BSVSX vs. SWSSX
Compare and contrast key facts about Baird Equity Opportunity Fund (BSVSX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
BSVSX is managed by Baird. It was launched on May 1, 2012. 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
BSVSX vs. SWSSX - Performance Comparison
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BSVSX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | -14.05% | 18.43% | 23.72% | 13.56% | -12.58% | 19.10% | 2.58% | 18.19% | -16.58% | 17.79% |
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, BSVSX achieves a -14.05% return, which is significantly lower than SWSSX's -2.49% return. Over the past 10 years, BSVSX has underperformed SWSSX with an annualized return of 7.32%, while SWSSX has yielded a comparatively higher 9.50% annualized return.
BSVSX
- 1D
- -1.10%
- 1M
- -12.20%
- YTD
- -14.05%
- 6M
- 0.24%
- 1Y
- 14.36%
- 3Y*
- 9.30%
- 5Y*
- 6.41%
- 10Y*
- 7.32%
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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BSVSX vs. SWSSX - Expense Ratio Comparison
BSVSX has a 1.50% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
BSVSX vs. SWSSX — Risk / Return Rank
BSVSX
SWSSX
BSVSX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Equity Opportunity Fund (BSVSX) 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.
| BSVSX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.91 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.40 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.18 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.33 | -0.74 |
Martin ratioReturn relative to average drawdown | 1.91 | 5.02 | -3.11 |
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
| BSVSX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.91 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.14 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.40 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.33 | +0.04 |
Correlation
The correlation between BSVSX and SWSSX 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.
Dividends
BSVSX vs. SWSSX - Dividend Comparison
BSVSX's dividend yield for the trailing twelve months is around 31.33%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | 31.33% | 26.93% | 1.14% | 0.00% | 33.67% | 4.55% | 5.49% | 0.44% | 4.03% | 2.79% | 0.73% | 0.39% |
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
BSVSX vs. SWSSX - Drawdown Comparison
The maximum BSVSX drawdown since its inception was -42.73%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for BSVSX and SWSSX.
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Drawdown Indicators
| BSVSX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.73% | -60.34% | +17.61% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -13.90% | -3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -31.93% | +5.10% |
Max Drawdown (10Y)Largest decline over 10 years | -42.73% | -41.81% | -0.92% |
Current DrawdownCurrent decline from peak | -17.49% | -11.00% | -6.49% |
Average DrawdownAverage peak-to-trough decline | -6.81% | -10.78% | +3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | 3.68% | +1.67% |
Volatility
BSVSX vs. SWSSX - Volatility Comparison
The current volatility for Baird Equity Opportunity Fund (BSVSX) is 5.53%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that BSVSX 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
| BSVSX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 6.59% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 20.70% | 14.12% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.47% | 23.11% | +6.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.68% | 22.57% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.18% | 24.03% | -1.85% |