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 0.95, 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
Key characteristics
SWMIX:
0.07
VEU:
0.43
SWMIX:
0.19
VEU:
0.68
SWMIX:
1.02
VEU:
1.08
SWMIX:
0.03
VEU:
0.59
SWMIX:
0.23
VEU:
1.43
SWMIX:
4.20%
VEU:
4.05%
SWMIX:
14.27%
VEU:
13.43%
SWMIX:
-65.11%
VEU:
-61.52%
SWMIX:
-31.80%
VEU:
-4.82%
Returns By Period
In the year-to-date period, SWMIX achieves a 3.19% return, which is significantly lower than VEU's 4.41% return. Over the past 10 years, SWMIX has underperformed VEU with an annualized return of -0.36%, while VEU has yielded a comparatively higher 4.88% annualized return.
SWMIX
3.19%
-3.09%
-3.28%
0.17%
5.12%
-0.36%
VEU
4.41%
-1.51%
-2.41%
5.33%
12.07%
4.88%
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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.
Dividends
SWMIX vs. VEU - Dividend Comparison
SWMIX's dividend yield for the trailing twelve months is around 1.98%, less than VEU's 3.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 1.98% | 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 | 3.07% | 3.24% | 3.32% | 3.12% | 3.07% | 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.
Volatility
SWMIX vs. VEU - Volatility Comparison
Schwab International Opportunities Fund (SWMIX) has a higher volatility of 5.17% compared to Vanguard FTSE All-World ex-US ETF (VEU) at 4.60%. This indicates that SWMIX's price experiences larger fluctuations and is considered to be riskier than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.