SWDSX vs. VIG
Compare and contrast key facts about Schwab Dividend Equity Fund™ (SWDSX) and Vanguard Dividend Appreciation ETF (VIG).
SWDSX is managed by Charles Schwab. It was launched on Sep 2, 2003. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
SWDSX vs. VIG - Performance Comparison
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SWDSX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWDSX Schwab Dividend Equity Fund™ | 0.45% | 12.31% | 17.06% | 6.92% | -5.84% | 28.24% | -4.33% | 24.32% | -12.18% | 15.40% |
VIG Vanguard Dividend Appreciation ETF | -1.77% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, SWDSX achieves a 0.45% return, which is significantly higher than VIG's -1.77% return. Over the past 10 years, SWDSX has underperformed VIG with an annualized return of 8.74%, while VIG has yielded a comparatively higher 12.25% annualized return.
SWDSX
- 1D
- 0.00%
- 1M
- -5.46%
- YTD
- 0.45%
- 6M
- 0.22%
- 1Y
- 9.25%
- 3Y*
- 12.77%
- 5Y*
- 8.89%
- 10Y*
- 8.74%
VIG
- 1D
- 2.07%
- 1M
- -5.18%
- YTD
- -1.77%
- 6M
- 0.45%
- 1Y
- 12.67%
- 3Y*
- 13.80%
- 5Y*
- 9.76%
- 10Y*
- 12.25%
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SWDSX vs. VIG - Expense Ratio Comparison
SWDSX has a 0.89% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
SWDSX vs. VIG — Risk / Return Rank
SWDSX
VIG
SWDSX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Dividend Equity Fund™ (SWDSX) and Vanguard Dividend Appreciation ETF (VIG). 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.
| SWDSX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.83 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.28 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.28 | -0.31 |
Martin ratioReturn relative to average drawdown | 4.38 | 5.73 | -1.35 |
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
| SWDSX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.83 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.69 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.77 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.57 | -0.10 |
Correlation
The correlation between SWDSX and VIG is 0.93, 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
SWDSX vs. VIG - Dividend Comparison
SWDSX's dividend yield for the trailing twelve months is around 0.79%, less than VIG's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDSX Schwab Dividend Equity Fund™ | 0.79% | 1.22% | 2.59% | 2.25% | 6.83% | 16.25% | 2.09% | 6.86% | 11.63% | 10.24% | 1.68% | 14.46% |
VIG Vanguard Dividend Appreciation ETF | 1.61% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
SWDSX vs. VIG - Drawdown Comparison
The maximum SWDSX drawdown since its inception was -50.01%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for SWDSX and VIG.
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Drawdown Indicators
| SWDSX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.01% | -46.81% | -3.20% |
Max Drawdown (1Y)Largest decline over 1 year | -9.80% | -10.83% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -20.39% | +2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -31.72% | -8.48% |
Current DrawdownCurrent decline from peak | -6.00% | -6.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -5.55% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.42% | -0.25% |
Volatility
SWDSX vs. VIG - Volatility Comparison
The current volatility for Schwab Dividend Equity Fund™ (SWDSX) is 2.68%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 4.07%. This indicates that SWDSX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWDSX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 4.07% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.25% | 7.84% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 15.31% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.26% | 14.26% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 16.05% | +0.87% |