SAEF vs. VOO
Compare and contrast key facts about Schwab Ariel ESG ETF (SAEF) and Vanguard S&P 500 ETF (VOO).
SAEF and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SAEF is an actively managed fund by Charles Schwab. It was launched on Nov 15, 2021. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
SAEF vs. VOO - Performance Comparison
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SAEF vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SAEF Schwab Ariel ESG ETF | 0.10% | 2.31% | 16.14% | 17.87% | -18.29% | -2.35% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 1.57% |
Returns By Period
In the year-to-date period, SAEF achieves a 0.10% return, which is significantly higher than VOO's -4.42% return.
SAEF
- 1D
- 3.37%
- 1M
- -8.16%
- YTD
- 0.10%
- 6M
- -1.45%
- 1Y
- 12.83%
- 3Y*
- 9.45%
- 5Y*
- —
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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SAEF vs. VOO - Expense Ratio Comparison
SAEF has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SAEF vs. VOO — Risk / Return Rank
SAEF
VOO
SAEF vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Ariel ESG ETF (SAEF) and Vanguard S&P 500 ETF (VOO). 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.
| SAEF | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.98 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.50 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.53 | -0.68 |
Martin ratioReturn relative to average drawdown | 2.36 | 7.29 | -4.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SAEF | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.98 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.83 | -0.71 |
Correlation
The correlation between SAEF and VOO is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SAEF vs. VOO - Dividend Comparison
SAEF's dividend yield for the trailing twelve months is around 0.38%, less than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAEF Schwab Ariel ESG ETF | 0.38% | 0.38% | 0.46% | 0.46% | 0.61% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SAEF vs. VOO - Drawdown Comparison
The maximum SAEF drawdown since its inception was -28.05%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SAEF and VOO.
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Drawdown Indicators
| SAEF | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.05% | -33.99% | +5.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.75% | -11.98% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -9.69% | -6.29% | -3.40% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -3.72% | -6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 2.52% | +2.85% |
Volatility
SAEF vs. VOO - Volatility Comparison
Schwab Ariel ESG ETF (SAEF) has a higher volatility of 7.20% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that SAEF's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAEF | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.20% | 5.29% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 9.44% | +4.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 18.10% | +5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.51% | 16.82% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 17.99% | +3.52% |