BRSIX vs. SWPPX
Compare and contrast key facts about Bridgeway Ultra Small Company Market Fund (BRSIX) and Schwab S&P 500 Index Fund (SWPPX).
BRSIX is managed by Bridgeway. It was launched on Jul 31, 1997. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRSIX or SWPPX.
Correlation
The correlation between BRSIX and SWPPX is 0.72, 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
BRSIX vs. SWPPX - Performance Comparison
Loading data...
Key characteristics
BRSIX:
-0.25
SWPPX:
0.52
BRSIX:
-0.15
SWPPX:
0.89
BRSIX:
0.98
SWPPX:
1.13
BRSIX:
-0.12
SWPPX:
0.57
BRSIX:
-0.60
SWPPX:
2.19
BRSIX:
10.68%
SWPPX:
4.85%
BRSIX:
27.53%
SWPPX:
19.36%
BRSIX:
-66.54%
SWPPX:
-55.06%
BRSIX:
-44.45%
SWPPX:
-7.58%
Returns By Period
In the year-to-date period, BRSIX achieves a -16.64% return, which is significantly lower than SWPPX's -3.30% return. Over the past 10 years, BRSIX has underperformed SWPPX with an annualized return of -3.08%, while SWPPX has yielded a comparatively higher 12.18% annualized return.
BRSIX
-16.64%
12.54%
-15.22%
-5.62%
5.06%
-3.08%
SWPPX
-3.30%
7.57%
-4.95%
9.84%
15.86%
12.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRSIX vs. SWPPX - Expense Ratio Comparison
BRSIX has a 0.78% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
BRSIX vs. SWPPX — Risk-Adjusted Performance Rank
BRSIX
SWPPX
BRSIX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Ultra Small Company Market Fund (BRSIX) 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.
Loading data...
Dividends
BRSIX vs. SWPPX - Dividend Comparison
BRSIX's dividend yield for the trailing twelve months is around 0.74%, less than SWPPX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSIX Bridgeway Ultra Small Company Market Fund | 0.74% | 0.62% | 0.90% | 1.04% | 0.88% | 0.98% | 1.30% | 0.74% | 0.14% | 1.03% | 1.00% | 0.90% |
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
BRSIX vs. SWPPX - Drawdown Comparison
The maximum BRSIX drawdown since its inception was -66.54%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for BRSIX and SWPPX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
BRSIX vs. SWPPX - Volatility Comparison
Bridgeway Ultra Small Company Market Fund (BRSIX) has a higher volatility of 8.11% compared to Schwab S&P 500 Index Fund (SWPPX) at 6.81%. This indicates that BRSIX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...