SWASX vs. VTI
Compare and contrast key facts about Schwab Global Real Estate Fund™ (SWASX) and Vanguard Total Stock Market ETF (VTI).
SWASX is managed by Charles Schwab. It was launched on May 30, 2007. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
SWASX vs. VTI - Performance Comparison
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SWASX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWASX Schwab Global Real Estate Fund™ | -0.59% | 11.33% | 1.42% | 8.49% | -25.10% | 25.32% | -12.10% | 27.81% | -7.66% | 14.38% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, SWASX achieves a -0.59% return, which is significantly higher than VTI's -4.01% return. Over the past 10 years, SWASX has underperformed VTI with an annualized return of 3.10%, while VTI has yielded a comparatively higher 13.60% annualized return.
SWASX
- 1D
- 0.15%
- 1M
- -10.76%
- YTD
- -0.59%
- 6M
- -0.14%
- 1Y
- 9.61%
- 3Y*
- 6.09%
- 5Y*
- 1.58%
- 10Y*
- 3.10%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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SWASX vs. VTI - Expense Ratio Comparison
SWASX has a 1.05% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
SWASX vs. VTI — Risk / Return Rank
SWASX
VTI
SWASX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Global Real Estate Fund™ (SWASX) and Vanguard Total Stock Market ETF (VTI). 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.
| SWASX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.96 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.48 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.52 | -0.62 |
Martin ratioReturn relative to average drawdown | 3.80 | 7.26 | -3.46 |
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
| SWASX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.96 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.60 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.75 | -0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.48 | -0.38 |
Correlation
The correlation between SWASX and VTI is 0.76, 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
SWASX vs. VTI - Dividend Comparison
SWASX's dividend yield for the trailing twelve months is around 2.23%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWASX Schwab Global Real Estate Fund™ | 2.23% | 3.11% | 3.32% | 3.29% | 3.00% | 3.71% | 2.94% | 7.38% | 4.24% | 3.32% | 4.67% | 3.00% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
SWASX vs. VTI - Drawdown Comparison
The maximum SWASX drawdown since its inception was -69.47%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SWASX and VTI.
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Drawdown Indicators
| SWASX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.47% | -55.45% | -14.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -12.30% | +1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -25.36% | -6.95% |
Max Drawdown (10Y)Largest decline over 10 years | -44.19% | -35.00% | -9.19% |
Current DrawdownCurrent decline from peak | -10.76% | -6.25% | -4.51% |
Average DrawdownAverage peak-to-trough decline | -15.62% | -8.08% | -7.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.58% | 0.00% |
Volatility
SWASX vs. VTI - Volatility Comparison
The current volatility for Schwab Global Real Estate Fund™ (SWASX) is 4.05%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 5.45%. This indicates that SWASX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWASX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 5.45% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 9.73% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 19.01% | -5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 17.42% | -2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 18.29% | -1.25% |