SWISX vs. VXUS
Compare and contrast key facts about Schwab International Index Fund (SWISX) and Vanguard Total International Stock ETF (VXUS).
SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011. Both SWISX and VXUS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWISX or VXUS.
Correlation
The correlation between SWISX and VXUS is 0.96, 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
SWISX vs. VXUS - Performance Comparison
Key characteristics
SWISX:
0.68
VXUS:
0.83
SWISX:
1.02
VXUS:
1.22
SWISX:
1.12
VXUS:
1.15
SWISX:
0.98
VXUS:
1.11
SWISX:
2.59
VXUS:
3.59
SWISX:
3.38%
VXUS:
2.92%
SWISX:
12.83%
VXUS:
12.64%
SWISX:
-60.65%
VXUS:
-35.97%
SWISX:
-7.25%
VXUS:
-6.27%
Returns By Period
In the year-to-date period, SWISX achieves a 5.98% return, which is significantly lower than VXUS's 7.41% return. Both investments have delivered pretty close results over the past 10 years, with SWISX having a 5.41% annualized return and VXUS not far behind at 5.28%.
SWISX
5.98%
1.83%
0.13%
8.58%
5.36%
5.41%
VXUS
7.41%
1.42%
1.78%
10.27%
4.90%
5.28%
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SWISX vs. VXUS - Expense Ratio Comparison
SWISX has a 0.06% expense ratio, which is lower than VXUS's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWISX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Index Fund (SWISX) and Vanguard Total International Stock ETF (VXUS). 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
SWISX vs. VXUS - Dividend Comparison
SWISX has not paid dividends to shareholders, while VXUS's dividend yield for the trailing twelve months is around 1.60%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Schwab International Index Fund | 0.00% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% | 2.54% |
Vanguard Total International Stock ETF | 1.60% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% | 2.70% |
Drawdowns
SWISX vs. VXUS - Drawdown Comparison
The maximum SWISX drawdown since its inception was -60.65%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for SWISX and VXUS. For additional features, visit the drawdowns tool.
Volatility
SWISX vs. VXUS - Volatility Comparison
Schwab International Index Fund (SWISX) and Vanguard Total International Stock ETF (VXUS) have volatilities of 2.58% and 2.46%, 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.