VDADX vs. SWDSX
Compare and contrast key facts about Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and Schwab Dividend Equity Fund™ (SWDSX).
VDADX is managed by Vanguard. It was launched on Dec 19, 2013. SWDSX is managed by Charles Schwab. It was launched on Sep 2, 2003.
Performance
VDADX vs. SWDSX - Performance Comparison
Loading graphics...
VDADX vs. SWDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | -3.77% | 14.17% | 16.99% | 14.44% | -9.80% | 23.59% | 15.47% | 29.68% | -2.06% | 22.22% |
SWDSX Schwab Dividend Equity Fund™ | 0.45% | 12.31% | 17.06% | 6.92% | -5.84% | 28.24% | -4.33% | 24.32% | -12.18% | 15.40% |
Returns By Period
In the year-to-date period, VDADX achieves a -3.77% return, which is significantly lower than SWDSX's 0.45% return. Over the past 10 years, VDADX has outperformed SWDSX with an annualized return of 12.01%, while SWDSX has yielded a comparatively lower 8.74% annualized return.
VDADX
- 1D
- 0.00%
- 1M
- -7.14%
- YTD
- -3.77%
- 6M
- -1.63%
- 1Y
- 10.40%
- 3Y*
- 13.00%
- 5Y*
- 9.45%
- 10Y*
- 12.01%
SWDSX
- 1D
- 0.00%
- 1M
- -5.46%
- YTD
- 0.45%
- 6M
- 0.22%
- 1Y
- 9.25%
- 3Y*
- 12.77%
- 5Y*
- 8.89%
- 10Y*
- 8.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VDADX vs. SWDSX - Expense Ratio Comparison
VDADX has a 0.08% expense ratio, which is lower than SWDSX's 0.89% expense ratio.
Return for Risk
VDADX vs. SWDSX — Risk / Return Rank
VDADX
SWDSX
VDADX vs. SWDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and Schwab Dividend Equity Fund™ (SWDSX). 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.
| VDADX | SWDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.80 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.16 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.97 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.19 | 4.38 | -0.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VDADX | SWDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.80 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.67 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.52 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.47 | +0.23 |
Correlation
The correlation between VDADX and SWDSX is 0.91, 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.
Dividends
VDADX vs. SWDSX - Dividend Comparison
VDADX's dividend yield for the trailing twelve months is around 1.62%, more than SWDSX's 0.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.62% | 1.60% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% |
SWDSX Schwab Dividend Equity Fund™ | 0.79% | 1.22% | 2.59% | 2.25% | 6.83% | 16.25% | 2.09% | 6.86% | 11.63% | 10.24% | 1.68% | 14.46% |
Drawdowns
VDADX vs. SWDSX - Drawdown Comparison
The maximum VDADX drawdown since its inception was -31.70%, smaller than the maximum SWDSX drawdown of -50.01%. Use the drawdown chart below to compare losses from any high point for VDADX and SWDSX.
Loading graphics...
Drawdown Indicators
| VDADX | SWDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -50.01% | +18.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -9.80% | -1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -17.94% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -31.70% | -40.20% | +8.50% |
Current DrawdownCurrent decline from peak | -7.93% | -6.00% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -6.82% | +3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.17% | +0.23% |
Volatility
VDADX vs. SWDSX - Volatility Comparison
Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) has a higher volatility of 3.33% compared to Schwab Dividend Equity Fund™ (SWDSX) at 2.68%. This indicates that VDADX's price experiences larger fluctuations and is considered to be riskier than SWDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VDADX | SWDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.68% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 7.25% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 13.54% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.28% | 13.26% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.18% | 16.92% | -0.74% |