SNSXX vs. VUG
Compare and contrast key facts about Schwab U.S. Treasury Money Fund (SNSXX) and Vanguard Growth ETF (VUG).
SNSXX is managed by Charles Schwab. It was launched on Jan 17, 2018. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNSXX or VUG.
Performance
SNSXX vs. VUG - Performance Comparison
Returns By Period
In the year-to-date period, SNSXX achieves a 3.58% return, which is significantly lower than VUG's 30.27% return. Over the past 10 years, SNSXX has underperformed VUG with an annualized return of 1.20%, while VUG has yielded a comparatively higher 15.55% annualized return.
SNSXX
3.58%
0.00%
2.09%
4.26%
1.99%
1.20%
VUG
30.27%
2.44%
14.56%
36.37%
19.10%
15.55%
Key characteristics
SNSXX | VUG | |
---|---|---|
Sharpe Ratio | 3.18 | 2.14 |
Ulcer Index | 0.00% | 3.29% |
Daily Std Dev | 1.33% | 16.84% |
Max Drawdown | 0.00% | -50.68% |
Current Drawdown | 0.00% | -1.30% |
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SNSXX vs. VUG - Expense Ratio Comparison
Correlation
The correlation between SNSXX and VUG is 0.01, 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.
Risk-Adjusted Performance
SNSXX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Treasury Money Fund (SNSXX) and Vanguard Growth ETF (VUG). 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
SNSXX vs. VUG - Dividend Comparison
SNSXX's dividend yield for the trailing twelve months is around 4.17%, more than VUG's 0.49% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Schwab U.S. Treasury Money Fund | 4.17% | 4.61% | 1.28% | 0.02% | 0.27% | 1.47% | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Growth ETF | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
SNSXX vs. VUG - Drawdown Comparison
The maximum SNSXX drawdown since its inception was 0.00%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SNSXX and VUG. For additional features, visit the drawdowns tool.
Volatility
SNSXX vs. VUG - Volatility Comparison
The current volatility for Schwab U.S. Treasury Money Fund (SNSXX) is 0.00%, while Vanguard Growth ETF (VUG) has a volatility of 5.55%. This indicates that SNSXX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.