VGAVX vs. SWPPX
Compare and contrast key facts about Vanguard Emerging Markets Government Bond Index Fund Admiral Shares (VGAVX) and Schwab S&P 500 Index Fund (SWPPX).
VGAVX is managed by Vanguard. It was launched on May 31, 2013. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGAVX or SWPPX.
Correlation
The correlation between VGAVX and SWPPX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VGAVX vs. SWPPX - Performance Comparison
Key characteristics
VGAVX:
1.98
SWPPX:
1.75
VGAVX:
2.92
SWPPX:
2.35
VGAVX:
1.36
SWPPX:
1.32
VGAVX:
0.81
SWPPX:
2.66
VGAVX:
7.73
SWPPX:
10.97
VGAVX:
1.25%
SWPPX:
2.05%
VGAVX:
4.92%
SWPPX:
12.89%
VGAVX:
-26.77%
SWPPX:
-55.06%
VGAVX:
-3.36%
SWPPX:
-2.12%
Returns By Period
In the year-to-date period, VGAVX achieves a 1.92% return, which is significantly lower than SWPPX's 2.41% return. Over the past 10 years, VGAVX has underperformed SWPPX with an annualized return of 3.15%, while SWPPX has yielded a comparatively higher 12.77% annualized return.
VGAVX
1.92%
1.16%
1.62%
9.42%
0.00%
3.15%
SWPPX
2.41%
-1.09%
7.40%
19.76%
14.27%
12.77%
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VGAVX vs. SWPPX - Expense Ratio Comparison
VGAVX has a 0.20% expense ratio, which is higher than SWPPX's 0.02% expense ratio. However, 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
VGAVX vs. SWPPX — Risk-Adjusted Performance Rank
VGAVX
SWPPX
VGAVX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Government Bond Index Fund Admiral Shares (VGAVX) and Schwab S&P 500 Index Fund (SWPPX). 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
VGAVX vs. SWPPX - Dividend Comparison
VGAVX's dividend yield for the trailing twelve months is around 6.14%, more than SWPPX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGAVX Vanguard Emerging Markets Government Bond Index Fund Admiral Shares | 6.14% | 6.06% | 5.52% | 5.30% | 4.07% | 4.19% | 4.60% | 4.54% | 4.62% | 4.73% | 4.94% | 4.50% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
VGAVX vs. SWPPX - Drawdown Comparison
The maximum VGAVX drawdown since its inception was -26.77%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for VGAVX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
VGAVX vs. SWPPX - Volatility Comparison
The current volatility for Vanguard Emerging Markets Government Bond Index Fund Admiral Shares (VGAVX) is 1.27%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.43%. This indicates that VGAVX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.