.58 | 0.58 | 0.96 | 0.69 | 0.60 | 1.00 | 0.69 | 0.95 | 0.75 | 0.68 | 0.92 | 0.71 | 0.84 | 0.68 | 0.70 | 0.89 | 0.88 | 0.71 | 0.75 | 0.75 | 0.75 | 0.85 | 0.79 | 0.87 |
| DFISX | 0.72 | 0.49 | 0.72 | 0.75 | 0.74 | 0.62 | 0.62 | 0.64 | 0.64 | 0.64 | 0.69 | 1.00 | 0.66 | 0.90 | 0.95 | 0.68 | 0.89 | 0.69 | 0.93 | 0.94 | 0.72 | 0.72 | 0.93 | 0.72 | 0.72 | 0.72 | 0.82 | 0.84 | 0.84 |
| VIOO | 0.78 | 0.61 | 0.57 | 0.57 | 0.57 | 0.64 | 0.64 | 0.98 | 0.71 | 0.66 | 0.95 | 0.66 | 1.00 | 0.70 | 0.68 | 0.96 | 0.69 | 0.83 | 0.69 | 0.70 | 0.86 | 0.86 | 0.71 | 0.78 | 0.78 | 0.78 | 0.87 | 0.81 | 0.89 |
| DFIVX | 0.71 | 0.46 | 0.70 | 0.73 | 0.73 | 0.57 | 0.57 | 0.71 | 0.66 | 0.59 | 0.75 | 0.90 | 0.70 | 1.00 | 0.89 | 0.70 | 0.95 | 0.76 | 0.93 | 0.87 | 0.80 | 0.78 | 0.93 | 0.71 | 0.71 | 0.71 | 0.83 | 0.83 | 0.85 |
| DLS | 0.74 | 0.52 | 0.73 | 0.72 | 0.75 | 0.63 | 0.63 | 0.66 | 0.67 | 0.66 | 0.68 | 0.95 | 0.68 | 0.89 | 1.00 | 0.69 | 0.90 | 0.71 | 0.92 | 0.94 | 0.74 | 0.74 | 0.94 | 0.74 | 0.74 | 0.74 | 0.83 | 0.85 | 0.85 |
| SWSSX | 0.81 | 0.60 | 0.60 | 0.59 | 0.60 | 0.69 | 0.70 | 0.93 | 0.70 | 0.72 | 0.92 | 0.68 | 0.96 | 0.70 | 0.69 | 1.00 | 0.69 | 0.80 | 0.70 | 0.73 | 0.84 | 0.84 | 0.73 | 0.81 | 0.81 | 0.81 | 0.89 | 0.84 | 0.90 |
| VYMI | 0.73 | 0.51 | 0.78 | 0.78 | 0.81 | 0.60 | 0.60 | 0.68 | 0.68 | 0.63 | 0.71 | 0.89 | 0.69 | 0.95 | 0.90 | 0.69 | 1.00 | 0.76 | 0.94 | 0.91 | 0.79 | 0.77 | 0.95 | 0.73 | 0.73 | 0.73 | 0.84 | 0.85 | 0.86 |
| VTV | 0.86 | 0.62 | 0.59 | 0.59 | 0.59 | 0.63 | 0.63 | 0.82 | 0.89 | 0.66 | 0.84 | 0.69 | 0.83 | 0.76 | 0.71 | 0.80 | 0.76 | 1.00 | 0.74 | 0.72 | 0.95 | 0.98 | 0.76 | 0.85 | 0.86 | 0.86 | 0.88 | 0.85 | 0.88 |
| SWISX | 0.77 | 0.51 | 0.73 | 0.75 | 0.76 | 0.67 | 0.67 | 0.66 | 0.71 | 0.69 | 0.68 | 0.93 | 0.69 | 0.93 | 0.92 | 0.70 | 0.94 | 0.74 | 1.00 | 0.92 | 0.77 | 0.76 | 0.98 | 0.77 | 0.77 | 0.77 | 0.87 | 0.89 | 0.88 |
| VSS | 0.77 | 0.52 | 0.84 | 0.82 | 0.84 | 0.68 | 0.68 | 0.68 | 0.67 | 0.70 | 0.70 | 0.94 | 0.70 | 0.87 | 0.94 | 0.73 | 0.91 | 0.72 | 0.92 | 1.00 | 0.75 | 0.75 | 0.95 | 0.76 | 0.77 | 0.77 | 0.85 | 0.88 | 0.89 |
| AADEX | 0.85 | 0.57 | 0.61 | 0.62 | 0.62 | 0.64 | 0.64 | 0.86 | 0.83 | 0.67 | 0.89 | 0.72 | 0.86 | 0.80 | 0.74 | 0.84 | 0.79 | 0.95 | 0.77 | 0.75 | 1.00 | 0.96 | 0.79 | 0.85 | 0.85 | 0.85 | 0.90 | 0.86 | 0.91 |
| VONV | 0.87 | 0.65 | 0.61 | 0.61 | 0.61 | 0.65 | 0.65 | 0.86 | 0.88 | 0.69 | 0.88 | 0.72 | 0.86 | 0.78 | 0.74 | 0.84 | 0.77 | 0.98 | 0.76 | 0.75 | 0.96 | 1.00 | 0.78 | 0.87 | 0.87 | 0.87 | 0.91 | 0.87 | 0.91 |
| VEA | 0.80 | 0.53 | 0.76 | 0.77 | 0.79 | 0.69 | 0.69 | 0.69 | 0.72 | 0.72 | 0.71 | 0.93 | 0.71 | 0.93 | 0.94 | 0.73 | 0.95 | 0.76 | 0.98 | 0.95 | 0.79 | 0.78 | 1.00 | 0.80 | 0.80 | 0.80 | 0.88 | 0.91 | 0.90 |
| SWPPX | 1.00 | 0.59 | 0.64 | 0.66 | 0.66 | 0.89 | 0.89 | 0.74 | 0.85 | 0.93 | 0.75 | 0.72 | 0.78 | 0.71 | 0.74 | 0.81 | 0.73 | 0.85 | 0.77 | 0.76 | 0.85 | 0.87 | 0.80 | 1.00 | 1.00 | 1.00 | 0.94 | 0.95 | 0.93 |
| IVV | 1.00 | 0.60 | 0.65 | 0.66 | 0.67 | 0.89 | 0.90 | 0.74 | 0.85 | 0.93 | 0.75 | 0.72 | 0.78 | 0.71 | 0.74 | 0.81 | 0.73 | 0.86 | 0.77 | 0.77 | 0.85 | 0.87 | 0.80 | 1.00 | 1.00 | 1.00 | 0.94 | 0.95 | 0.93 |
| VOO | 1.00 | 0.60 | 0.65 | 0.66 | 0.67 | 0.89 | 0.90 | 0.74 | 0.85 | 0.93 | 0.75 | 0.72 | 0.78 | 0.71 | 0.74 | 0.81 | 0.73 | 0.86 | 0.77 | 0.77 | 0.85 | 0.87 | 0.80 | 1.00 | 1.00 | 1.00 | 0.94 | 0.95 | 0.93 |
| SWEGX | 0.94 | 0.62 | 0.70 | 0.72 | 0.73 | 0.80 | 0.81 | 0.84 | 0.82 | 0.84 | 0.85 | 0.82 | 0.87 | 0.83 | 0.83 | 0.89 | 0.84 | 0.88 | 0.87 | 0.85 | 0.90 | 0.91 | 0.88 | 0.94 | 0.94 | 0.94 | 1.00 | 0.97 | 0.98 |
| VFIFX | 0.95 | 0.60 | 0.74 | 0.77 | 0.78 | 0.85 | 0.85 | 0.77 | 0.82 | 0.88 | 0.79 | 0.84 | 0.81 | 0.83 | 0.85 | 0.84 | 0.85 | 0.85 | 0.89 | 0.88 | 0.86 | 0.87 | 0.91 | 0.95 | 0.95 | 0.95 | 0.97 | 1.00 | 0.98 |
| Portfolio | 0.93 | 0.63 | 0.74 | 0.76 | 0.77 | 0.81 | 0.81 | 0.86 | 0.82 | 0.84 | 0.87 | 0.84 | 0.89 | 0.85 | 0.85 | 0.90 | 0.86 | 0.88 | 0.88 | 0.89 | 0.91 | 0.91 | 0.90 | 0.93 | 0.93 | 0.93 | 0.98 | 0.98 | 1.00 |
The correlation results are calculated based on daily price changes starting from Mar 3, 2016