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 0.97, 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:
-0.75
SCHM:
-0.51
VSEQX:
-0.84
SCHM:
-0.56
VSEQX:
0.87
SCHM:
0.92
VSEQX:
-0.51
SCHM:
-0.44
VSEQX:
-1.81
SCHM:
-1.78
VSEQX:
9.40%
SCHM:
5.16%
VSEQX:
22.57%
SCHM:
18.02%
VSEQX:
-67.44%
SCHM:
-42.43%
VSEQX:
-33.32%
SCHM:
-20.86%
Returns By Period
In the year-to-date period, VSEQX achieves a -15.66% return, which is significantly lower than SCHM's -14.44% return. Over the past 10 years, VSEQX has underperformed SCHM with an annualized return of 0.28%, while SCHM has yielded a comparatively higher 8.15% annualized return.
VSEQX
-15.66%
-12.99%
-22.71%
-16.06%
9.11%
0.28%
SCHM
-14.44%
-12.81%
-13.99%
-8.12%
15.90%
8.15%
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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 Rank
VSEQX
SCHM
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's dividend yield for the trailing twelve months is around 1.52%, less than SCHM's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 1.52% | 1.28% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% |
SCHM Schwab US Mid-Cap ETF | 2.37% | 2.05% | 3.72% | 1.67% | 2.02% | 2.97% | 3.69% | 2.26% | 2.37% | 3.69% | 3.07% | 2.97% |
Drawdowns
VSEQX vs. SCHM - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -67.44%, 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) and Schwab US Mid-Cap ETF (SCHM) have volatilities of 10.60% and 10.40%, 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.