VOX vs SMBS

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

VOX vs SMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

VOX

$6.30B

SMBS

$6.30B

Expense Ratio

VOX

0.09%

Winner

SMBS

0.03%

Max Drawdown

VOX

58.29%

Winner

SMBS

3.68%

Sharpe Ratio

Winner

VOX

1.48

SMBS

0.69

5Y Beta

VOX

0.94

Winner

SMBS

0.03

P/E Ratio

VOX

26.87

SMBS

N/A

Forward P/E

VOX

17.15

SMBS

N/A

5Y Dividends CAGR

VOX

26.73%

SMBS

N/A

5Y EPS CAGR

VOX

23.42%

SMBS

N/A

Debt to Equity

VOX

42.97%

SMBS

N/A

P/S Ratio

VOX

2.61

SMBS

N/A

P/B Ratio

VOX

3.46

SMBS

N/A

VOX vs SMBS - Historical Returns

Returns include dividend reinvestment.

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

Winner

VOX

+3.75%

SMBS

-0.66%

Winner

VOX

+5.67%

SMBS

-1.16%

Winner

VOX

+9.34%

SMBS

+1.22%

Winner

VOX

+27.16%

SMBS

+6.49%

5Y(CAGR)

VOX

+9.35%

SMBS

N/A

10Y(CAGR)

VOX

+9.59%

SMBS

N/A

Max(CAGR)

Winner

VOX

+9.06%

SMBS

+5.72%

VOX vs SMBS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

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

VOX vs SMBS Drawdown Comparison

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

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

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

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

Correlation

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

0.88

-101

Dividend Comparison (2004 - 2026)

VOX vs SMBS dividend yield comparison.

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