SWZ vs VCOB
Comparison between Swiss Helvetia Fund Inc (SWZ, ETF) and Voya Core Bond ETF (VCOB, ETF).
SWZ vs VCOB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SWZ
$96M
VCOB
$96M
Expense Ratio
SWZ
N/A
VCOB
0.25%
Max Drawdown
SWZ
72.14%
Winner
VCOB
3.27%
Sharpe Ratio
Winner
SWZ
-0.85
VCOB
-1.53
5Y Beta
SWZ
0.29
Winner
VCOB
0.12
5Y Dividends CAGR
SWZ
66.09%
VCOB
N/A
SWZ vs VCOB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SWZ
+0.00%
VCOB
-0.86%
3M
SWZ
-2.96%
Winner
VCOB
-1.29%
6M
Winner
SWZ
-1.83%
VCOB
-1.86%
1Y
SWZ
-5.14%
VCOB
N/A
5Y(CAGR)
SWZ
+3.18%
VCOB
N/A
10Y(CAGR)
SWZ
+7.17%
VCOB
N/A
Max(CAGR)
Winner
SWZ
+6.12%
VCOB
-2.12%
SWZ vs VCOB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SWZ | VCOB |
|---|---|---|
| 2026 | -5.14% | -1.84% |
| 2025 | +22.64% | +0.38% |
| 2024 | -2.49% | N/A |
| 2023 | +15.03% | N/A |
| 2022 | -18.76% | N/A |
| 2021 | +15.92% | N/A |
| 2020 | +13.78% | N/A |
| 2019 | +24.36% | N/A |
| 2018 | -13.32% | N/A |
| 2017 | +26.16% | N/A |
| 2016 | +2.44% | N/A |
| 2015 | +0.94% | N/A |
| 2014 | -1.60% | N/A |
| 2013 | +33.00% | N/A |
| 2012 | +10.99% | N/A |
| 2011 | -17.58% | N/A |
| 2010 | +16.44% | N/A |
| 2009 | -0.48% | N/A |
| 2008 | -22.89% | N/A |
| 2007 | -4.95% | N/A |
| 2006 | +35.76% | N/A |
| 2005 | +15.17% | N/A |
| 2004 | +22.11% | N/A |
| 2003 | +40.59% | N/A |
| 2002 | -7.16% | N/A |
| 2001 | -22.10% | N/A |
| 2000 | +16.52% | N/A |
| 1999 | -3.09% | N/A |
SWZ vs VCOB Drawdown Comparison
The maximum drawdown for SWZ was -57.73%, occurring on Mar 5, 2009. Recovery took 1677 trading sessions.
The maximum drawdown for VCOB was -3.27%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current SWZ drawdown is -7.94%. The current VCOB drawdown is -3.11%.
| Rank | SWZ | VCOB |
|---|---|---|
| #1 | -57.73% May 2, 2007 - Dec 27, 2013 | -3.27% Feb 17, 2026 - May 19, 2026 |
| #2 | -39.89% Jan 3, 2001 - Jan 8, 2004 | -1.10% Nov 26, 2025 - Feb 10, 2026 |
| #3 | -31.20% Feb 12, 2020 - Sep 15, 2020 | -0.16% Feb 10, 2026 - Feb 12, 2026 |
| #4 | -30.32% Jan 3, 2022 - Jul 22, 2024 | N/A |
| #5 | -21.76% Sep 20, 2018 - Jan 8, 2020 | N/A |
| #6 | -19.73% May 15, 2015 - Mar 15, 2017 | N/A |
| #7 | -17.82% May 11, 2006 - Sep 5, 2006 | N/A |
| #8 | -16.19% Jul 1, 2014 - May 8, 2015 | N/A |
| #9 | -15.48% Sep 27, 2024 - Feb 13, 2025 | N/A |
| #10 | -13.68% Dec 9, 1999 - Jun 21, 2000 | N/A |
| #11 | -11.47% Feb 11, 2004 - Nov 4, 2004 | N/A |
| #12 | -11.41% Jan 26, 2018 - Sep 17, 2018 | N/A |
| #13 | -9.84% Jul 6, 2000 - Dec 27, 2000 | N/A |
| #14 | -9.71% Feb 22, 2007 - Apr 16, 2007 | N/A |
| #15 | -9.54% Sep 16, 2020 - Nov 19, 2020 | N/A |
Correlation
Correlation between SWZ and VCOB is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2000 - 2025)
SWZ vs VCOB dividend yield comparison.
| Year | SWZ | VCOB |
|---|---|---|
| 2025 | 50.58% | 0.49% |
| 2024 | 7.11% | 0.00% |
| 2023 | 6.07% | 0.00% |
| 2022 | 8.23% | 0.00% |
| 2021 | 5.83% | 0.00% |
| 2020 | 6.25% | 0.00% |
| 2019 | 1.67% | 0.00% |
| 2018 | 74.09% | 0.00% |
| 2017 | 1.02% | 0.00% |
| 2016 | 5.00% | 0.00% |
| 2015 | 6.72% | 0.00% |
| 2014 | 21.34% | 0.00% |
| 2013 | 8.33% | 0.00% |
| 2012 | 0.56% | 0.00% |
| 2011 | 12.48% | 0.00% |
| 2010 | 1.70% | 0.00% |
| 2009 | 5.03% | 0.00% |
| 2008 | 2.61% | 0.00% |
| 2007 | 11.82% | 0.00% |
| 2006 | 10.37% | 0.00% |
| 2005 | 10.49% | 0.00% |
| 2004 | 6.25% | 0.00% |
| 2003 | 5.47% | 0.00% |
| 2002 | 6.51% | 0.00% |
| 2001 | 2.79% | 0.00% |
| 2000 | 9.10% | 0.00% |
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