All Portfolio w HSA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
All Portfolio w HSA
Last updated Apr 7, 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 | -13.73% | -12.06% | -11.77% | -2.50% | 13.85% | 9.30% |
| All Portfolio w HSA | -11.56% | -11.24% | -11.54% | -3.43% | 11.15% | N/A |
| Portfolio components: | ||||||
VNQ | -4.51% | -7.96% | -8.89% | 4.46% | 6.43% | N/A |
FTEC Fidelity MSCI Information Technology Index ETF | -22.84% | -16.61% | -17.36% | -7.07% | 17.48% | 17.16% |
SWISX Schwab International Index Fund | -0.66% | -11.08% | -7.30% | -1.85% | 9.76% | 4.37% |
DFFVX DFA U.S. Targeted Value Portfolio | -16.39% | -11.80% | -14.45% | -10.62% | 15.89% | 3.60% |
SWPPX Schwab S&P 500 Index Fund | -13.43% | -11.96% | -10.35% | -1.21% | 14.83% | 11.00% |
SWEGX Schwab MarketTrack All Equity Portfolio™ | -3.87% | -5.73% | -9.72% | -1.65% | 10.07% | 4.35% |
DFIVX DFA International Value Portfolio | 1.08% | -10.60% | -4.27% | 0.21% | 15.31% | 4.64% |
DFCEX DFA Emerging Markets Core Equity Fund | -4.12% | -6.69% | -11.97% | -0.56% | 9.73% | 3.64% |
VFIFX Vanguard Target Retirement 2050 Fund | -8.09% | -9.68% | -8.64% | -0.67% | 8.77% | 6.20% |
DFISX DFA International Small Company Portfolio | -2.66% | -9.73% | -8.44% | -1.98% | 9.53% | 2.94% |
VDIGX Vanguard Dividend Growth Fund | -9.11% | -12.00% | -18.70% | -12.27% | 6.00% | 5.42% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -17.75% | -11.83% | -16.11% | -10.20% | 8.51% | 1.74% |
AADEX American Beacon Large Cap Value Fund | -8.74% | -10.84% | -18.25% | -12.57% | 4.95% | -0.33% |
VGT Vanguard Information Technology ETF | -22.93% | -16.79% | -17.40% | -7.18% | 17.33% | 17.39% |
VOO | -13.30% | -11.78% | -10.21% | -0.99% | 14.88% | N/A |
VEA Vanguard FTSE Developed Markets ETF | -1.45% | -10.37% | -7.80% | -2.61% | 9.93% | 4.45% |
EWX SPDR S&P Emerging Markets Small Cap ETF | -8.70% | -8.83% | -15.67% | -2.96% | 12.24% | 4.00% |
VYMI | 1.41% | -8.23% | -4.59% | 4.28% | 13.03% | N/A |
VONV | -7.64% | -9.89% | -8.77% | -1.76% | 12.35% | N/A |
VSS | -5.94% | -9.08% | -11.57% | -4.66% | 8.76% | N/A |
DLS WisdomTree International SmallCap Dividend | -2.52% | -9.13% | -7.93% | -1.54% | 8.79% | 3.69% |
VWO | -4.24% | -8.24% | -12.73% | 3.24% | 7.13% | N/A |
VIOO Vanguard S&P Small-Cap 600 ETF | -17.66% | -12.07% | -16.59% | -10.35% | 12.11% | 6.41% |
IJS iShares S&P SmallCap 600 Value ETF | -18.88% | -13.19% | -15.72% | -9.81% | 13.04% | 5.62% |
IVV iShares Core S&P 500 ETF | -13.50% | -11.98% | -10.44% | -1.24% | 14.82% | 11.23% |
VTV | -6.76% | -9.51% | -8.39% | 0.01% | 13.38% | N/A |
VUG | -18.51% | -13.96% | -11.64% | -2.07% | 15.79% | 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% | -1.19% | -4.09% | -8.68% | -11.56% | ||||||||
| 2024 | -0.76% | 3.70% | 2.94% | -4.00% | 4.73% | 1.34% | 3.31% | 1.49% | 2.07% | -2.18% | 5.03% | -3.66% | 14.33% |
| 2023 | 7.92% | -2.48% | 1.39% | 0.61% | -0.82% | 5.96% | 3.85% | -3.00% | -4.55% | -3.27% | 9.08% | 6.25% | 21.62% |
| 2022 | -4.71% | -1.92% | 1.51% | -7.61% | 0.65% | -8.29% | 7.50% | -3.96% | -9.67% | 7.32% | 7.16% | -4.97% | -17.55% |
| 2021 | 0.52% | 3.92% | 3.08% | 3.74% | 1.65% | 1.28% | 0.24% | 2.24% | -3.68% | 4.67% | -2.07% | 0.01% | 16.37% |
| 2020 | -1.91% | -7.73% | -16.00% | 11.04% | 4.79% | 3.25% | 4.55% | 5.80% | -3.09% | -1.58% | 12.81% | 4.97% | 14.11% |
| 2019 | 8.41% | 3.02% | 0.55% | 3.50% | -6.36% | 6.35% | 0.34% | -2.48% | 2.53% | 2.50% | 2.63% | 3.09% | 25.93% |
| 2018 | 4.50% | -3.99% | -0.78% | 0.44% | 1.76% | -0.51% | 2.74% | 1.55% | -0.54% | -7.82% | 1.47% | -8.44% | -10.05% |
| 2017 | 2.16% | 2.56% | 0.90% | 1.36% | 1.06% | 1.06% | 2.31% | 0.04% | 2.92% | 1.85% | 2.02% | 0.83% | 20.79% |
| 2016 | 4.61% | 1.06% | 0.76% | -0.14% | 4.42% | 0.65% | 0.88% | -2.16% | 3.08% | 1.81% | 15.81% |
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.
EWX: 0.65%
AADEX: 0.63%
DLS: 0.58%
DFCEX: 0.40%
SWEGX: 0.39%
DFISX: 0.39%
DFIVX: 0.30%
DFFVX: 0.29%
VDIGX: 0.27%
IJS: 0.25%
VGT: 0.10%
VIOO: 0.10%
FTEC: 0.08%
VFIFX: 0.08%
SWISX: 0.06%
VEA: 0.05%
SWSSX: 0.04%
IVV: 0.03%
SWPPX: 0.02%
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of All Portfolio w HSA is 17, meaning it’s performing worse than 83% of other portfolios on our website when it comes to balancing risk and reward. Below is 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: -0.25
^GSPC: -0.17
Portfolio: -0.22
^GSPC: -0.11
Portfolio: 0.97
^GSPC: 0.98
Portfolio: -0.24
^GSPC: -0.15
Portfolio: -1.17
^GSPC: -0.79
Portfolio components
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VNQ | 0.26 | 0.44 | 1.06 | 0.17 | 0.88 |
FTEC Fidelity MSCI Information Technology Index ETF | -0.29 | -0.21 | 0.97 | -0.29 | -1.18 |
SWISX Schwab International Index Fund | -0.15 | -0.10 | 0.99 | -0.20 | -0.52 |
DFFVX DFA U.S. Targeted Value Portfolio | -0.52 | -0.59 | 0.92 | -0.47 | -1.69 |
SWPPX Schwab S&P 500 Index Fund | -0.08 | -0.00 | 1.00 | -0.08 | -0.40 |
SWEGX Schwab MarketTrack All Equity Portfolio™ | -0.13 | -0.07 | 0.99 | -0.15 | -0.43 |
DFIVX DFA International Value Portfolio | 0.03 | 0.13 | 1.02 | 0.03 | 0.12 |
DFCEX DFA Emerging Markets Core Equity Fund | -0.04 | 0.04 | 1.01 | -0.04 | -0.10 |
VFIFX Vanguard Target Retirement 2050 Fund | -0.06 | 0.00 | 1.00 | -0.07 | -0.34 |
DFISX DFA International Small Company Portfolio | -0.15 | -0.09 | 0.99 | -0.16 | -0.49 |
VDIGX Vanguard Dividend Growth Fund | -0.83 | -0.90 | 0.84 | -0.59 | -1.82 |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -0.49 | -0.55 | 0.93 | -0.40 | -1.57 |
AADEX American Beacon Large Cap Value Fund | -0.78 | -0.87 | 0.86 | -0.58 | -1.77 |
VGT Vanguard Information Technology ETF | -0.29 | -0.22 | 0.97 | -0.29 | -1.20 |
VOO | -0.07 | 0.01 | 1.00 | -0.07 | -0.36 |
VEA Vanguard FTSE Developed Markets ETF | -0.20 | -0.17 | 0.98 | -0.27 | -0.72 |
EWX SPDR S&P Emerging Markets Small Cap ETF | -0.18 | -0.13 | 0.98 | -0.18 | -0.50 |
VYMI | 0.28 | 0.45 | 1.06 | 0.42 | 1.17 |
VONV | -0.15 | -0.10 | 0.99 | -0.15 | -0.63 |
VSS | -0.31 | -0.32 | 0.96 | -0.31 | -1.04 |
DLS WisdomTree International SmallCap Dividend | -0.14 | -0.08 | 0.99 | -0.18 | -0.45 |
VWO | 0.19 | 0.37 | 1.05 | 0.16 | 0.61 |
VIOO Vanguard S&P Small-Cap 600 ETF | -0.50 | -0.57 | 0.93 | -0.43 | -1.54 |
IJS iShares S&P SmallCap 600 Value ETF | -0.48 | -0.54 | 0.93 | -0.42 | -1.54 |
IVV iShares Core S&P 500 ETF | -0.09 | -0.01 | 1.00 | -0.08 | -0.44 |
VTV | -0.03 | 0.05 | 1.01 | -0.03 | -0.13 |
VUG | -0.10 | 0.01 | 1.00 | -0.09 | -0.39 |
All Portfolio w HSA
Benchmark (^GSPC)
Portfolio components
Dividends
Dividend yield
All Portfolio w HSA provided a 2.48% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.48% | 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 | 4.31% | 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 | 0.63% | 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 | 3.32% | 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 | 1.81% | 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 | 1.42% | 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™ | 1.97% | 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 | 3.94% | 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 | 3.62% | 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 | 2.38% | 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 | 3.53% | 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 | 2.05% | 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 | 2.02% | 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 | 2.08% | 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 | 0.67% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
VOO | 1.50% | 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 | 3.33% | 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 | 3.18% | 2.90% | 2.32% | 3.00% | 2.77% | 2.24% | 2.73% | 3.26% | 2.30% | 2.46% | 3.04% | 2.74% |
VYMI | 4.79% | 4.84% | 4.58% | 4.70% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% | 0.00% | 0.00% |
VONV | 2.20% | 1.97% | 2.09% | 2.23% | 1.67% | 2.25% | 2.30% | 2.56% | 2.18% | 2.39% | 2.38% | 2.10% |
VSS | 3.66% | 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 | 4.41% | 4.56% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% |
VWO | 3.36% | 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 | 1.80% | 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 | 2.20% | 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 | 1.53% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
VTV | 2.50% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
VUG | 0.58% | 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 35.04%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current All Portfolio w HSA drawdown is 14.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.04% | Jan 21, 2020 | 44 | Mar 23, 2020 | 114 | Sep 2, 2020 | 158 |
| -28.17% | Nov 9, 2021 | 233 | Oct 12, 2022 | 360 | Mar 20, 2024 | 593 |
| -19.55% | Jan 29, 2018 | 229 | Dec 24, 2018 | 210 | Oct 24, 2019 | 439 |
| -15.5% | Dec 5, 2024 | 82 | Apr 4, 2025 | — | — | — |
| -8.18% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
Volatility
Volatility Chart
The current All Portfolio w HSA volatility is 8.41%, 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 | 0.64 | 0.51 | 0.54 | 0.60 | 0.49 | 0.46 | 0.60 | 0.52 | 0.62 | 0.50 | 0.56 | 0.51 | 0.52 | 0.65 | 0.53 | 0.59 | 0.59 | 0.59 | 0.61 | 0.60 |
| EWX | 0.41 | 1.00 | 0.85 | 0.90 | 0.60 | 0.60 | 0.54 | 0.54 | 0.60 | 0.56 | 0.57 | 0.73 | 0.70 | 0.60 | 0.73 | 0.59 | 0.78 | 0.61 | 0.73 | 0.84 | 0.61 | 0.76 | 0.64 | 0.65 | 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 | 0.77 | 0.66 | 0.66 | 0.66 | 0.72 | 0.77 |
| VWO | 0.40 | 0.90 | 0.91 | 1.00 | 0.63 | 0.63 | 0.55 | 0.54 | 0.64 | 0.57 | 0.57 | 0.74 | 0.73 | 0.60 | 0.75 | 0.59 | 0.81 | 0.62 | 0.76 | 0.84 | 0.61 | 0.79 | 0.66 | 0.67 | 0.67 | 0.73 | 0.78 |
| FTEC | 0.45 | 0.60 | 0.61 | 0.63 | 1.00 | 1.00 | 0.57 | 0.65 | 0.96 | 0.57 | 0.64 | 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 | 0.60 | 0.61 | 0.63 | 1.00 | 1.00 | 0.57 | 0.66 | 0.96 | 0.58 | 0.64 | 0.63 | 0.57 | 0.69 | 0.64 | 0.63 | 0.60 | 0.64 | 0.67 | 0.68 | 0.65 | 0.69 | 0.89 | 0.90 | 0.89 | 0.80 | 0.85 |
| IJS | 0.59 | 0.54 | 0.54 | 0.55 | 0.57 | 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 | 0.74 | 0.84 | 0.77 |
| VDIGX | 0.64 | 0.54 | 0.54 | 0.54 | 0.65 | 0.66 | 0.69 | 1.00 | 0.71 | 0.69 | 0.71 | 0.65 | 0.66 | 0.70 | 0.67 | 0.89 | 0.68 | 0.83 | 0.71 | 0.67 | 0.87 | 0.73 | 0.85 | 0.85 | 0.85 | 0.82 | 0.82 |
| VUG | 0.51 | 0.60 | 0.62 | 0.64 | 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 | 0.57 | 0.57 | 0.58 | 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 | 0.64 | 0.64 | 0.98 | 0.71 | 0.66 | 0.95 | 1.00 | 0.67 | 0.70 | 0.96 | 0.68 | 0.83 | 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 | 0.73 | 0.75 | 0.74 | 0.62 | 0.63 | 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 | 0.73 | 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 | 0.93 | 0.72 | 0.72 | 0.72 | 0.83 | 0.83 |
| SWSSX | 0.60 | 0.60 | 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 | 0.71 | 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 | 0.67 | 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 | 0.83 | 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 | 0.68 | 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 | 0.86 |
| 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 | 0.71 | 0.70 | 0.68 | 0.69 | 0.93 | 0.93 | 0.71 | 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 | 0.65 | 0.61 | 0.61 | 0.61 | 0.65 | 0.65 | 0.86 | 0.87 | 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 | 0.77 | 0.79 | 0.69 | 0.69 | 0.69 | 0.73 | 0.72 | 0.71 | 0.71 | 0.93 | 0.93 | 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 | 0.65 | 0.66 | 0.67 | 0.89 | 0.90 | 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 | 0.67 | 0.89 | 0.89 | 0.74 | 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 | 0.82 | 0.84 | 0.85 | 0.87 | 0.82 | 0.83 | 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 | 0.86 | 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