VRNIX vs. SCHD

In the year-to-date period, VRNIX achieves a 1.17% return, which is significantly higher than SCHD's -2.98% return. Over the past 10 years, VRNIX has outperformed SCHD with an annualized return of 12.52%, while SCHD has yielded a comparatively lower 10.60% annualized return.

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VRNIX has a 0.07% expense ratio, which is higher than SCHD's 0.06% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX) and Schwab US Dividend Equity ETF (SCHD). 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.

The current VRNIX Sharpe Ratio is 0.67, which is higher than the SCHD Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of VRNIX and SCHD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRNIX's dividend yield for the trailing twelve months is around 1.23%, less than SCHD's 3.96% yield.

The maximum VRNIX drawdown since its inception was -34.57%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VRNIX and SCHD.

Vanguard Russell 1000 Index Fund Institutional Shares (VRNIX) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 4.81% and 4.81%, 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.