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