VBITX vs. SCHD
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Schwab US Dividend Equity ETF (SCHD).
VBITX is managed by Vanguard. It was launched on Sep 27, 2011. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBITX or SCHD.
Correlation
The correlation between VBITX and SCHD is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VBITX vs. SCHD - Performance Comparison
Key characteristics
VBITX:
2.50
SCHD:
0.18
VBITX:
4.15
SCHD:
0.35
VBITX:
1.54
SCHD:
1.05
VBITX:
1.96
SCHD:
0.18
VBITX:
9.96
SCHD:
0.64
VBITX:
0.65%
SCHD:
4.44%
VBITX:
2.61%
SCHD:
15.99%
VBITX:
-8.88%
SCHD:
-33.37%
VBITX:
-0.29%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, VBITX achieves a 1.89% return, which is significantly higher than SCHD's -5.19% return. Over the past 10 years, VBITX has underperformed SCHD with an annualized return of 1.67%, while SCHD has yielded a comparatively higher 10.28% annualized return.
VBITX
1.89%
0.49%
2.33%
6.72%
1.04%
1.67%
SCHD
-5.19%
-7.66%
-7.13%
3.11%
13.15%
10.28%
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VBITX vs. SCHD - Expense Ratio Comparison
VBITX has a 0.05% expense ratio, which is lower than SCHD's 0.06% 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
VBITX vs. SCHD — Risk-Adjusted Performance Rank
VBITX
SCHD
VBITX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Schwab US Dividend Equity ETF (SCHD). 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
VBITX vs. SCHD - Dividend Comparison
VBITX's dividend yield for the trailing twelve months is around 3.19%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | 3.19% | 3.40% | 2.41% | 1.47% | 1.20% | 1.81% | 2.27% | 2.04% | 1.55% | 1.51% | 1.35% | 1.23% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
VBITX vs. SCHD - Drawdown Comparison
The maximum VBITX drawdown since its inception was -8.88%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VBITX and SCHD. For additional features, visit the drawdowns tool.
Volatility
VBITX vs. SCHD - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) is 0.97%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.20%. This indicates that VBITX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.