SFSNX vs. VSCIX
Compare and contrast key facts about Schwab Fundamental US Small Company Index Fund (SFSNX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
SFSNX vs. VSCIX - Performance Comparison
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SFSNX vs. VSCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFSNX Schwab Fundamental US Small Company Index Fund | 0.48% | 7.66% | 8.99% | 20.15% | -14.79% | 30.91% | 8.49% | 24.44% | -12.26% | 12.84% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, SFSNX achieves a 0.48% return, which is significantly higher than VSCIX's -1.21% return. Both investments have delivered pretty close results over the past 10 years, with SFSNX having a 9.73% annualized return and VSCIX not far ahead at 10.16%.
SFSNX
- 1D
- -0.73%
- 1M
- -7.88%
- YTD
- 0.48%
- 6M
- 2.13%
- 1Y
- 16.94%
- 3Y*
- 10.67%
- 5Y*
- 6.04%
- 10Y*
- 9.73%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
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SFSNX vs. VSCIX - Expense Ratio Comparison
SFSNX has a 0.25% expense ratio, which is higher than VSCIX's 0.04% 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%.
Return for Risk
SFSNX vs. VSCIX — Risk / Return Rank
SFSNX
VSCIX
SFSNX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Company Index Fund (SFSNX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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.
| SFSNX | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.75 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.19 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.97 | +0.06 |
Martin ratioReturn relative to average drawdown | 3.98 | 4.21 | -0.23 |
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
| SFSNX | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.75 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.24 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.47 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.38 | -0.02 |
Correlation
The correlation between SFSNX and VSCIX is 0.98, 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
SFSNX vs. VSCIX - Dividend Comparison
SFSNX's dividend yield for the trailing twelve months is around 1.36%, less than VSCIX's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFSNX Schwab Fundamental US Small Company Index Fund | 1.36% | 1.36% | 1.71% | 1.37% | 7.05% | 12.27% | 1.42% | 3.66% | 11.55% | 6.88% | 1.86% | 6.37% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
SFSNX vs. VSCIX - Drawdown Comparison
The maximum SFSNX drawdown since its inception was -58.32%, roughly equal to the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for SFSNX and VSCIX.
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Drawdown Indicators
| SFSNX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.32% | -59.66% | +1.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.38% | -14.30% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -28.13% | +2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -44.82% | -41.81% | -3.01% |
Current DrawdownCurrent decline from peak | -9.29% | -8.97% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -8.38% | -10.18% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 3.29% | +0.44% |
Volatility
SFSNX vs. VSCIX - Volatility Comparison
Schwab Fundamental US Small Company Index Fund (SFSNX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) have volatilities of 5.81% and 5.90%, 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.
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Volatility by Period
| SFSNX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 5.90% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 12.22% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.89% | 21.62% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 20.70% | +0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.25% | 21.53% | +1.72% |