BRTNX vs. SWPPX
Compare and contrast key facts about Bretton Fund (BRTNX) and Schwab S&P 500 Index Fund (SWPPX).
BRTNX is managed by Bretton Fund. It was launched on Sep 30, 2010. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRTNX or SWPPX.
Correlation
The correlation between BRTNX and SWPPX is 0.87, 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
BRTNX vs. SWPPX - Performance Comparison
Key characteristics
BRTNX:
1.22
SWPPX:
1.75
BRTNX:
1.74
SWPPX:
2.35
BRTNX:
1.23
SWPPX:
1.32
BRTNX:
2.09
SWPPX:
2.66
BRTNX:
5.87
SWPPX:
10.97
BRTNX:
2.57%
SWPPX:
2.05%
BRTNX:
12.38%
SWPPX:
12.89%
BRTNX:
-36.67%
SWPPX:
-55.06%
BRTNX:
-5.88%
SWPPX:
-2.12%
Returns By Period
In the year-to-date period, BRTNX achieves a 0.56% return, which is significantly lower than SWPPX's 2.41% return. Over the past 10 years, BRTNX has underperformed SWPPX with an annualized return of 11.27%, while SWPPX has yielded a comparatively higher 12.77% annualized return.
BRTNX
0.56%
-2.94%
0.59%
12.94%
11.90%
11.27%
SWPPX
2.41%
-1.09%
7.40%
19.76%
14.27%
12.77%
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BRTNX vs. SWPPX - Expense Ratio Comparison
BRTNX has a 1.35% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
BRTNX vs. SWPPX — Risk-Adjusted Performance Rank
BRTNX
SWPPX
BRTNX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bretton Fund (BRTNX) 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.
Dividends
BRTNX vs. SWPPX - Dividend Comparison
BRTNX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRTNX Bretton Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.05% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
BRTNX vs. SWPPX - Drawdown Comparison
The maximum BRTNX drawdown since its inception was -36.67%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for BRTNX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
BRTNX vs. SWPPX - Volatility Comparison
Bretton Fund (BRTNX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 3.55% and 3.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.