SMBS vs VOX

Comparison between SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF) and VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES (VOX, ETF).

SMBS vs VOX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMBS(ETF)	VOX(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.03%	0.09%
Max Drawdown	3.68%	58.29%
Sharpe Ratio	0.69	1.48
5Y Beta	0.03	0.94
P/E Ratio	N/A	26.87
Forward P/E	N/A	17.15
5Y Dividends CAGR	N/A	26.73%
5Y EPS CAGR	N/A	23.42%
Debt to Equity	N/A	42.97%
P/S Ratio	N/A	2.61
P/B Ratio	N/A	3.46

Net Assets

SMBS

$6.30B

VOX

$6.30B

Expense Ratio

Winner

SMBS

0.03%

VOX

0.09%

Max Drawdown

Winner

SMBS

3.68%

VOX

58.29%

Sharpe Ratio

SMBS

0.69

Winner

VOX

1.48

5Y Beta

Winner

SMBS

0.03

VOX

0.94

P/E Ratio

SMBS

N/A

VOX

26.87

Forward P/E

SMBS

N/A

VOX

17.15

5Y Dividends CAGR

SMBS

N/A

VOX

26.73%

5Y EPS CAGR

SMBS

N/A

VOX

23.42%

Debt to Equity

SMBS

N/A

VOX

42.97%

P/S Ratio

SMBS

N/A

VOX

2.61

P/B Ratio

SMBS

N/A

VOX

3.46

SMBS vs VOX - Historical Returns

Returns include dividend reinvestment.

Period	SMBS	VOX
1 month	-0.66%	+3.75%
3 months	-1.16%	+5.67%
6 months	+1.22%	+9.34%
1 year	+6.49%	+27.16%
5 years(CAGR)	N/A	+9.35%
10 years(CAGR)	N/A	+9.59%
Max(CAGR)	+5.72%	+9.06%

SMBS

-0.66%

Winner

VOX

+3.75%

SMBS

-1.16%

Winner

VOX

+5.67%

SMBS

+1.22%

Winner

VOX

+9.34%

SMBS

+6.49%

Winner

VOX

+27.16%

5Y(CAGR)

SMBS

N/A

VOX

+9.35%

10Y(CAGR)

SMBS

N/A

VOX

+9.59%

Max(CAGR)

SMBS

+5.72%

Winner

VOX

+9.06%

SMBS vs VOX - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SMBS	VOX
2026	+0.56%	+2.40%
2025	+8.23%	+25.39%
2024	-0.07%	+34.31%
2023	N/A	+43.18%
2022	N/A	-39.28%
2021	N/A	+15.60%
2020	N/A	+27.62%
2019	N/A	+26.37%
2018	N/A	-17.20%
2017	N/A	-8.48%
2016	N/A	+24.56%
2015	N/A	+2.53%
2014	N/A	+4.87%
2013	N/A	+21.99%
2012	N/A	+15.69%
2011	N/A	-3.64%
2010	N/A	+17.02%
2009	N/A	+26.98%
2008	N/A	-37.71%
2007	N/A	+5.09%
2006	N/A	+35.91%
2005	N/A	+2.20%
2004	N/A	+12.07%

SMBS vs VOX Drawdown Comparison

The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.

The maximum drawdown for VOX was -57.17%, occurring on Nov 20, 2008. Recovery took 1302 trading sessions.

The current SMBS drawdown is -1.57%. The current VOX drawdown is -1.33%.

Rank	SMBS	VOX
#1	-3.20% Dec 6, 2024 - Feb 25, 2025	-57.17% Jul 16, 2007 - Sep 12, 2012
#2	-2.83% Apr 4, 2025 - Jun 26, 2025	-46.76% Sep 1, 2021 - Oct 4, 2024
#3	-2.53% Feb 27, 2026 - Mar 26, 2026	-31.17% Feb 19, 2020 - Aug 3, 2020
#4	-1.11% Jun 26, 2025 - Aug 1, 2025	-28.95% Jan 4, 2017 - Jan 13, 2020
#5	-0.90% Oct 28, 2025 - Nov 25, 2025	-21.15% Feb 14, 2025 - Jun 27, 2025
#6	-0.89% Mar 3, 2025 - Apr 1, 2025	-13.55% Jan 29, 2026 - Mar 27, 2026
#7	-0.85% Sep 16, 2025 - Oct 14, 2025	-13.26% Jul 15, 2016 - Dec 20, 2016
#8	-0.78% Nov 26, 2025 - Dec 18, 2025	-12.27% Apr 28, 2015 - Feb 29, 2016
#9	-0.58% Jan 14, 2026 - Feb 6, 2026	-11.00% Sep 2, 2020 - Nov 6, 2020
#10	-0.47% Aug 13, 2025 - Aug 22, 2025	-10.78% Oct 5, 2012 - Mar 14, 2013
#11	-0.39% Aug 5, 2025 - Aug 13, 2025	-9.78% Dec 30, 2004 - Jul 14, 2005
#12	-0.39% Dec 29, 2025 - Jan 7, 2026	-8.92% Jul 29, 2014 - Feb 10, 2015
#13	-0.38% Nov 25, 2024 - Nov 29, 2024	-8.45% Aug 2, 2005 - Nov 21, 2005
#14	-0.36% Apr 1, 2025 - Apr 3, 2025	-7.05% May 9, 2006 - Aug 2, 2006
#15	-0.31% Oct 21, 2025 - Oct 28, 2025	-6.97% Jul 17, 2013 - Oct 17, 2013

Correlation

Correlation between SMBS and VOX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2004 - 2026)

SMBS vs VOX dividend yield comparison.

Year	SMBS	VOX
2026	1.70%	0.22%
2025	4.83%	0.95%
2024	0.50%	1.05%
2023	0.00%	1.03%
2022	0.00%	0.88%
2021	0.00%	0.93%
2020	0.00%	0.73%
2019	0.00%	0.90%
2018	0.00%	2.77%
2017	0.00%	3.83%
2016	0.00%	2.67%
2015	0.00%	3.55%
2014	0.00%	2.66%
2013	0.00%	3.88%
2012	0.00%	3.53%
2011	0.00%	3.23%
2010	0.00%	2.90%
2009	0.00%	2.67%
2008	0.00%	3.06%
2007	0.00%	2.65%
2006	0.00%	1.26%
2005	0.00%	2.86%
2004	0.00%	0.75%