VSMAX vs. SWSSX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
VSMAX is managed by Vanguard. It was launched on Nov 13, 2000. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMAX or SWSSX.
Correlation
The correlation between VSMAX and SWSSX is 0.86, 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
VSMAX vs. SWSSX - Performance Comparison
Key characteristics
VSMAX:
0.11
SWSSX:
0.04
VSMAX:
0.31
SWSSX:
0.23
VSMAX:
1.04
SWSSX:
1.03
VSMAX:
0.09
SWSSX:
0.03
VSMAX:
0.32
SWSSX:
0.11
VSMAX:
7.32%
SWSSX:
8.53%
VSMAX:
22.43%
SWSSX:
24.20%
VSMAX:
-59.68%
SWSSX:
-67.30%
VSMAX:
-16.96%
SWSSX:
-21.74%
Returns By Period
In the year-to-date period, VSMAX achieves a -10.07% return, which is significantly higher than SWSSX's -11.85% return. Over the past 10 years, VSMAX has outperformed SWSSX with an annualized return of 7.42%, while SWSSX has yielded a comparatively lower 2.51% annualized return.
VSMAX
-10.07%
-6.10%
-8.63%
0.90%
13.22%
7.42%
SWSSX
-11.85%
-6.48%
-11.16%
-0.52%
9.26%
2.51%
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VSMAX vs. SWSSX - Expense Ratio Comparison
VSMAX has a 0.05% expense ratio, which is higher than SWSSX'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
VSMAX vs. SWSSX — Risk-Adjusted Performance Rank
VSMAX
SWSSX
VSMAX vs. SWSSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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
VSMAX vs. SWSSX - Dividend Comparison
VSMAX's dividend yield for the trailing twelve months is around 1.57%, less than SWSSX's 1.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | 1.57% | 1.30% | 1.56% | 1.54% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.49% | 1.48% | 1.43% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.88% | 1.66% | 1.49% | 1.32% | 1.17% | 1.12% | 1.43% | 1.61% | 1.26% | 1.39% | 1.50% | 1.28% |
Drawdowns
VSMAX vs. SWSSX - Drawdown Comparison
The maximum VSMAX drawdown since its inception was -59.68%, smaller than the maximum SWSSX drawdown of -67.30%. Use the drawdown chart below to compare losses from any high point for VSMAX and SWSSX. For additional features, visit the drawdowns tool.
Volatility
VSMAX vs. SWSSX - Volatility Comparison
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) has a higher volatility of 14.82% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 14.07%. This indicates that VSMAX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.