VCR vs SMBS
Comparison between VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES (VCR, ETF) and SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF).
VCR vs SMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VCR
$6.60B
SMBS
$6.50B
Expense Ratio
VCR
0.09%
Winner
SMBS
0.03%
Max Drawdown
VCR
62.72%
Winner
SMBS
4.41%
Sharpe Ratio
Winner
VCR
0.37
SMBS
0.01
5Y Beta
VCR
1.18
Winner
SMBS
0.04
P/E Ratio
VCR
29.89
SMBS
N/A
Forward P/E
VCR
24.77
SMBS
N/A
5Y Dividends CAGR
VCR
-3.62%
SMBS
N/A
5Y EPS CAGR
VCR
18.64%
SMBS
N/A
Debt to Equity
VCR
-157.47%
SMBS
N/A
P/S Ratio
VCR
1.76
SMBS
N/A
P/B Ratio
VCR
5.55
SMBS
N/A
VCR vs SMBS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VCR
+1.79%
SMBS
-0.35%
3M
Winner
VCR
+1.56%
SMBS
-0.47%
6M
Winner
VCR
+3.64%
SMBS
-0.35%
1Y
Winner
VCR
+9.30%
SMBS
+3.94%
5Y(CAGR)
VCR
+5.89%
SMBS
N/A
10Y(CAGR)
VCR
+13.51%
SMBS
N/A
Max(CAGR)
Winner
VCR
+11.12%
SMBS
+4.86%
VCR vs SMBS - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VCR | SMBS |
|---|---|---|
| 2026 | +3.30% | +0.46% |
| 2025 | +6.83% | +8.23% |
| 2024 | +25.49% | -0.07% |
| 2023 | +41.16% | N/A |
| 2022 | -36.56% | N/A |
| 2021 | +26.48% | N/A |
| 2020 | +46.60% | N/A |
| 2019 | +26.51% | N/A |
| 2018 | -3.60% | N/A |
| 2017 | +22.26% | N/A |
| 2016 | +8.62% | N/A |
| 2015 | +7.15% | N/A |
| 2014 | +10.05% | N/A |
| 2013 | +40.65% | N/A |
| 2012 | +23.48% | N/A |
| 2011 | +2.42% | N/A |
| 2010 | +29.54% | N/A |
| 2009 | +40.62% | N/A |
| 2008 | -36.57% | N/A |
| 2007 | -11.96% | N/A |
| 2006 | +15.78% | N/A |
| 2005 | -3.23% | N/A |
| 2004 | +14.42% | N/A |
VCR vs SMBS Drawdown Comparison
The maximum drawdown for VCR was -61.53%, occurring on Nov 20, 2008. Recovery took 928 trading sessions.
The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current VCR drawdown is -1.97%. The current SMBS drawdown is -1.66%.
| Rank | VCR | SMBS |
|---|---|---|
| #1 | -61.53% Jun 4, 2007 - Feb 7, 2011 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -39.20% Nov 19, 2021 - Nov 6, 2024 | -2.83% Apr 4, 2025 - Jun 26, 2025 |
| #3 | -37.68% Feb 20, 2020 - Jun 8, 2020 | -2.83% Feb 27, 2026 - May 19, 2026 |
| #4 | -27.35% Dec 17, 2024 - Sep 15, 2025 | -1.11% Jun 26, 2025 - Aug 1, 2025 |
| #5 | -22.61% Sep 4, 2018 - Apr 16, 2019 | -0.90% Oct 28, 2025 - Nov 25, 2025 |
| #6 | -20.49% Jul 7, 2011 - Feb 3, 2012 | -0.89% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -16.70% Nov 3, 2015 - Jul 12, 2016 | -0.85% Sep 16, 2025 - Oct 14, 2025 |
| #8 | -15.58% Jan 9, 2026 - Mar 30, 2026 | -0.78% Nov 26, 2025 - Dec 18, 2025 |
| #9 | -12.46% Jul 28, 2005 - May 9, 2006 | -0.58% Jan 14, 2026 - Feb 6, 2026 |
| #10 | -11.77% Mar 5, 2004 - Nov 2, 2004 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -11.33% Dec 30, 2004 - Jul 19, 2005 | -0.39% Aug 5, 2025 - Aug 13, 2025 |
| #12 | -11.18% Jul 31, 2015 - Nov 3, 2015 | -0.39% Dec 29, 2025 - Jan 7, 2026 |
| #13 | -11.01% May 9, 2006 - Oct 4, 2006 | -0.38% Nov 25, 2024 - Nov 29, 2024 |
| #14 | -10.07% May 2, 2012 - Sep 6, 2012 | -0.36% Apr 1, 2025 - Apr 3, 2025 |
| #15 | -9.71% Jan 26, 2018 - Jun 6, 2018 | -0.31% Oct 21, 2025 - Oct 28, 2025 |
Correlation
Correlation between VCR and SMBS is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2004 - 2026)
VCR vs SMBS dividend yield comparison.
| Year | VCR | SMBS |
|---|---|---|
| 2026 | 0.35% | 3.07% |
| 2025 | 0.74% | 4.83% |
| 2024 | 0.74% | 0.50% |
| 2023 | 0.84% | 0.00% |
| 2022 | 0.98% | 0.00% |
| 2021 | 0.79% | 0.00% |
| 2020 | 1.71% | 0.00% |
| 2019 | 1.17% | 0.00% |
| 2018 | 1.37% | 0.00% |
| 2017 | 1.21% | 0.00% |
| 2016 | 1.60% | 0.00% |
| 2015 | 1.32% | 0.00% |
| 2014 | 1.23% | 0.00% |
| 2013 | 0.84% | 0.00% |
| 2012 | 1.52% | 0.00% |
| 2011 | 1.38% | 0.00% |
| 2010 | 0.99% | 0.00% |
| 2009 | 0.93% | 0.00% |
| 2008 | 2.44% | 0.00% |
| 2007 | 0.86% | 0.00% |
| 2006 | 0.77% | 0.00% |
| 2005 | 0.59% | 0.00% |
| 2004 | 0.63% | 0.00% |
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