SSGJX vs. SCHF

In the year-to-date period, SSGJX achieves a 14.18% return, which is significantly lower than SCHF's 16.59% return. Over the past 10 years, SSGJX has underperformed SCHF with an annualized return of 4.14%, while SCHF has yielded a comparatively higher 7.24% annualized return.

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SSGJX has a 0.27% expense ratio, which is higher than SCHF's 0.06% 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%.

This table presents a comparison of risk-adjusted performance metrics for State Street Global All Cap Equity ex-U.S. Index Fund (SSGJX) and Schwab International Equity ETF (SCHF). 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.

The current SSGJX Sharpe Ratio is 0.80, which is comparable to the SCHF Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of SSGJX and SCHF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSGJX's dividend yield for the trailing twelve months is around 3.88%, more than SCHF's 2.80% yield.

The maximum SSGJX drawdown since its inception was -40.42%, which is greater than SCHF's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for SSGJX and SCHF.

State Street Global All Cap Equity ex-U.S. Index Fund (SSGJX) and Schwab International Equity ETF (SCHF) have volatilities of 3.12% and 3.08%, 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.