VSEQX vs. SCHM
Compare and contrast key facts about Vanguard Strategic Equity Fund (VSEQX) and Schwab US Mid-Cap ETF (SCHM).
VSEQX is managed by Vanguard. It was launched on Aug 14, 1995. 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.
Performance
VSEQX vs. SCHM - Performance Comparison
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VSEQX vs. SCHM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 1.73% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
SCHM Schwab US Mid-Cap ETF | 4.18% | 10.17% | 11.98% | 16.69% | -17.07% | 19.36% | 15.26% | 27.48% | -8.77% | 19.60% |
Returns By Period
In the year-to-date period, VSEQX achieves a 1.73% return, which is significantly lower than SCHM's 4.18% return. Over the past 10 years, VSEQX has outperformed SCHM with an annualized return of 11.81%, while SCHM has yielded a comparatively lower 10.30% annualized return.
VSEQX
- 1D
- 2.86%
- 1M
- -4.48%
- YTD
- 1.73%
- 6M
- 4.20%
- 1Y
- 24.89%
- 3Y*
- 16.51%
- 5Y*
- 10.14%
- 10Y*
- 11.81%
SCHM
- 1D
- 0.94%
- 1M
- -5.24%
- YTD
- 4.18%
- 6M
- 5.69%
- 1Y
- 20.54%
- 3Y*
- 13.06%
- 5Y*
- 6.01%
- 10Y*
- 10.30%
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VSEQX vs. SCHM - Expense Ratio Comparison
VSEQX has a 0.17% 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%.
Return for Risk
VSEQX vs. SCHM — Risk / Return Rank
VSEQX
SCHM
VSEQX vs. SCHM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) 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.
| VSEQX | SCHM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.98 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.49 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.49 | +0.31 |
Martin ratioReturn relative to average drawdown | 8.54 | 6.50 | +2.04 |
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
| VSEQX | SCHM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.98 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.31 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.51 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.55 | -0.07 |
Correlation
The correlation between VSEQX and SCHM is 0.98, 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
VSEQX vs. SCHM - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 10.97%, more than SCHM's 1.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 10.97% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
SCHM Schwab US Mid-Cap ETF | 1.40% | 1.46% | 1.43% | 1.50% | 1.67% | 1.13% | 1.31% | 1.48% | 1.56% | 1.27% | 1.51% | 1.54% |
Drawdowns
VSEQX vs. SCHM - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, which is greater than SCHM's maximum drawdown of -42.43%. Use the drawdown chart below to compare losses from any high point for VSEQX and SCHM.
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Drawdown Indicators
| VSEQX | SCHM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -42.43% | -21.12% |
Max Drawdown (1Y)Largest decline over 1 year | -14.30% | -14.16% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -26.46% | +1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -42.43% | -1.65% |
Current DrawdownCurrent decline from peak | -4.96% | -5.44% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -5.71% | -3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 3.24% | -0.24% |
Volatility
VSEQX vs. SCHM - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 6.00%, while Schwab US Mid-Cap ETF (SCHM) has a volatility of 6.80%. This indicates that VSEQX 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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Volatility by Period
| VSEQX | SCHM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 6.80% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 12.07% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.91% | 21.15% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.00% | 19.51% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 20.41% | +1.01% |