BBISX vs. SWPPX
Compare and contrast key facts about Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and Schwab S&P 500 Index Fund (SWPPX).
BBISX is managed by Sterling Capital. It was launched on Oct 9, 1992. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBISX or SWPPX.
Correlation
The correlation between BBISX and SWPPX is 0.91, 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.
Performance
BBISX vs. SWPPX - Performance Comparison
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Key characteristics
BBISX:
0.69
SWPPX:
0.52
BBISX:
1.15
SWPPX:
0.89
BBISX:
1.16
SWPPX:
1.13
BBISX:
0.87
SWPPX:
0.57
BBISX:
3.26
SWPPX:
2.19
BBISX:
3.92%
SWPPX:
4.85%
BBISX:
16.69%
SWPPX:
19.36%
BBISX:
-68.03%
SWPPX:
-55.06%
BBISX:
-4.55%
SWPPX:
-7.58%
Returns By Period
In the year-to-date period, BBISX achieves a 2.93% return, which is significantly higher than SWPPX's -3.30% return. Over the past 10 years, BBISX has underperformed SWPPX with an annualized return of 7.64%, while SWPPX has yielded a comparatively higher 12.18% annualized return.
BBISX
2.93%
8.18%
-1.78%
11.15%
16.42%
7.64%
SWPPX
-3.30%
7.57%
-4.95%
9.84%
15.86%
12.18%
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BBISX vs. SWPPX - Expense Ratio Comparison
BBISX has a 0.77% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
BBISX vs. SWPPX — Risk-Adjusted Performance Rank
BBISX
SWPPX
BBISX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and Schwab S&P 500 Index Fund (SWPPX). 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.
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Dividends
BBISX vs. SWPPX - Dividend Comparison
BBISX's dividend yield for the trailing twelve months is around 1.77%, more than SWPPX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 1.77% | 1.88% | 1.73% | 2.02% | 0.43% | 3.21% | 2.51% | 1.97% | 1.97% | 1.90% | 1.68% | 1.22% |
SWPPX Schwab S&P 500 Index Fund | 1.27% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
BBISX vs. SWPPX - Drawdown Comparison
The maximum BBISX drawdown since its inception was -68.03%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for BBISX and SWPPX. For additional features, visit the drawdowns tool.
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Volatility
BBISX vs. SWPPX - Volatility Comparison
The current volatility for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) is 5.19%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 6.81%. This indicates that BBISX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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