SCHC vs. VSS
Compare and contrast key facts about Schwab International Small-Cap Equity ETF (SCHC) and Vanguard FTSE All-World ex-US Small-Cap ETF (VSS).
SCHC and VSS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHC is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). It was launched on Jan 14, 2010. VSS is a passively managed fund by Vanguard that tracks the performance of the FTSE Global Small Cap ex US Index. It was launched on Apr 2, 2009. Both SCHC and VSS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHC or VSS.
Correlation
The correlation between SCHC and VSS is 0.96, 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.
Performance
SCHC vs. VSS - Performance Comparison
Key characteristics
SCHC:
0.29
VSS:
0.44
SCHC:
0.48
VSS:
0.67
SCHC:
1.06
VSS:
1.08
SCHC:
0.21
VSS:
0.35
SCHC:
1.15
VSS:
1.87
SCHC:
3.53%
VSS:
3.10%
SCHC:
13.99%
VSS:
13.04%
SCHC:
-43.94%
VSS:
-43.51%
SCHC:
-13.73%
VSS:
-10.16%
Returns By Period
In the year-to-date period, SCHC achieves a 1.26% return, which is significantly lower than VSS's 2.50% return. Both investments have delivered pretty close results over the past 10 years, with SCHC having a 4.41% annualized return and VSS not far ahead at 4.63%.
SCHC
1.26%
-1.81%
-0.51%
2.49%
2.68%
4.41%
VSS
2.50%
-1.30%
-0.14%
3.47%
3.61%
4.63%
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SCHC vs. VSS - Expense Ratio Comparison
SCHC has a 0.11% expense ratio, which is higher than VSS's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SCHC vs. VSS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Small-Cap Equity ETF (SCHC) and Vanguard FTSE All-World ex-US Small-Cap ETF (VSS). 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.
Dividends
SCHC vs. VSS - Dividend Comparison
SCHC's dividend yield for the trailing twelve months is around 3.75%, more than VSS's 3.46% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Schwab International Small-Cap Equity ETF | 3.75% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.72% | 2.01% | 2.34% | 2.59% | 2.80% |
Vanguard FTSE All-World ex-US Small-Cap ETF | 3.46% | 3.14% | 2.30% | 2.74% | 1.90% | 3.25% | 2.80% | 2.83% | 2.93% | 2.66% | 2.67% | 2.71% |
Drawdowns
SCHC vs. VSS - Drawdown Comparison
The maximum SCHC drawdown since its inception was -43.94%, roughly equal to the maximum VSS drawdown of -43.51%. Use the drawdown chart below to compare losses from any high point for SCHC and VSS. For additional features, visit the drawdowns tool.
Volatility
SCHC vs. VSS - Volatility Comparison
Schwab International Small-Cap Equity ETF (SCHC) and Vanguard FTSE All-World ex-US Small-Cap ETF (VSS) have volatilities of 3.68% and 3.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.