Correlation
The correlation between SDFIX and VCSH is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
SDFIX vs. VCSH
Compare and contrast key facts about Swan Defined Risk Emerging Markets Fund (SDFIX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
SDFIX is managed by Swan. It was launched on Dec 29, 2014. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDFIX or VCSH.
Performance
SDFIX vs. VCSH - Performance Comparison
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Key characteristics
Returns By Period
SDFIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VCSH
2.83%
0.24%
2.71%
7.07%
4.14%
2.02%
2.52%
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SDFIX vs. VCSH - Expense Ratio Comparison
SDFIX has a 1.40% expense ratio, which is higher than VCSH's 0.04% expense ratio.
Risk-Adjusted Performance
SDFIX vs. VCSH — Risk-Adjusted Performance Rank
SDFIX
VCSH
SDFIX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Swan Defined Risk Emerging Markets Fund (SDFIX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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.
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Dividends
SDFIX vs. VCSH - Dividend Comparison
SDFIX has not paid dividends to shareholders, while VCSH's dividend yield for the trailing twelve months is around 4.10%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDFIX Swan Defined Risk Emerging Markets Fund | 104.11% | 2.88% | 0.87% | 1.51% | 0.19% | 1.52% | 0.86% | 0.61% | 1.90% | 2.35% | 1.00% | 0.00% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.10% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
SDFIX vs. VCSH - Drawdown Comparison
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Volatility
SDFIX vs. VCSH - Volatility Comparison
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