VIMSX vs. SCHD
Compare and contrast key facts about Vanguard Mid Cap Index Fund (VIMSX) and Schwab US Dividend Equity ETF (SCHD).
VIMSX is managed by Vanguard. It was launched on May 21, 1998. 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: VIMSX or SCHD.
Key characteristics
| VIMSX | SCHD | |
|---|---|---|
| YTD Return | 20.25% | 17.07% |
| 1Y Return | 36.06% | 29.98% |
| 3Y Return (Ann) | 3.76% | 6.85% |
| 5Y Return (Ann) | 11.60% | 12.79% |
| 10Y Return (Ann) | 10.13% | 11.62% |
| Sharpe Ratio | 2.84 | 2.64 |
| Sortino Ratio | 3.94 | 3.81 |
| Omega Ratio | 1.50 | 1.47 |
| Calmar Ratio | 1.93 | 2.92 |
| Martin Ratio | 17.56 | 14.57 |
| Ulcer Index | 2.04% | 2.04% |
| Daily Std Dev | 12.62% | 11.26% |
| Max Drawdown | -58.96% | -33.37% |
| Current Drawdown | -0.64% | -0.86% |
Correlation
The correlation between VIMSX and SCHD is 0.85, 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.
Performance
VIMSX vs. SCHD - Performance Comparison
In the year-to-date period, VIMSX achieves a 20.25% return, which is significantly higher than SCHD's 17.07% return. Over the past 10 years, VIMSX has underperformed SCHD with an annualized return of 10.13%, while SCHD has yielded a comparatively higher 11.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIMSX vs. SCHD - Expense Ratio Comparison
VIMSX has a 0.17% expense ratio, which is higher than SCHD's 0.06% 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
VIMSX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid Cap Index Fund (VIMSX) 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
VIMSX vs. SCHD - Dividend Comparison
VIMSX's dividend yield for the trailing twelve months is around 1.34%, less than SCHD's 3.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMSX Vanguard Mid Cap Index Fund | 1.34% | 1.40% | 1.46% | 1.00% | 1.34% | 1.37% | 1.68% | 1.24% | 1.34% | 1.33% | 1.14% | 1.03% |
SCHD Schwab US Dividend Equity ETF | 3.38% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
VIMSX vs. SCHD - Drawdown Comparison
The maximum VIMSX drawdown since its inception was -58.96%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VIMSX and SCHD. For additional features, visit the drawdowns tool.
Volatility
VIMSX vs. SCHD - Volatility Comparison
Vanguard Mid Cap Index Fund (VIMSX) has a higher volatility of 3.82% compared to Schwab US Dividend Equity ETF (SCHD) at 3.51%. This indicates that VIMSX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.