Correlation
The correlation between VOT and SCHM is 0.90, 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.
VOT vs. SCHM
Compare and contrast key facts about Vanguard Mid-Cap Growth ETF (VOT) and Schwab US Mid-Cap ETF (SCHM).
VOT and SCHM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006. SCHM is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones US Total Stock Market Mid-Cap. It was launched on Jan 13, 2011. Both VOT and SCHM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VOT or SCHM.
Performance
VOT vs. SCHM - Performance Comparison
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Key characteristics
VOT:
0.80
SCHM:
0.32
VOT:
1.10
SCHM:
0.49
VOT:
1.15
SCHM:
1.07
VOT:
0.70
SCHM:
0.22
VOT:
2.50
SCHM:
0.71
VOT:
6.14%
SCHM:
7.29%
VOT:
22.20%
SCHM:
21.73%
VOT:
-60.17%
SCHM:
-42.43%
VOT:
-3.22%
SCHM:
-9.21%
Returns By Period
In the year-to-date period, VOT achieves a 5.64% return, which is significantly higher than SCHM's -1.85% return. Over the past 10 years, VOT has outperformed SCHM with an annualized return of 10.30%, while SCHM has yielded a comparatively lower 9.54% annualized return.
VOT
5.64%
7.64%
-0.58%
17.65%
12.07%
11.43%
10.30%
SCHM
-1.85%
5.77%
-8.63%
6.96%
7.75%
12.53%
9.54%
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VOT vs. SCHM - Expense Ratio Comparison
VOT has a 0.07% expense ratio, which is higher than SCHM'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%.
Risk-Adjusted Performance
VOT vs. SCHM — Risk-Adjusted Performance Rank
VOT
SCHM
VOT vs. SCHM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth ETF (VOT) and Schwab US Mid-Cap ETF (SCHM). 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
VOT vs. SCHM - Dividend Comparison
VOT's dividend yield for the trailing twelve months is around 0.65%, less than SCHM's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOT Vanguard Mid-Cap Growth ETF | 0.65% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% |
SCHM Schwab US Mid-Cap ETF | 1.43% | 1.43% | 1.50% | 1.67% | 1.14% | 1.31% | 1.48% | 1.57% | 1.28% | 1.52% | 1.54% | 1.48% |
Drawdowns
VOT vs. SCHM - Drawdown Comparison
The maximum VOT drawdown since its inception was -60.17%, which is greater than SCHM's maximum drawdown of -42.43%. Use the drawdown chart below to compare losses from any high point for VOT and SCHM.
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Volatility
VOT vs. SCHM - Volatility Comparison
The current volatility for Vanguard Mid-Cap Growth ETF (VOT) is 5.03%, while Schwab US Mid-Cap ETF (SCHM) has a volatility of 5.93%. This indicates that VOT experiences smaller price fluctuations and is considered to be less risky than SCHM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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