SICNX vs. VITAX
Compare and contrast key facts about Schwab International Core Equity Fund (SICNX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
SICNX is managed by Charles Schwab. It was launched on May 30, 2008. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SICNX or VITAX.
Correlation
The correlation between SICNX and VITAX is 0.70, 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
SICNX vs. VITAX - Performance Comparison
Key characteristics
SICNX:
0.60
VITAX:
1.33
SICNX:
0.90
VITAX:
1.81
SICNX:
1.11
VITAX:
1.24
SICNX:
0.80
VITAX:
1.89
SICNX:
2.54
VITAX:
6.76
SICNX:
3.13%
VITAX:
4.27%
SICNX:
13.17%
VITAX:
21.69%
SICNX:
-55.95%
VITAX:
-54.81%
SICNX:
-9.98%
VITAX:
-4.09%
Returns By Period
In the year-to-date period, SICNX achieves a 6.26% return, which is significantly lower than VITAX's 29.10% return. Over the past 10 years, SICNX has underperformed VITAX with an annualized return of 4.76%, while VITAX has yielded a comparatively higher 20.59% annualized return.
SICNX
6.26%
-3.35%
-4.31%
8.86%
4.73%
4.76%
VITAX
29.10%
1.53%
7.38%
30.95%
21.66%
20.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SICNX vs. VITAX - Expense Ratio Comparison
SICNX has a 0.86% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
SICNX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Core Equity Fund (SICNX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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
SICNX vs. VITAX - Dividend Comparison
SICNX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SICNX Schwab International Core Equity Fund | 0.00% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.33% | 2.49% | 2.04% | 1.66% | 2.61% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.47% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
SICNX vs. VITAX - Drawdown Comparison
The maximum SICNX drawdown since its inception was -55.95%, roughly equal to the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for SICNX and VITAX. For additional features, visit the drawdowns tool.
Volatility
SICNX vs. VITAX - Volatility Comparison
The current volatility for Schwab International Core Equity Fund (SICNX) is 4.47%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 5.52%. This indicates that SICNX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.