VITAX vs. SICNX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Schwab International Core Equity Fund (SICNX).
VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004. SICNX is managed by Charles Schwab. It was launched on May 30, 2008.
Performance
VITAX vs. SICNX - Performance Comparison
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VITAX vs. SICNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
SICNX Schwab International Core Equity Fund | 1.58% | 31.57% | 9.04% | 20.00% | -15.31% | 11.01% | 4.64% | 19.16% | -18.30% | 25.48% |
Returns By Period
In the year-to-date period, VITAX achieves a -7.30% return, which is significantly lower than SICNX's 1.58% return. Over the past 10 years, VITAX has outperformed SICNX with an annualized return of 21.35%, while SICNX has yielded a comparatively lower 8.35% annualized return.
VITAX
- 1D
- 4.32%
- 1M
- -4.86%
- YTD
- -7.30%
- 6M
- -7.06%
- 1Y
- 28.08%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
SICNX
- 1D
- 2.79%
- 1M
- -7.54%
- YTD
- 1.58%
- 6M
- 1.58%
- 1Y
- 22.04%
- 3Y*
- 17.29%
- 5Y*
- 9.73%
- 10Y*
- 8.35%
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VITAX vs. SICNX - Expense Ratio Comparison
VITAX has a 0.10% expense ratio, which is lower than SICNX's 0.86% expense ratio.
Return for Risk
VITAX vs. SICNX — Risk / Return Rank
VITAX
SICNX
VITAX vs. SICNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Schwab International Core Equity Fund (SICNX). 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.
| VITAX | SICNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.23 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.62 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.65 | +0.13 |
Martin ratioReturn relative to average drawdown | 5.48 | 6.13 | -0.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VITAX | SICNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.23 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.62 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.51 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.25 | +0.34 |
Correlation
The correlation between VITAX and SICNX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VITAX vs. SICNX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.44%, while SICNX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
SICNX Schwab International Core Equity Fund | 0.00% | 0.00% | 2.61% | 2.67% | 3.42% | 2.86% | 1.03% | 3.56% | 2.86% | 2.61% | 2.50% | 2.04% |
Drawdowns
VITAX vs. SICNX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, roughly equal to the maximum SICNX drawdown of -55.78%. Use the drawdown chart below to compare losses from any high point for VITAX and SICNX.
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Drawdown Indicators
| VITAX | SICNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -55.78% | +0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -12.21% | -4.17% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -29.11% | -5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -40.62% | +5.52% |
Current DrawdownCurrent decline from peak | -12.77% | -9.28% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -12.28% | +4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 3.28% | +2.02% |
Volatility
VITAX vs. SICNX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Schwab International Core Equity Fund (SICNX) have volatilities of 8.04% and 7.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | SICNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 7.99% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 16.41% | 13.12% | +3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 18.25% | +9.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 15.92% | +9.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 16.40% | +8.32% |