DSEEX vs. SWTSX
Compare and contrast key facts about DoubleLine Shiller Enhanced CAPE (DSEEX) and Schwab Total Stock Market Index Fund (SWTSX).
DSEEX is managed by DoubleLine. It was launched on Oct 31, 2013. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSEEX or SWTSX.
Correlation
The correlation between DSEEX and SWTSX is 0.92, 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
DSEEX vs. SWTSX - Performance Comparison
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Key characteristics
DSEEX:
0.68
SWTSX:
0.48
DSEEX:
1.11
SWTSX:
0.84
DSEEX:
1.15
SWTSX:
1.12
DSEEX:
0.38
SWTSX:
0.51
DSEEX:
2.93
SWTSX:
1.94
DSEEX:
3.91%
SWTSX:
5.10%
DSEEX:
15.85%
SWTSX:
19.73%
DSEEX:
-46.92%
SWTSX:
-54.70%
DSEEX:
-21.79%
SWTSX:
-7.97%
Returns By Period
In the year-to-date period, DSEEX achieves a 0.93% return, which is significantly higher than SWTSX's -3.68% return. Over the past 10 years, DSEEX has underperformed SWTSX with an annualized return of 5.33%, while SWTSX has yielded a comparatively higher 11.44% annualized return.
DSEEX
0.93%
5.83%
-2.51%
10.61%
6.46%
5.33%
SWTSX
-3.68%
8.10%
-5.59%
9.23%
15.20%
11.44%
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DSEEX vs. SWTSX - Expense Ratio Comparison
DSEEX has a 0.54% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
DSEEX vs. SWTSX — Risk-Adjusted Performance Rank
DSEEX
SWTSX
DSEEX vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Shiller Enhanced CAPE (DSEEX) and Schwab Total Stock Market Index Fund (SWTSX). 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
DSEEX vs. SWTSX - Dividend Comparison
DSEEX's dividend yield for the trailing twelve months is around 5.04%, more than SWTSX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSEEX DoubleLine Shiller Enhanced CAPE | 5.04% | 4.92% | 4.60% | 3.87% | 1.63% | 1.73% | 2.74% | 3.38% | 2.16% | 2.12% | 2.88% | 2.61% |
SWTSX Schwab Total Stock Market Index Fund | 1.28% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% | 2.23% |
Drawdowns
DSEEX vs. SWTSX - Drawdown Comparison
The maximum DSEEX drawdown since its inception was -46.92%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for DSEEX and SWTSX. For additional features, visit the drawdowns tool.
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Volatility
DSEEX vs. SWTSX - Volatility Comparison
The current volatility for DoubleLine Shiller Enhanced CAPE (DSEEX) is 5.30%, while Schwab Total Stock Market Index Fund (SWTSX) has a volatility of 6.86%. This indicates that DSEEX experiences smaller price fluctuations and is considered to be less risky than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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