SFSNX vs. VOO
Compare and contrast key facts about Schwab Fundamental US Small Company Index Fund (SFSNX) and Vanguard S&P 500 ETF (VOO).
SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFSNX or VOO.
Correlation
The correlation between SFSNX and VOO is 0.84, 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
SFSNX vs. VOO - Performance Comparison
Key characteristics
SFSNX:
-0.09
VOO:
0.55
SFSNX:
0.03
VOO:
0.89
SFSNX:
1.00
VOO:
1.13
SFSNX:
-0.08
VOO:
0.57
SFSNX:
-0.24
VOO:
2.26
SFSNX:
8.19%
VOO:
4.67%
SFSNX:
22.35%
VOO:
19.16%
SFSNX:
-62.71%
VOO:
-33.99%
SFSNX:
-18.34%
VOO:
-9.25%
Returns By Period
In the year-to-date period, SFSNX achieves a -11.22% return, which is significantly lower than VOO's -5.07% return. Over the past 10 years, SFSNX has underperformed VOO with an annualized return of 2.99%, while VOO has yielded a comparatively higher 12.19% annualized return.
SFSNX
-11.22%
-4.02%
-11.03%
-0.53%
11.07%
2.99%
VOO
-5.07%
-0.81%
-3.75%
11.95%
16.26%
12.19%
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SFSNX vs. VOO - Expense Ratio Comparison
SFSNX has a 0.25% expense ratio, which is higher than VOO's 0.03% 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
SFSNX vs. VOO — Risk-Adjusted Performance Rank
SFSNX
VOO
SFSNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Company Index Fund (SFSNX) 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.
Dividends
SFSNX vs. VOO - Dividend Comparison
SFSNX's dividend yield for the trailing twelve months is around 1.93%, more than VOO's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFSNX Schwab Fundamental US Small Company Index Fund | 1.93% | 1.71% | 1.37% | 1.22% | 1.35% | 1.42% | 1.41% | 1.91% | 1.42% | 1.22% | 1.58% | 1.22% |
VOO Vanguard S&P 500 ETF | 1.37% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SFSNX vs. VOO - Drawdown Comparison
The maximum SFSNX drawdown since its inception was -62.71%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SFSNX and VOO. For additional features, visit the drawdowns tool.
Volatility
SFSNX vs. VOO - Volatility Comparison
Schwab Fundamental US Small Company Index Fund (SFSNX) and Vanguard S&P 500 ETF (VOO) have volatilities of 14.05% and 13.82%, 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.