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:
0.72
SCHM:
1.42
VSEQX:
0.97
SCHM:
1.97
VSEQX:
1.17
SCHM:
1.25
VSEQX:
0.53
SCHM:
2.59
VSEQX:
2.87
SCHM:
6.30
VSEQX:
5.07%
SCHM:
3.36%
VSEQX:
20.17%
SCHM:
14.91%
VSEQX:
-67.44%
SCHM:
-42.43%
VSEQX:
-17.62%
SCHM:
-3.80%
Returns By Period
The year-to-date returns for both stocks are quite close, with VSEQX having a 4.21% return and SCHM slightly lower at 4.01%. Over the past 10 years, VSEQX has underperformed SCHM with an annualized return of 2.92%, while SCHM has yielded a comparatively higher 11.06% annualized return.
VSEQX
4.21%
3.46%
-0.44%
12.57%
3.32%
2.92%
SCHM
4.01%
3.59%
8.23%
19.27%
10.57%
11.06%
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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 1.23%, less than SCHM's 2.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 1.23% | 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 | 2.57% | 2.67% | 4.51% | 3.42% | 2.02% | 1.96% | 2.66% | 2.13% | 2.72% | 3.26% | 2.95% | 4.45% |
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) has a higher volatility of 14.24% compared to Schwab US Mid-Cap ETF (SCHM) at 5.27%. 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.