VSMVX vs. SCHB
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) and Schwab U.S. Broad Market ETF (SCHB).
VSMVX is managed by Vanguard. It was launched on Nov 19, 2014. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMVX or SCHB.
Correlation
The correlation between VSMVX and SCHB is 0.82, 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
VSMVX vs. SCHB - Performance Comparison
Key characteristics
VSMVX:
0.46
SCHB:
1.66
VSMVX:
0.80
SCHB:
2.24
VSMVX:
1.10
SCHB:
1.31
VSMVX:
0.79
SCHB:
2.54
VSMVX:
2.00
SCHB:
10.03
VSMVX:
4.44%
SCHB:
2.16%
VSMVX:
19.50%
SCHB:
13.08%
VSMVX:
-47.61%
SCHB:
-35.27%
VSMVX:
-9.74%
SCHB:
-2.40%
Returns By Period
In the year-to-date period, VSMVX achieves a -2.47% return, which is significantly lower than SCHB's 2.11% return. Over the past 10 years, VSMVX has underperformed SCHB with an annualized return of 7.91%, while SCHB has yielded a comparatively higher 12.42% annualized return.
VSMVX
-2.47%
-5.06%
-0.02%
9.16%
9.13%
7.91%
SCHB
2.11%
-2.07%
7.37%
19.14%
14.30%
12.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSMVX vs. SCHB - Expense Ratio Comparison
VSMVX has a 0.08% expense ratio, which is higher than SCHB's 0.03% 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
VSMVX vs. SCHB — Risk-Adjusted Performance Rank
VSMVX
SCHB
VSMVX vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) and Schwab U.S. Broad Market ETF (SCHB). 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
VSMVX vs. SCHB - Dividend Comparison
VSMVX's dividend yield for the trailing twelve months is around 1.90%, more than SCHB's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMVX Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares | 1.90% | 1.85% | 1.92% | 1.88% | 1.66% | 1.46% | 1.65% | 1.89% | 1.55% | 1.26% | 1.42% | 1.30% |
SCHB Schwab U.S. Broad Market ETF | 1.22% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% |
Drawdowns
VSMVX vs. SCHB - Drawdown Comparison
The maximum VSMVX drawdown since its inception was -47.61%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for VSMVX and SCHB. For additional features, visit the drawdowns tool.
Volatility
VSMVX vs. SCHB - Volatility Comparison
Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) has a higher volatility of 4.57% compared to Schwab U.S. Broad Market ETF (SCHB) at 3.49%. This indicates that VSMVX's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.