CVISX vs. SWPPX
Compare and contrast key facts about Causeway International Small Cap Fund (CVISX) and Schwab S&P 500 Index Fund (SWPPX).
CVISX is managed by Causeway. It was launched on Oct 19, 2014. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVISX or SWPPX.
Correlation
The correlation between CVISX and SWPPX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CVISX vs. SWPPX - Performance Comparison
Key characteristics
CVISX:
0.31
SWPPX:
1.71
CVISX:
0.49
SWPPX:
2.32
CVISX:
1.07
SWPPX:
1.31
CVISX:
0.32
SWPPX:
2.60
CVISX:
0.90
SWPPX:
10.76
CVISX:
4.90%
SWPPX:
2.05%
CVISX:
14.19%
SWPPX:
12.87%
CVISX:
-48.50%
SWPPX:
-55.06%
CVISX:
-9.18%
SWPPX:
-1.03%
Returns By Period
In the year-to-date period, CVISX achieves a 2.08% return, which is significantly lower than SWPPX's 3.02% return. Over the past 10 years, CVISX has underperformed SWPPX with an annualized return of 6.39%, while SWPPX has yielded a comparatively higher 12.95% annualized return.
CVISX
2.08%
5.36%
-1.58%
5.46%
8.46%
6.39%
SWPPX
3.02%
3.78%
11.67%
23.82%
14.15%
12.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CVISX vs. SWPPX - Expense Ratio Comparison
CVISX has a 1.35% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
CVISX vs. SWPPX — Risk-Adjusted Performance Rank
CVISX
SWPPX
CVISX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Causeway International Small Cap Fund (CVISX) 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
CVISX vs. SWPPX - Dividend Comparison
CVISX's dividend yield for the trailing twelve months is around 5.12%, more than SWPPX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVISX Causeway International Small Cap Fund | 5.12% | 5.23% | 6.00% | 2.75% | 3.48% | 3.42% | 3.57% | 2.90% | 2.75% | 2.78% | 2.01% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
CVISX vs. SWPPX - Drawdown Comparison
The maximum CVISX drawdown since its inception was -48.50%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for CVISX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
CVISX vs. SWPPX - Volatility Comparison
Causeway International Small Cap Fund (CVISX) and Schwab S&P 500 Index Fund (SWPPX) have volatilities of 3.67% and 3.52%, 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.