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VLISX vs. SWPPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VLISX and SWPPX is -0.18. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

VLISX vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Large-Cap Index Fund Institutional Shares (VLISX) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


VLISX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SWPPX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VLISX vs. SWPPX - Expense Ratio Comparison

VLISX has a 0.04% 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

VLISX vs. SWPPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VLISX
The Risk-Adjusted Performance Rank of VLISX is 6565
Overall Rank
The Sharpe Ratio Rank of VLISX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VLISX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of VLISX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of VLISX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of VLISX is 6565
Martin Ratio Rank

SWPPX
The Risk-Adjusted Performance Rank of SWPPX is 6464
Overall Rank
The Sharpe Ratio Rank of SWPPX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of SWPPX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of SWPPX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of SWPPX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of SWPPX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VLISX vs. SWPPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Institutional Shares (VLISX) 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.



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Dividends

VLISX vs. SWPPX - Dividend Comparison

Neither VLISX nor SWPPX has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

VLISX vs. SWPPX - Drawdown Comparison


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Volatility

VLISX vs. SWPPX - Volatility Comparison


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