VTWAX vs. SCHD
Compare and contrast key facts about Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) and Schwab US Dividend Equity ETF (SCHD).
VTWAX is managed by Vanguard. It was launched on Feb 7, 2019. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTWAX or SCHD.
Correlation
The correlation between VTWAX and SCHD is 0.79, 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
VTWAX vs. SCHD - Performance Comparison
Key characteristics
VTWAX:
0.79
SCHD:
0.19
VTWAX:
1.20
SCHD:
0.37
VTWAX:
1.17
SCHD:
1.05
VTWAX:
0.83
SCHD:
0.19
VTWAX:
3.66
SCHD:
0.63
VTWAX:
3.73%
SCHD:
4.80%
VTWAX:
17.26%
SCHD:
16.02%
VTWAX:
-34.20%
SCHD:
-33.37%
VTWAX:
-4.05%
SCHD:
-11.88%
Returns By Period
In the year-to-date period, VTWAX achieves a 1.28% return, which is significantly higher than SCHD's -5.64% return.
VTWAX
1.28%
12.03%
0.82%
10.11%
13.83%
N/A
SCHD
-5.64%
1.07%
-8.31%
1.88%
13.00%
10.24%
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VTWAX vs. SCHD - Expense Ratio Comparison
VTWAX has a 0.10% expense ratio, which is higher than SCHD'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
VTWAX vs. SCHD — Risk-Adjusted Performance Rank
VTWAX
SCHD
VTWAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) and Schwab US Dividend Equity ETF (SCHD). 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
VTWAX vs. SCHD - Dividend Comparison
VTWAX's dividend yield for the trailing twelve months is around 1.88%, less than SCHD's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.88% | 1.92% | 2.06% | 2.17% | 1.79% | 1.64% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.07% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
VTWAX vs. SCHD - Drawdown Comparison
The maximum VTWAX drawdown since its inception was -34.20%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VTWAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
VTWAX vs. SCHD - Volatility Comparison
Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) has a higher volatility of 9.54% compared to Schwab US Dividend Equity ETF (SCHD) at 8.93%. This indicates that VTWAX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.