VSEQX vs. SCHM

In the year-to-date period, VSEQX achieves a -1.30% return, which is significantly lower than SCHM's -0.98% return. Both investments have delivered pretty close results over the past 10 years, with VSEQX having a 9.33% annualized return and SCHM not far ahead at 9.65%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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%.

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.

The current VSEQX Sharpe Ratio is 0.35, which is comparable to the SCHM Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of VSEQX and SCHM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSEQX's dividend yield for the trailing twelve months is around 11.51%, more than SCHM's 1.42% yield.

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.

Vanguard Strategic Equity Fund (VSEQX) and Schwab US Mid-Cap ETF (SCHM) have volatilities of 5.63% and 5.76%, 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.