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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSEQX or SCHM.
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.
Performance
VSEQX vs. SCHM - Performance Comparison
Key characteristics
VSEQX:
0.38
SCHM:
1.04
VSEQX:
0.58
SCHM:
1.48
VSEQX:
1.10
SCHM:
1.19
VSEQX:
0.46
SCHM:
1.90
VSEQX:
2.35
SCHM:
5.19
VSEQX:
3.39%
SCHM:
2.99%
VSEQX:
20.79%
SCHM:
15.00%
VSEQX:
-63.55%
SCHM:
-42.43%
VSEQX:
-16.38%
SCHM:
-7.14%
Returns By Period
In the year-to-date period, VSEQX achieves a 5.94% return, which is significantly lower than SCHM's 13.18% return. Over the past 10 years, VSEQX has underperformed SCHM with an annualized return of 9.00%, while SCHM has yielded a comparatively higher 10.63% annualized return.
VSEQX
5.94%
-14.01%
0.44%
5.91%
9.96%
9.00%
SCHM
13.18%
-3.14%
8.56%
13.83%
10.21%
10.63%
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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%.
Risk-Adjusted Performance
VSEQX vs. SCHM - Risk-Adjusted Performance 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.
Dividends
VSEQX vs. SCHM - Dividend Comparison
VSEQX has not paid dividends to shareholders, while SCHM's dividend yield for the trailing twelve months is around 1.43%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 0.00% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% | 1.20% |
SCHM Schwab US Mid-Cap ETF | 1.43% | 3.60% | 2.73% | 2.52% | 1.91% | 3.27% | 2.26% | 1.76% | 3.51% | 3.16% | 2.21% | 2.56% |
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. For additional features, visit the drawdowns tool.
Volatility
VSEQX vs. SCHM - Volatility Comparison
Vanguard Strategic Equity Fund (VSEQX) has a higher volatility of 15.10% compared to Schwab US Mid-Cap ETF (SCHM) at 5.13%. This indicates that VSEQX's price experiences larger fluctuations and is considered to be riskier than SCHM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.