VTSAX vs. SWTSX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Schwab Total Stock Market Index Fund (SWTSX).
VTSAX is managed by Vanguard. It was launched on Nov 13, 2000. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Performance
VTSAX vs. SWTSX - Performance Comparison
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VTSAX vs. SWTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -3.13% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
SWTSX Schwab Total Stock Market Index Fund | -3.17% | 17.04% | 23.84% | 26.05% | -19.54% | 25.65% | 20.71% | 30.90% | -5.35% | 21.08% |
Returns By Period
The year-to-date returns for both stocks are quite close, with VTSAX having a -3.13% return and SWTSX slightly lower at -3.17%. Both investments have delivered pretty close results over the past 10 years, with VTSAX having a 13.74% annualized return and SWTSX not far behind at 13.68%.
VTSAX
- 1D
- 0.17%
- 1M
- -3.99%
- YTD
- -3.13%
- 6M
- -1.29%
- 1Y
- 24.10%
- 3Y*
- 18.07%
- 5Y*
- 10.67%
- 10Y*
- 13.74%
SWTSX
- 1D
- 0.19%
- 1M
- -3.99%
- YTD
- -3.17%
- 6M
- -1.40%
- 1Y
- 24.03%
- 3Y*
- 18.05%
- 5Y*
- 10.65%
- 10Y*
- 13.68%
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VTSAX vs. SWTSX - Expense Ratio Comparison
VTSAX has a 0.04% expense ratio, which is higher than SWTSX'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%.
Return for Risk
VTSAX vs. SWTSX — Risk / Return Rank
VTSAX
SWTSX
VTSAX vs. SWTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Schwab Total Stock Market Index Fund (SWTSX). 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.
| VTSAX | SWTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.95 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.46 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.50 | +0.01 |
Martin ratioReturn relative to average drawdown | 7.12 | 7.08 | +0.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VTSAX | SWTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.95 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.61 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.41 | +0.03 |
Correlation
The correlation between VTSAX and SWTSX is 1.00, 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.
Dividends
VTSAX vs. SWTSX - Dividend Comparison
VTSAX's dividend yield for the trailing twelve months is around 1.15%, which matches SWTSX's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.15% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
SWTSX Schwab Total Stock Market Index Fund | 1.14% | 1.10% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% |
Drawdowns
VTSAX vs. SWTSX - Drawdown Comparison
The maximum VTSAX drawdown since its inception was -55.33%, roughly equal to the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for VTSAX and SWTSX.
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Drawdown Indicators
| VTSAX | SWTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.33% | -54.60% | -0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -8.88% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -25.40% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -35.01% | +0.04% |
Current DrawdownCurrent decline from peak | -5.39% | -5.37% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -9.06% | -10.63% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.64% | -0.01% |
Volatility
VTSAX vs. SWTSX - Volatility Comparison
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Schwab Total Stock Market Index Fund (SWTSX) have volatilities of 5.43% and 5.46%, 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.
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Volatility by Period
| VTSAX | SWTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 5.46% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 9.88% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 18.71% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 17.44% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 18.58% | -0.19% |