SWMIX vs. VEU
Compare and contrast key facts about Schwab International Opportunities Fund (SWMIX) and Vanguard FTSE All-World ex-US ETF (VEU).
SWMIX is managed by Charles Schwab. It was launched on Apr 1, 2004. VEU is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US Index. It was launched on Mar 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWMIX or VEU.
Correlation
The correlation between SWMIX and VEU is 0.82, 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
SWMIX vs. VEU - Performance Comparison
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Key characteristics
SWMIX:
0.45
VEU:
0.62
SWMIX:
0.80
VEU:
1.03
SWMIX:
1.11
VEU:
1.14
SWMIX:
0.22
VEU:
0.80
SWMIX:
1.86
VEU:
2.52
SWMIX:
4.50%
VEU:
4.37%
SWMIX:
17.31%
VEU:
16.90%
SWMIX:
-65.11%
VEU:
-61.52%
SWMIX:
-26.51%
VEU:
-0.41%
Returns By Period
The year-to-date returns for both stocks are quite close, with SWMIX having a 11.20% return and VEU slightly lower at 10.81%. Over the past 10 years, SWMIX has underperformed VEU with an annualized return of 0.28%, while VEU has yielded a comparatively higher 5.30% annualized return.
SWMIX
11.20%
10.03%
7.47%
7.73%
3.09%
0.28%
VEU
10.81%
9.18%
7.19%
10.42%
10.90%
5.30%
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SWMIX vs. VEU - Expense Ratio Comparison
SWMIX has a 0.99% expense ratio, which is higher than VEU's 0.07% expense ratio.
Risk-Adjusted Performance
SWMIX vs. VEU — Risk-Adjusted Performance Rank
SWMIX
VEU
SWMIX vs. VEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Opportunities Fund (SWMIX) and Vanguard FTSE All-World ex-US ETF (VEU). 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.
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Dividends
SWMIX vs. VEU - Dividend Comparison
SWMIX's dividend yield for the trailing twelve months is around 1.84%, less than VEU's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 1.84% | 2.05% | 1.72% | 1.09% | 1.12% | 0.00% | 1.78% | 1.50% | 1.35% | 0.87% | 1.47% | 1.60% |
VEU Vanguard FTSE All-World ex-US ETF | 2.90% | 3.24% | 3.32% | 3.12% | 3.08% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% |
Drawdowns
SWMIX vs. VEU - Drawdown Comparison
The maximum SWMIX drawdown since its inception was -65.11%, which is greater than VEU's maximum drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for SWMIX and VEU. For additional features, visit the drawdowns tool.
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Volatility
SWMIX vs. VEU - Volatility Comparison
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