VTIAX vs. SCHY
Compare and contrast key facts about Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) and Schwab International Dividend Equity ETF (SCHY).
VTIAX is managed by Vanguard. It was launched on Nov 29, 2010. SCHY is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones International Dividend 100 Index. It was launched on Apr 29, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTIAX or SCHY.
Correlation
The correlation between VTIAX and SCHY is 0.87, 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
VTIAX vs. SCHY - Performance Comparison
Key characteristics
VTIAX:
0.75
SCHY:
1.12
VTIAX:
1.12
SCHY:
1.61
VTIAX:
1.15
SCHY:
1.22
VTIAX:
0.89
SCHY:
1.26
VTIAX:
2.76
SCHY:
2.80
VTIAX:
4.23%
SCHY:
5.49%
VTIAX:
15.62%
SCHY:
13.63%
VTIAX:
-35.82%
SCHY:
-24.03%
VTIAX:
-2.75%
SCHY:
-0.31%
Returns By Period
In the year-to-date period, VTIAX achieves a 6.18% return, which is significantly lower than SCHY's 12.60% return.
VTIAX
6.18%
-1.67%
2.02%
9.26%
10.63%
4.66%
SCHY
12.60%
2.25%
5.70%
13.60%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTIAX vs. SCHY - Expense Ratio Comparison
VTIAX has a 0.11% expense ratio, which is lower than SCHY's 0.14% expense ratio. Despite the difference, 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
VTIAX vs. SCHY — Risk-Adjusted Performance Rank
VTIAX
SCHY
VTIAX vs. SCHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) and Schwab International Dividend Equity ETF (SCHY). 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
VTIAX vs. SCHY - Dividend Comparison
VTIAX's dividend yield for the trailing twelve months is around 3.09%, less than SCHY's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 3.09% | 3.33% | 3.21% | 3.05% | 3.05% | 2.10% | 3.04% | 3.17% | 2.74% | 2.93% | 2.84% | 3.40% |
SCHY Schwab International Dividend Equity ETF | 4.07% | 4.64% | 3.97% | 3.68% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VTIAX vs. SCHY - Drawdown Comparison
The maximum VTIAX drawdown since its inception was -35.82%, which is greater than SCHY's maximum drawdown of -24.03%. Use the drawdown chart below to compare losses from any high point for VTIAX and SCHY. For additional features, visit the drawdowns tool.
Volatility
VTIAX vs. SCHY - Volatility Comparison
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) has a higher volatility of 9.79% compared to Schwab International Dividend Equity ETF (SCHY) at 8.65%. This indicates that VTIAX's price experiences larger fluctuations and is considered to be riskier than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.