VWENX vs. SWOBX
Compare and contrast key facts about Vanguard Wellington Fund Admiral Shares (VWENX) and Schwab Balanced Fund™ (SWOBX).
VWENX is managed by Vanguard. It was launched on May 14, 2001. SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996.
Performance
VWENX vs. SWOBX - Performance Comparison
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VWENX vs. SWOBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWENX Vanguard Wellington Fund Admiral Shares | -5.23% | 16.63% | 14.82% | 14.40% | -14.31% | 19.09% | 10.66% | 22.61% | -3.35% | 14.05% |
SWOBX Schwab Balanced Fund™ | -4.75% | 12.76% | 12.51% | 18.25% | -18.86% | 14.76% | 14.73% | 20.13% | -4.35% | 15.52% |
Returns By Period
In the year-to-date period, VWENX achieves a -5.23% return, which is significantly lower than SWOBX's -4.75% return. Over the past 10 years, VWENX has outperformed SWOBX with an annualized return of 9.18%, while SWOBX has yielded a comparatively lower 7.90% annualized return.
VWENX
- 1D
- -0.03%
- 1M
- -5.92%
- YTD
- -5.23%
- 6M
- -2.17%
- 1Y
- 12.36%
- 3Y*
- 11.99%
- 5Y*
- 7.43%
- 10Y*
- 9.18%
SWOBX
- 1D
- -0.06%
- 1M
- -6.07%
- YTD
- -4.75%
- 6M
- -2.83%
- 1Y
- 9.96%
- 3Y*
- 10.26%
- 5Y*
- 5.35%
- 10Y*
- 7.90%
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VWENX vs. SWOBX - Expense Ratio Comparison
VWENX has a 0.16% expense ratio, which is higher than SWOBX's 0.00% 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
VWENX vs. SWOBX — Risk / Return Rank
VWENX
SWOBX
VWENX vs. SWOBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Admiral Shares (VWENX) and Schwab Balanced Fund™ (SWOBX). 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.
| VWENX | SWOBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.90 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.37 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.23 | +0.23 |
Martin ratioReturn relative to average drawdown | 6.70 | 5.34 | +1.36 |
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
| VWENX | SWOBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.90 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.39 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.62 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.58 | +0.06 |
Correlation
The correlation between VWENX and SWOBX is 0.93, 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
VWENX vs. SWOBX - Dividend Comparison
VWENX's dividend yield for the trailing twelve months is around 12.25%, more than SWOBX's 5.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWENX Vanguard Wellington Fund Admiral Shares | 12.25% | 11.55% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 5.88% | 4.53% | 6.58% |
SWOBX Schwab Balanced Fund™ | 5.75% | 5.47% | 4.94% | 5.67% | 10.21% | 6.47% | 2.97% | 5.21% | 7.11% | 3.20% | 7.83% | 7.66% |
Drawdowns
VWENX vs. SWOBX - Drawdown Comparison
The maximum VWENX drawdown since its inception was -36.02%, roughly equal to the maximum SWOBX drawdown of -35.99%. Use the drawdown chart below to compare losses from any high point for VWENX and SWOBX.
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Drawdown Indicators
| VWENX | SWOBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.02% | -35.99% | -0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.02% | -7.36% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -20.84% | -28.30% | +7.46% |
Max Drawdown (10Y)Largest decline over 10 years | -25.33% | -28.30% | +2.97% |
Current DrawdownCurrent decline from peak | -6.77% | -6.58% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -6.25% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.69% | +0.06% |
Volatility
VWENX vs. SWOBX - Volatility Comparison
Vanguard Wellington Fund Admiral Shares (VWENX) and Schwab Balanced Fund™ (SWOBX) have volatilities of 3.36% and 3.45%, 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
| VWENX | SWOBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 3.45% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 6.36% | 6.32% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.74% | 11.23% | +0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.09% | 13.91% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.48% | 12.83% | -1.35% |