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
Key characteristics
SWMIX:
0.52
VEU:
0.72
SWMIX:
0.85
VEU:
1.11
SWMIX:
1.11
VEU:
1.15
SWMIX:
0.24
VEU:
0.89
SWMIX:
2.01
VEU:
2.78
SWMIX:
4.50%
VEU:
4.37%
SWMIX:
17.39%
VEU:
16.94%
SWMIX:
-65.11%
VEU:
-61.52%
SWMIX:
-28.62%
VEU:
-1.60%
Returns By Period
The year-to-date returns for both stocks are quite close, with SWMIX having a 8.00% return and VEU slightly lower at 7.94%. Over the past 10 years, SWMIX has underperformed VEU with an annualized return of -0.08%, while VEU has yielded a comparatively higher 4.86% annualized return.
SWMIX
8.00%
-0.61%
3.10%
7.86%
3.57%
-0.08%
VEU
7.94%
-0.82%
3.43%
11.21%
11.03%
4.86%
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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 1.89%, less than VEU's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 1.89% | 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 | 2.97% | 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) and Vanguard FTSE All-World ex-US ETF (VEU) have volatilities of 11.12% and 11.29%, 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.