All Portfolio w HSA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
All Portfolio w HSA
Last updated Mar 27, 2025
Asset Allocation
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 | -3.20% | -4.40% | -0.91% | 8.48% | 17.57% | 10.59% |
| All Portfolio w HSA | -1.50% | -3.08% | -2.32% | 6.53% | 15.00% | N/A |
| Portfolio components: | ||||||
VNQ | 1.88% | -2.55% | -5.08% | 8.94% | 9.22% | N/A |
FTEC Fidelity MSCI Information Technology Index ETF | -10.21% | -7.88% | -5.18% | 6.73% | 22.97% | 18.98% |
SWISX Schwab International Index Fund | 10.04% | 1.14% | -0.30% | 7.32% | 12.75% | 5.59% |
DFFVX DFA U.S. Targeted Value Portfolio | -5.21% | -4.09% | -3.37% | -0.29% | 20.54% | 4.95% |
SWPPX Schwab S&P 500 Index Fund | -2.90% | -4.28% | -0.27% | 9.90% | 19.37% | 12.31% |
SWEGX Schwab MarketTrack All Equity Portfolio™ | 0.90% | -2.25% | -6.39% | 2.21% | 12.52% | 4.95% |
DFIVX DFA International Value Portfolio | 13.36% | 3.73% | 5.72% | 13.22% | 18.84% | 6.00% |
DFCEX DFA Emerging Markets Core Equity Fund | 3.31% | 0.92% | -3.80% | 8.56% | 12.70% | 4.99% |
VFIFX Vanguard Target Retirement 2050 Fund | 0.88% | -2.06% | -0.75% | 8.22% | 12.08% | 7.29% |
DFISX DFA International Small Company Portfolio | 7.63% | 2.30% | -1.35% | 7.99% | 12.70% | 4.22% |
VDIGX Vanguard Dividend Growth Fund | 0.50% | -2.62% | -3.96% | 3.42% | 14.05% | 10.37% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -7.08% | -4.66% | -5.89% | -0.97% | 12.35% | 3.01% |
AADEX American Beacon Large Cap Value Fund | 1.82% | -2.12% | -8.75% | -3.04% | 8.89% | 0.85% |
VGT Vanguard Information Technology ETF | -10.27% | -7.92% | -5.21% | 6.69% | 22.80% | 19.22% |
VOO | -2.93% | -4.28% | -0.26% | 9.87% | 19.36% | N/A |
VEA Vanguard FTSE Developed Markets ETF | 8.89% | 0.99% | -0.86% | 6.40% | 12.98% | 5.67% |
EWX SPDR S&P Emerging Markets Small Cap ETF | -0.87% | -1.11% | -3.65% | 7.33% | 15.58% | 5.47% |
VYMI | 10.91% | 3.13% | 3.09% | 13.64% | 16.11% | N/A |
VONV | 2.46% | -1.81% | 1.17% | 7.93% | 16.38% | N/A |
VSS | 3.03% | 0.25% | -4.64% | 4.39% | 11.87% | N/A |
DLS WisdomTree International SmallCap Dividend | 6.97% | 1.66% | -1.71% | 6.86% | 11.51% | 4.91% |
VWO | 4.76% | 1.02% | -2.09% | 14.28% | 10.34% | N/A |
VIOO Vanguard S&P Small-Cap 600 ETF | -7.46% | -5.33% | -7.04% | -1.38% | 16.00% | 7.61% |
IJS iShares S&P SmallCap 600 Value ETF | -8.06% | -5.57% | -5.81% | -1.00% | 17.08% | 6.92% |
IVV iShares Core S&P 500 ETF | -2.94% | -4.30% | -0.30% | 9.82% | 19.34% | 12.55% |
VTV | 2.10% | -2.31% | 0.27% | 8.32% | 17.27% | N/A |
VUG | -7.27% | -6.57% | -0.88% | 10.71% | 20.64% | 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 | 2.18% | -1.17% | -1.50% | ||||||||||
| 2024 | -0.75% | 3.70% | 2.95% | -4.00% | 4.71% | 1.33% | 3.32% | 1.51% | 2.07% | -2.19% | 5.02% | -3.53% | 14.48% |
| 2023 | 7.88% | -2.48% | 1.39% | 0.61% | -0.84% | 5.96% | 3.84% | -3.00% | -4.54% | -3.25% | 9.06% | 6.25% | 21.56% |
| 2022 | -4.70% | -1.92% | 1.56% | -7.60% | 0.65% | -8.28% | 7.49% | -3.96% | -9.66% | 7.33% | 7.15% | -4.92% | -17.43% |
| 2021 | 0.51% | 3.91% | 3.10% | 3.75% | 1.65% | 1.28% | 0.25% | 2.24% | -3.69% | 4.67% | -2.08% | 0.09% | 16.48% |
| 2020 | -1.90% | -7.73% | -15.98% | 11.03% | 4.79% | 3.24% | 4.55% | 5.80% | -3.09% | -1.59% | 12.80% | 4.99% | 14.13% |
| 2019 | 8.41% | 3.03% | 0.56% | 3.50% | -6.36% | 6.35% | 0.34% | -2.47% | 2.53% | 2.49% | 2.63% | 3.14% | 26.01% |
| 2018 | 4.50% | -3.99% | -0.77% | 0.45% | 1.76% | -0.51% | 2.74% | 1.55% | -0.54% | -7.82% | 1.47% | -8.35% | -9.94% |
| 2017 | 2.16% | 2.56% | 0.91% | 1.36% | 1.06% | 1.06% | 2.31% | 0.04% | 2.92% | 1.85% | 2.02% | 0.88% | 20.85% |
| 2016 | 4.62% | 1.06% | 0.76% | -0.14% | 4.42% | 0.65% | 0.88% | -2.16% | 3.08% | 1.82% | 15.83% |
Expense Ratio
All Portfolio w HSA has an expense ratio of 0.15%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of All Portfolio w HSA is 33, 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 | 0.69 | 1.02 | 1.13 | 0.44 | 2.32 |
FTEC Fidelity MSCI Information Technology Index ETF | 0.27 | 0.51 | 1.07 | 0.41 | 1.15 |
SWISX Schwab International Index Fund | 0.59 | 0.89 | 1.11 | 0.78 | 1.82 |
DFFVX DFA U.S. Targeted Value Portfolio | 0.09 | 0.28 | 1.03 | 0.10 | 0.29 |
SWPPX Schwab S&P 500 Index Fund | 0.76 | 1.09 | 1.14 | 1.05 | 3.62 |
SWEGX Schwab MarketTrack All Equity Portfolio™ | 0.22 | 0.37 | 1.05 | 0.29 | 0.74 |
DFIVX DFA International Value Portfolio | 1.07 | 1.49 | 1.19 | 1.69 | 4.35 |
DFCEX DFA Emerging Markets Core Equity Fund | 0.66 | 0.98 | 1.12 | 0.76 | 1.77 |
VFIFX Vanguard Target Retirement 2050 Fund | 0.78 | 1.11 | 1.14 | 0.91 | 4.02 |
DFISX DFA International Small Company Portfolio | 0.69 | 1.04 | 1.13 | 0.67 | 2.15 |
VDIGX Vanguard Dividend Growth Fund | 0.48 | 0.72 | 1.09 | 0.63 | 1.54 |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.05 | 0.22 | 1.03 | 0.04 | 0.16 |
AADEX American Beacon Large Cap Value Fund | -0.12 | -0.05 | 0.99 | -0.11 | -0.25 |
VGT Vanguard Information Technology ETF | 0.27 | 0.51 | 1.07 | 0.42 | 1.15 |
VOO | 0.77 | 1.10 | 1.14 | 1.05 | 3.62 |
VEA Vanguard FTSE Developed Markets ETF | 0.54 | 0.83 | 1.10 | 0.74 | 1.74 |
EWX SPDR S&P Emerging Markets Small Cap ETF | 0.43 | 0.67 | 1.09 | 0.52 | 1.20 |
VYMI | 1.14 | 1.60 | 1.20 | 1.73 | 4.27 |
VONV | 0.82 | 1.24 | 1.15 | 1.19 | 3.13 |
VSS | 0.39 | 0.62 | 1.08 | 0.36 | 1.22 |
DLS WisdomTree International SmallCap Dividend | 0.59 | 0.91 | 1.11 | 0.72 | 1.80 |
VWO | 0.93 | 1.40 | 1.17 | 0.72 | 2.83 |
VIOO Vanguard S&P Small-Cap 600 ETF | 0.05 | 0.22 | 1.02 | 0.05 | 0.15 |
IJS iShares S&P SmallCap 600 Value ETF | 0.08 | 0.27 | 1.03 | 0.09 | 0.26 |
IVV iShares Core S&P 500 ETF | 0.77 | 1.10 | 1.14 | 1.05 | 3.63 |
VTV | 0.87 | 1.29 | 1.15 | 1.32 | 3.53 |
VUG | 0.56 | 0.85 | 1.11 | 0.78 | 2.34 |
All Portfolio w HSA
Benchmark (^GSPC)
Portfolio components
Dividends
Dividend yield
All Portfolio w HSA provided a 2.23% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.23% | 2.28% | 2.25% | 2.26% | 2.06% | 1.72% | 2.25% | 2.43% | 1.96% | 2.04% | 2.04% | 1.99% |
| Portfolio components: | ||||||||||||
VNQ | 4.04% | 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 | 0.54% | 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 | 2.99% | 3.30% | 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 | 1.15% | 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™ | 1.88% | 1.90% | 1.83% | 1.60% | 1.91% | 1.08% | 2.78% | 2.22% | 1.75% | 1.85% | 3.55% | 1.37% |
DFIVX DFA International Value Portfolio | 3.30% | 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 | 3.17% | 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 | 2.17% | 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% | 3.40% | 3.02% | 2.31% | 2.53% | 1.71% | 2.42% | 2.61% | 2.36% | 2.59% | 2.17% | 2.63% |
VDIGX Vanguard Dividend Growth Fund | 1.73% | 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 | 1.79% | 1.66% | 1.49% | 1.32% | 1.17% | 1.12% | 1.43% | 1.61% | 1.26% | 1.39% | 1.50% | 1.28% |
AADEX American Beacon Large Cap Value Fund | 1.86% | 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 | 0.57% | 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 | 3.01% | 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 | 2.93% | 2.90% | 2.32% | 3.00% | 2.77% | 2.24% | 2.73% | 3.26% | 2.30% | 2.46% | 3.04% | 2.74% |
VYMI | 4.38% | 4.84% | 4.58% | 4.71% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% | 0.00% |
VONV | 1.99% | 1.97% | 2.09% | 2.23% | 1.67% | 2.25% | 2.30% | 2.56% | 2.18% | 2.39% | 2.38% | 2.10% |
VSS | 3.34% | 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 | 4.02% | 4.56% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% |
VWO | 3.07% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.23% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.60% | 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 | 1.94% | 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 | 1.36% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
VTV | 1.68% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
VUG | 0.38% | 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 35.03%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current All Portfolio w HSA drawdown is 4.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.03% | Jan 21, 2020 | 44 | Mar 23, 2020 | 114 | Sep 2, 2020 | 158 |
| -28.04% | Nov 9, 2021 | 233 | Oct 12, 2022 | 351 | Mar 7, 2024 | 584 |
| -19.45% | Jan 29, 2018 | 229 | Dec 24, 2018 | 210 | Oct 24, 2019 | 439 |
| -8.17% | Dec 5, 2024 | 66 | Mar 13, 2025 | — | — | — |
| -8.15% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
Volatility
Volatility Chart
The current All Portfolio w HSA volatility is 5.32%, 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
Asset Correlations Table
The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
| VNQ | EWX | DFCEX | VWO | FTEC | VGT | IJS | VDIGX | VUG | DFFVX | VIOO | DFISX | DFIVX | SWSSX | DLS | VTV | VYMI | AADEX | SWISX | VSS | VONV | VEA | SWPPX | IVV | VOO | SWEGX | VFIFX | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VNQ | 1.00 | 0.41 | 0.39 | 0.40 | 0.45 | 0.45 | 0.59 | 0.65 | 0.51 | 0.54 | 0.60 | 0.49 | 0.46 | 0.59 | 0.52 | 0.62 | 0.50 | 0.56 | 0.51 | 0.52 | 0.64 | 0.53 | 0.59 | 0.59 | 0.59 | 0.61 | 0.60 |
| EWX | 0.41 | 1.00 | 0.85 | 0.90 | 0.59 | 0.59 | 0.54 | 0.54 | 0.60 | 0.56 | 0.57 | 0.72 | 0.70 | 0.59 | 0.73 | 0.59 | 0.78 | 0.61 | 0.73 | 0.84 | 0.61 | 0.76 | 0.64 | 0.64 | 0.65 | 0.70 | 0.74 |
| DFCEX | 0.39 | 0.85 | 1.00 | 0.91 | 0.61 | 0.61 | 0.54 | 0.54 | 0.62 | 0.57 | 0.56 | 0.75 | 0.73 | 0.59 | 0.72 | 0.59 | 0.78 | 0.62 | 0.75 | 0.82 | 0.61 | 0.76 | 0.66 | 0.66 | 0.66 | 0.72 | 0.77 |
| VWO | 0.40 | 0.90 | 0.91 | 1.00 | 0.62 | 0.62 | 0.55 | 0.54 | 0.63 | 0.56 | 0.57 | 0.74 | 0.72 | 0.60 | 0.75 | 0.59 | 0.81 | 0.62 | 0.76 | 0.84 | 0.61 | 0.79 | 0.66 | 0.67 | 0.66 | 0.73 | 0.78 |
| FTEC | 0.45 | 0.59 | 0.61 | 0.62 | 1.00 | 1.00 | 0.56 | 0.66 | 0.96 | 0.57 | 0.63 | 0.62 | 0.57 | 0.69 | 0.63 | 0.62 | 0.60 | 0.64 | 0.67 | 0.68 | 0.65 | 0.69 | 0.89 | 0.89 | 0.89 | 0.80 | 0.85 |
| VGT | 0.45 | 0.59 | 0.61 | 0.62 | 1.00 | 1.00 | 0.57 | 0.66 | 0.96 | 0.57 | 0.64 | 0.62 | 0.57 | 0.69 | 0.64 | 0.63 | 0.60 | 0.64 | 0.67 | 0.68 | 0.65 | 0.69 | 0.89 | 0.89 | 0.89 | 0.80 | 0.85 |
| IJS | 0.59 | 0.54 | 0.54 | 0.55 | 0.56 | 0.57 | 1.00 | 0.69 | 0.59 | 0.96 | 0.98 | 0.65 | 0.71 | 0.93 | 0.66 | 0.82 | 0.68 | 0.86 | 0.66 | 0.67 | 0.86 | 0.69 | 0.73 | 0.73 | 0.73 | 0.84 | 0.77 |
| VDIGX | 0.65 | 0.54 | 0.54 | 0.54 | 0.66 | 0.66 | 0.69 | 1.00 | 0.71 | 0.69 | 0.71 | 0.65 | 0.66 | 0.70 | 0.68 | 0.89 | 0.69 | 0.83 | 0.72 | 0.67 | 0.88 | 0.73 | 0.85 | 0.85 | 0.85 | 0.83 | 0.82 |
| VUG | 0.51 | 0.60 | 0.62 | 0.63 | 0.96 | 0.96 | 0.59 | 0.71 | 1.00 | 0.59 | 0.66 | 0.65 | 0.59 | 0.71 | 0.66 | 0.66 | 0.63 | 0.67 | 0.70 | 0.70 | 0.69 | 0.72 | 0.93 | 0.93 | 0.93 | 0.84 | 0.88 |
| DFFVX | 0.54 | 0.56 | 0.57 | 0.56 | 0.57 | 0.57 | 0.96 | 0.69 | 0.59 | 1.00 | 0.95 | 0.69 | 0.75 | 0.92 | 0.68 | 0.84 | 0.71 | 0.89 | 0.68 | 0.70 | 0.87 | 0.71 | 0.75 | 0.75 | 0.75 | 0.85 | 0.78 |
| VIOO | 0.60 | 0.57 | 0.56 | 0.57 | 0.63 | 0.64 | 0.98 | 0.71 | 0.66 | 0.95 | 1.00 | 0.67 | 0.70 | 0.96 | 0.68 | 0.82 | 0.69 | 0.86 | 0.69 | 0.70 | 0.86 | 0.71 | 0.78 | 0.78 | 0.78 | 0.87 | 0.81 |
| DFISX | 0.49 | 0.72 | 0.75 | 0.74 | 0.62 | 0.62 | 0.65 | 0.65 | 0.65 | 0.69 | 0.67 | 1.00 | 0.91 | 0.68 | 0.95 | 0.69 | 0.89 | 0.73 | 0.93 | 0.94 | 0.72 | 0.93 | 0.72 | 0.72 | 0.72 | 0.82 | 0.85 |
| DFIVX | 0.46 | 0.70 | 0.73 | 0.72 | 0.57 | 0.57 | 0.71 | 0.66 | 0.59 | 0.75 | 0.70 | 0.91 | 1.00 | 0.70 | 0.89 | 0.76 | 0.95 | 0.80 | 0.93 | 0.87 | 0.78 | 0.92 | 0.72 | 0.72 | 0.72 | 0.84 | 0.83 |
| SWSSX | 0.59 | 0.59 | 0.59 | 0.60 | 0.69 | 0.69 | 0.93 | 0.70 | 0.71 | 0.92 | 0.96 | 0.68 | 0.70 | 1.00 | 0.69 | 0.80 | 0.69 | 0.84 | 0.70 | 0.73 | 0.84 | 0.73 | 0.81 | 0.81 | 0.81 | 0.89 | 0.84 |
| DLS | 0.52 | 0.73 | 0.72 | 0.75 | 0.63 | 0.64 | 0.66 | 0.68 | 0.66 | 0.68 | 0.68 | 0.95 | 0.89 | 0.69 | 1.00 | 0.72 | 0.90 | 0.74 | 0.92 | 0.94 | 0.74 | 0.94 | 0.74 | 0.74 | 0.74 | 0.83 | 0.85 |
| VTV | 0.62 | 0.59 | 0.59 | 0.59 | 0.62 | 0.63 | 0.82 | 0.89 | 0.66 | 0.84 | 0.82 | 0.69 | 0.76 | 0.80 | 0.72 | 1.00 | 0.76 | 0.95 | 0.74 | 0.72 | 0.98 | 0.76 | 0.85 | 0.86 | 0.86 | 0.88 | 0.84 |
| VYMI | 0.50 | 0.78 | 0.78 | 0.81 | 0.60 | 0.60 | 0.68 | 0.69 | 0.63 | 0.71 | 0.69 | 0.89 | 0.95 | 0.69 | 0.90 | 0.76 | 1.00 | 0.79 | 0.94 | 0.91 | 0.77 | 0.95 | 0.73 | 0.74 | 0.74 | 0.84 | 0.85 |
| AADEX | 0.56 | 0.61 | 0.62 | 0.62 | 0.64 | 0.64 | 0.86 | 0.83 | 0.67 | 0.89 | 0.86 | 0.73 | 0.80 | 0.84 | 0.74 | 0.95 | 0.79 | 1.00 | 0.77 | 0.75 | 0.96 | 0.79 | 0.85 | 0.85 | 0.85 | 0.90 | 0.86 |
| SWISX | 0.51 | 0.73 | 0.75 | 0.76 | 0.67 | 0.67 | 0.66 | 0.72 | 0.70 | 0.68 | 0.69 | 0.93 | 0.93 | 0.70 | 0.92 | 0.74 | 0.94 | 0.77 | 1.00 | 0.92 | 0.76 | 0.98 | 0.78 | 0.78 | 0.78 | 0.87 | 0.90 |
| VSS | 0.52 | 0.84 | 0.82 | 0.84 | 0.68 | 0.68 | 0.67 | 0.67 | 0.70 | 0.70 | 0.70 | 0.94 | 0.87 | 0.73 | 0.94 | 0.72 | 0.91 | 0.75 | 0.92 | 1.00 | 0.75 | 0.95 | 0.77 | 0.77 | 0.77 | 0.85 | 0.88 |
| VONV | 0.64 | 0.61 | 0.61 | 0.61 | 0.65 | 0.65 | 0.86 | 0.88 | 0.69 | 0.87 | 0.86 | 0.72 | 0.78 | 0.84 | 0.74 | 0.98 | 0.77 | 0.96 | 0.76 | 0.75 | 1.00 | 0.78 | 0.87 | 0.87 | 0.87 | 0.91 | 0.87 |
| VEA | 0.53 | 0.76 | 0.76 | 0.79 | 0.69 | 0.69 | 0.69 | 0.73 | 0.72 | 0.71 | 0.71 | 0.93 | 0.92 | 0.73 | 0.94 | 0.76 | 0.95 | 0.79 | 0.98 | 0.95 | 0.78 | 1.00 | 0.80 | 0.80 | 0.80 | 0.88 | 0.91 |
| SWPPX | 0.59 | 0.64 | 0.66 | 0.66 | 0.89 | 0.89 | 0.73 | 0.85 | 0.93 | 0.75 | 0.78 | 0.72 | 0.72 | 0.81 | 0.74 | 0.85 | 0.73 | 0.85 | 0.78 | 0.77 | 0.87 | 0.80 | 1.00 | 1.00 | 1.00 | 0.94 | 0.95 |
| IVV | 0.59 | 0.64 | 0.66 | 0.67 | 0.89 | 0.89 | 0.73 | 0.85 | 0.93 | 0.75 | 0.78 | 0.72 | 0.72 | 0.81 | 0.74 | 0.86 | 0.74 | 0.85 | 0.78 | 0.77 | 0.87 | 0.80 | 1.00 | 1.00 | 1.00 | 0.94 | 0.95 |
| VOO | 0.59 | 0.65 | 0.66 | 0.66 | 0.89 | 0.89 | 0.73 | 0.85 | 0.93 | 0.75 | 0.78 | 0.72 | 0.72 | 0.81 | 0.74 | 0.86 | 0.74 | 0.85 | 0.78 | 0.77 | 0.87 | 0.80 | 1.00 | 1.00 | 1.00 | 0.94 | 0.95 |
| SWEGX | 0.61 | 0.70 | 0.72 | 0.73 | 0.80 | 0.80 | 0.84 | 0.83 | 0.84 | 0.85 | 0.87 | 0.82 | 0.84 | 0.89 | 0.83 | 0.88 | 0.84 | 0.90 | 0.87 | 0.85 | 0.91 | 0.88 | 0.94 | 0.94 | 0.94 | 1.00 | 0.97 |
| VFIFX | 0.60 | 0.74 | 0.77 | 0.78 | 0.85 | 0.85 | 0.77 | 0.82 | 0.88 | 0.78 | 0.81 | 0.85 | 0.83 | 0.84 | 0.85 | 0.84 | 0.85 | 0.86 | 0.90 | 0.88 | 0.87 | 0.91 | 0.95 | 0.95 | 0.95 | 0.97 | 1.00 |
The correlation results are calculated based on daily price changes starting from Mar 3, 2016