VOOV vs. SWLVX
Compare and contrast key facts about Vanguard S&P 500 Value ETF (VOOV) and Schwab U.S. Large-Cap Value Index Fund (SWLVX).
VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value Index. It was launched on Sep 7, 2010. SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
VOOV vs. SWLVX - Performance Comparison
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VOOV vs. SWLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOOV Vanguard S&P 500 Value ETF | 0.14% | 13.10% | 12.21% | 22.15% | -5.37% | 24.87% | 1.23% | 31.75% | -9.09% | 0.40% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.09% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
Returns By Period
In the year-to-date period, VOOV achieves a 0.14% return, which is significantly lower than SWLVX's 2.09% return.
VOOV
- 1D
- 0.20%
- 1M
- -4.34%
- YTD
- 0.14%
- 6M
- 3.03%
- 1Y
- 13.11%
- 3Y*
- 13.86%
- 5Y*
- 10.44%
- 10Y*
- 11.36%
SWLVX
- 1D
- 2.15%
- 1M
- -4.65%
- YTD
- 2.09%
- 6M
- 5.83%
- 1Y
- 15.94%
- 3Y*
- 14.29%
- 5Y*
- 9.20%
- 10Y*
- —
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VOOV vs. SWLVX - Expense Ratio Comparison
VOOV has a 0.10% expense ratio, which is higher than SWLVX's 0.04% 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%.
Return for Risk
VOOV vs. SWLVX — Risk / Return Rank
VOOV
SWLVX
VOOV vs. SWLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Value ETF (VOOV) and Schwab U.S. Large-Cap Value Index Fund (SWLVX). 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.
| VOOV | SWLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.01 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.47 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.44 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.03 | 6.76 | -1.73 |
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
| VOOV | SWLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.01 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.62 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.50 | +0.23 |
Correlation
The correlation between VOOV and SWLVX is 0.97, 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.
Dividends
VOOV vs. SWLVX - Dividend Comparison
VOOV's dividend yield for the trailing twelve months is around 1.80%, less than SWLVX's 1.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOV Vanguard S&P 500 Value ETF | 1.80% | 1.76% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 1.98% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
Drawdowns
VOOV vs. SWLVX - Drawdown Comparison
The maximum VOOV drawdown since its inception was -37.31%, roughly equal to the maximum SWLVX drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for VOOV and SWLVX.
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Drawdown Indicators
| VOOV | SWLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.31% | -38.34% | +1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -11.82% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -18.10% | -19.05% | +0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -37.31% | — | — |
Current DrawdownCurrent decline from peak | -4.48% | -4.82% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -4.93% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.51% | +0.06% |
Volatility
VOOV vs. SWLVX - Volatility Comparison
The current volatility for Vanguard S&P 500 Value ETF (VOOV) is 3.82%, while Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a volatility of 4.47%. This indicates that VOOV experiences smaller price fluctuations and is considered to be less risky than SWLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VOOV | SWLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 4.47% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 8.30% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.59% | 15.74% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 14.85% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 18.67% | -1.71% |