VTIAX vs. SWISX
Compare and contrast key facts about Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) and Schwab International Index Fund (SWISX).
VTIAX is managed by Vanguard. It was launched on Nov 29, 2010. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE 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: VTIAX or SWISX.
Key characteristics
| VTIAX | SWISX | |
|---|---|---|
| YTD Return | 6.49% | 7.31% |
| 1Y Return | 13.11% | 13.39% |
| 3Y Return (Ann) | 1.39% | 3.68% |
| 5Y Return (Ann) | 6.74% | 7.59% |
| 10Y Return (Ann) | 4.44% | 4.79% |
| Sharpe Ratio | 1.21 | 1.16 |
| Daily Std Dev | 11.64% | 12.35% |
| Max Drawdown | -35.83% | -60.65% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VTIAX and SWISX 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
VTIAX vs. SWISX - Performance Comparison
In the year-to-date period, VTIAX achieves a 6.49% return, which is significantly lower than SWISX's 7.31% return. Over the past 10 years, VTIAX has underperformed SWISX with an annualized return of 4.44%, while SWISX has yielded a comparatively higher 4.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VTIAX vs. SWISX - Expense Ratio Comparison
VTIAX has a 0.11% expense ratio, which is higher than SWISX's 0.06% 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
VTIAX vs. SWISX - 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 Index Fund (SWISX). 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. SWISX - Dividend Comparison
VTIAX's dividend yield for the trailing twelve months is around 3.19%, more than SWISX's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 3.19% | 3.21% | 3.04% | 3.05% | 2.10% | 3.04% | 3.16% | 2.73% | 2.93% | 2.84% | 3.40% | 2.71% |
SWISX Schwab International Index Fund | 3.09% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% | 2.54% |
Drawdowns
VTIAX vs. SWISX - Drawdown Comparison
The maximum VTIAX drawdown since its inception was -35.83%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for VTIAX and SWISX. For additional features, visit the drawdowns tool.
Volatility
VTIAX vs. SWISX - Volatility Comparison
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) and Schwab International Index Fund (SWISX) have volatilities of 3.20% and 3.27%, 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.