EXPO vs. SWPPX
Compare and contrast key facts about Exponent, Inc. (EXPO) and Schwab S&P 500 Index Fund (SWPPX).
SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXPO or SWPPX.
Correlation
The correlation between EXPO and SWPPX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EXPO vs. SWPPX - Performance Comparison
Key characteristics
EXPO:
0.19
SWPPX:
2.19
EXPO:
0.54
SWPPX:
2.91
EXPO:
1.08
SWPPX:
1.40
EXPO:
0.17
SWPPX:
3.34
EXPO:
0.60
SWPPX:
13.90
EXPO:
10.74%
SWPPX:
2.03%
EXPO:
33.98%
SWPPX:
12.85%
EXPO:
-86.44%
SWPPX:
-55.06%
EXPO:
-22.42%
SWPPX:
-0.54%
Returns By Period
In the year-to-date period, EXPO achieves a 5.44% return, which is significantly higher than SWPPX's 2.91% return. Over the past 10 years, EXPO has outperformed SWPPX with an annualized return of 17.73%, while SWPPX has yielded a comparatively lower 13.21% annualized return.
EXPO
5.44%
3.62%
-10.99%
5.40%
6.17%
17.73%
SWPPX
2.91%
2.09%
9.58%
26.39%
14.53%
13.21%
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Risk-Adjusted Performance
EXPO vs. SWPPX — Risk-Adjusted Performance Rank
EXPO
SWPPX
EXPO vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Exponent, Inc. (EXPO) 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
EXPO vs. SWPPX - Dividend Comparison
EXPO's dividend yield for the trailing twelve months is around 1.19%, which matches SWPPX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPO Exponent, Inc. | 1.19% | 1.26% | 1.18% | 0.97% | 0.69% | 0.84% | 0.93% | 1.03% | 1.18% | 1.19% | 1.20% | 1.21% |
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
EXPO vs. SWPPX - Drawdown Comparison
The maximum EXPO drawdown since its inception was -86.44%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for EXPO and SWPPX. For additional features, visit the drawdowns tool.
Volatility
EXPO vs. SWPPX - Volatility Comparison
Exponent, Inc. (EXPO) has a higher volatility of 6.22% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.13%. This indicates that EXPO'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.