VPADX vs. SWPPX
Compare and contrast key facts about Vanguard Pacific Stock Index Fund Admiral Shares (VPADX) and Schwab S&P 500 Index Fund (SWPPX).
VPADX is managed by Vanguard. It was launched on Aug 13, 2001. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPADX or SWPPX.
Correlation
The correlation between VPADX and SWPPX is 0.69, 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.
Performance
VPADX vs. SWPPX - Performance Comparison
Key characteristics
VPADX:
0.28
SWPPX:
1.75
VPADX:
0.50
SWPPX:
2.35
VPADX:
1.06
SWPPX:
1.32
VPADX:
0.39
SWPPX:
2.66
VPADX:
0.90
SWPPX:
10.97
VPADX:
4.95%
SWPPX:
2.05%
VPADX:
15.72%
SWPPX:
12.89%
VPADX:
-55.28%
SWPPX:
-55.06%
VPADX:
-5.63%
SWPPX:
-2.12%
Returns By Period
In the year-to-date period, VPADX achieves a 4.32% return, which is significantly higher than SWPPX's 2.41% return. Over the past 10 years, VPADX has underperformed SWPPX with an annualized return of 4.81%, while SWPPX has yielded a comparatively higher 12.77% annualized return.
VPADX
4.32%
2.26%
-2.81%
2.95%
4.96%
4.81%
SWPPX
2.41%
-1.09%
7.40%
19.76%
14.27%
12.77%
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VPADX vs. SWPPX - Expense Ratio Comparison
VPADX has a 0.10% 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
VPADX vs. SWPPX — Risk-Adjusted Performance Rank
VPADX
SWPPX
VPADX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Pacific Stock Index Fund Admiral Shares (VPADX) 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.
Dividends
VPADX vs. SWPPX - Dividend Comparison
VPADX's dividend yield for the trailing twelve months is around 3.00%, more than SWPPX's 1.20% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VPADX Vanguard Pacific Stock Index Fund Admiral Shares | 3.00% | 3.13% | 3.09% | 2.73% | 3.15% | 1.79% | 2.83% | 3.03% | 2.57% | 2.65% | 2.43% | 2.70% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
VPADX vs. SWPPX - Drawdown Comparison
The maximum VPADX drawdown since its inception was -55.28%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for VPADX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
VPADX vs. SWPPX - Volatility Comparison
Vanguard Pacific Stock Index Fund Admiral Shares (VPADX) has a higher volatility of 3.79% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.43%. This indicates that VPADX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.