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.
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.
Performance
SDFIX vs. VCSH - Performance Comparison
Key characteristics
Returns By Period
SDFIX
N/A
N/A
N/A
N/A
N/A
N/A
VCSH
2.26%
0.62%
2.65%
7.48%
2.28%
2.45%
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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.
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 4.07%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDFIX Swan Defined Risk Emerging Markets Fund | 4.06% | 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 | 4.07% | 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
Volatility
SDFIX vs. VCSH - Volatility Comparison
The current volatility for Swan Defined Risk Emerging Markets Fund (SDFIX) is 0.00%, while Vanguard Short-Term Corporate Bond ETF (VCSH) has a volatility of 1.37%. This indicates that SDFIX experiences smaller price fluctuations and is considered to be less risky than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.