VGSTX vs. SCHD
Compare and contrast key facts about Vanguard STAR Fund (VGSTX) and Schwab US Dividend Equity ETF (SCHD).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985. 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: VGSTX or SCHD.
Performance
VGSTX vs. SCHD - Performance Comparison
Returns By Period
In the year-to-date period, VGSTX achieves a 10.19% return, which is significantly lower than SCHD's 16.26% return. Over the past 10 years, VGSTX has underperformed SCHD with an annualized return of 7.43%, while SCHD has yielded a comparatively higher 11.40% annualized return.
VGSTX
10.19%
-0.51%
4.66%
16.99%
7.72%
7.43%
SCHD
16.26%
0.84%
10.89%
25.41%
12.67%
11.40%
Key characteristics
| VGSTX | SCHD | |
|---|---|---|
| Sharpe Ratio | 1.93 | 2.27 |
| Sortino Ratio | 2.75 | 3.27 |
| Omega Ratio | 1.35 | 1.40 |
| Calmar Ratio | 1.45 | 3.34 |
| Martin Ratio | 11.98 | 12.25 |
| Ulcer Index | 1.40% | 2.05% |
| Daily Std Dev | 8.68% | 11.06% |
| Max Drawdown | -38.62% | -33.37% |
| Current Drawdown | -1.55% | -1.54% |
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VGSTX vs. SCHD - Expense Ratio Comparison
VGSTX has a 0.31% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between VGSTX and SCHD is 0.80, 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.
Risk-Adjusted Performance
VGSTX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) 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
VGSTX vs. SCHD - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 2.22%, less than SCHD's 3.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 2.22% | 2.21% | 2.08% | 1.36% | 1.42% | 2.11% | 2.52% | 1.85% | 2.08% | 2.09% | 2.18% | 1.82% |
SCHD Schwab US Dividend Equity ETF | 3.40% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
VGSTX vs. SCHD - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -38.62%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VGSTX and SCHD. For additional features, visit the drawdowns tool.
Volatility
VGSTX vs. SCHD - Volatility Comparison
The current volatility for Vanguard STAR Fund (VGSTX) is 2.32%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.39%. This indicates that VGSTX 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.