VSGX vs SMBS
Comparison between VANGUARD ESG INTERNATIONAL STOCK ETF ETF SHARES (VSGX, ETF) and SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF).
VSGX vs SMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VSGX
$6.30B
SMBS
$6.30B
Expense Ratio
VSGX
0.10%
Winner
SMBS
0.03%
Max Drawdown
VSGX
34.48%
Winner
SMBS
3.68%
Sharpe Ratio
Winner
VSGX
1.65
SMBS
0.69
5Y Beta
VSGX
0.74
Winner
SMBS
0.03
5Y Dividends CAGR
VSGX
19.51%
SMBS
N/A
VSGX vs SMBS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VSGX
+5.09%
SMBS
-0.66%
3M
Winner
VSGX
+3.44%
SMBS
-1.16%
6M
Winner
VSGX
+15.79%
SMBS
+1.22%
1Y
Winner
VSGX
+32.84%
SMBS
+6.49%
5Y(CAGR)
VSGX
+8.49%
SMBS
N/A
Max(CAGR)
Winner
VSGX
+8.84%
SMBS
+5.72%
VSGX vs SMBS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | VSGX | SMBS |
|---|---|---|
| 2026 | +11.31% | +0.56% |
| 2025 | +31.36% | +8.23% |
| 2024 | +7.05% | -0.07% |
| 2023 | +14.82% | N/A |
| 2022 | -19.05% | N/A |
| 2021 | +6.82% | N/A |
| 2020 | +11.76% | N/A |
| 2019 | +23.05% | N/A |
| 2018 | -12.86% | N/A |
VSGX vs SMBS Drawdown Comparison
The maximum drawdown for VSGX was -33.09%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.
The maximum drawdown for SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current VSGX drawdown is -0.58%. The current SMBS drawdown is -1.57%.
| Rank | VSGX | SMBS |
|---|---|---|
| #1 | -33.09% Jan 17, 2020 - Nov 5, 2020 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -32.13% Sep 7, 2021 - Aug 23, 2024 | -2.83% Apr 4, 2025 - Jun 26, 2025 |
| #3 | -15.25% Sep 20, 2018 - Jul 3, 2019 | -2.53% Feb 27, 2026 - Mar 26, 2026 |
| #4 | -13.82% Sep 26, 2024 - May 2, 2025 | -1.11% Jun 26, 2025 - Aug 1, 2025 |
| #5 | -12.82% Feb 25, 2026 - May 6, 2026 | -0.90% Oct 28, 2025 - Nov 25, 2025 |
| #6 | -7.67% Jul 3, 2019 - Oct 17, 2019 | -0.89% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -5.84% Feb 16, 2021 - Apr 26, 2021 | -0.85% Sep 16, 2025 - Oct 14, 2025 |
| #8 | -4.95% Oct 27, 2025 - Dec 10, 2025 | -0.78% Nov 26, 2025 - Dec 18, 2025 |
| #9 | -4.45% Jun 14, 2021 - Sep 3, 2021 | -0.58% Jan 14, 2026 - Feb 6, 2026 |
| #10 | -4.32% Jan 21, 2021 - Feb 8, 2021 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -4.03% May 7, 2021 - May 26, 2021 | -0.39% Aug 5, 2025 - Aug 13, 2025 |
| #12 | -3.76% Jul 23, 2025 - Aug 12, 2025 | -0.39% Dec 29, 2025 - Jan 7, 2026 |
| #13 | -3.64% Oct 6, 2025 - Oct 20, 2025 | -0.38% Nov 25, 2024 - Nov 29, 2024 |
| #14 | -3.49% Aug 23, 2024 - Sep 19, 2024 | -0.36% Apr 1, 2025 - Apr 3, 2025 |
| #15 | -2.90% Jun 12, 2025 - Jun 26, 2025 | -0.31% Oct 21, 2025 - Oct 28, 2025 |
Correlation
Correlation between VSGX and SMBS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2018 - 2026)
VSGX vs SMBS dividend yield comparison.
| Year | VSGX | SMBS |
|---|---|---|
| 2026 | 0.52% | 1.70% |
| 2025 | 3.23% | 4.83% |
| 2024 | 3.10% | 0.50% |
| 2023 | 2.77% | 0.00% |
| 2022 | 2.61% | 0.00% |
| 2021 | 2.49% | 0.00% |
| 2020 | 1.67% | 0.00% |
| 2019 | 2.28% | 0.00% |
| 2018 | 0.38% | 0.00% |
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