ARSTX vs. SWSSX
Compare and contrast key facts about Nuveen Small Cap Select Fund (ARSTX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
ARSTX is managed by Nuveen. It was launched on May 6, 1992. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
ARSTX vs. SWSSX - Performance Comparison
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ARSTX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | -3.98% | 7.78% | 16.94% | 17.69% | -19.84% | 35.98% | 18.68% | 29.05% | -11.48% | 10.13% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, ARSTX achieves a -3.98% return, which is significantly lower than SWSSX's -2.49% return. Over the past 10 years, ARSTX has outperformed SWSSX with an annualized return of 11.12%, while SWSSX has yielded a comparatively lower 9.50% annualized return.
ARSTX
- 1D
- -1.15%
- 1M
- -7.77%
- YTD
- -3.98%
- 6M
- -1.47%
- 1Y
- 15.17%
- 3Y*
- 11.19%
- 5Y*
- 6.29%
- 10Y*
- 11.12%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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ARSTX vs. SWSSX - Expense Ratio Comparison
ARSTX has a 0.99% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
ARSTX vs. SWSSX — Risk / Return Rank
ARSTX
SWSSX
ARSTX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Select Fund (ARSTX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ARSTX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.91 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.40 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.33 | -0.58 |
Martin ratioReturn relative to average drawdown | 3.03 | 5.02 | -1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARSTX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.91 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.14 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.40 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.33 | +0.13 |
Correlation
The correlation between ARSTX and SWSSX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARSTX vs. SWSSX - Dividend Comparison
ARSTX's dividend yield for the trailing twelve months is around 2.64%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | 2.64% | 2.53% | 2.42% | 0.00% | 0.40% | 21.05% | 1.25% | 0.37% | 21.67% | 10.31% | 8.92% | 20.02% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
ARSTX vs. SWSSX - Drawdown Comparison
The maximum ARSTX drawdown since its inception was -56.51%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for ARSTX and SWSSX.
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Drawdown Indicators
| ARSTX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.51% | -60.34% | +3.83% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -13.90% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -27.97% | -31.93% | +3.96% |
Max Drawdown (10Y)Largest decline over 10 years | -43.11% | -41.81% | -1.30% |
Current DrawdownCurrent decline from peak | -10.39% | -11.00% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -10.78% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.68% | +0.14% |
Volatility
ARSTX vs. SWSSX - Volatility Comparison
The current volatility for Nuveen Small Cap Select Fund (ARSTX) is 6.02%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that ARSTX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSTX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 6.59% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 14.12% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 23.11% | -0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 22.57% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.18% | 24.03% | -0.85% |