VGLIX vs. SWRSX
Compare and contrast key facts about Voya International High DividendLow VolatilityFund (VGLIX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX).
VGLIX is managed by Voya. It was launched on Dec 5, 2016. SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGLIX or SWRSX.
Correlation
The correlation between VGLIX and SWRSX is 0.07, 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
VGLIX vs. SWRSX - Performance Comparison
Key characteristics
Returns By Period
VGLIX
N/A
N/A
N/A
N/A
N/A
N/A
SWRSX
1.89%
1.38%
0.39%
5.10%
1.53%
2.17%
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VGLIX vs. SWRSX - Expense Ratio Comparison
VGLIX has a 0.65% expense ratio, which is higher than SWRSX's 0.05% expense ratio.
Risk-Adjusted Performance
VGLIX vs. SWRSX — Risk-Adjusted Performance Rank
VGLIX
SWRSX
VGLIX vs. SWRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya International High DividendLow VolatilityFund (VGLIX) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX). 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
VGLIX vs. SWRSX - Dividend Comparison
VGLIX has not paid dividends to shareholders, while SWRSX's dividend yield for the trailing twelve months is around 3.61%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGLIX Voya International High DividendLow VolatilityFund | 100.49% | 100.49% | 6.11% | 4.04% | 3.90% | 2.05% | 3.66% | 4.18% | 2.89% | 0.18% | 0.00% | 0.00% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.61% | 3.68% | 3.11% | 7.07% | 4.33% | 1.25% | 2.20% | 2.88% | 1.99% | 1.81% | 0.77% | 2.30% |
Drawdowns
VGLIX vs. SWRSX - Drawdown Comparison
Volatility
VGLIX vs. SWRSX - Volatility Comparison
The current volatility for Voya International High DividendLow VolatilityFund (VGLIX) is 0.00%, while Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) has a volatility of 1.21%. This indicates that VGLIX experiences smaller price fluctuations and is considered to be less risky than SWRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.