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 0.39, 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:
0.35
SWPPX:
1.87
EXPO:
0.85
SWPPX:
2.52
EXPO:
1.11
SWPPX:
1.34
EXPO:
0.29
SWPPX:
2.82
EXPO:
1.01
SWPPX:
11.68
EXPO:
10.72%
SWPPX:
2.04%
EXPO:
30.72%
SWPPX:
12.76%
EXPO:
-86.44%
SWPPX:
-55.06%
EXPO:
-29.40%
SWPPX:
-0.41%
Returns By Period
In the year-to-date period, EXPO achieves a -4.04% return, which is significantly lower than SWPPX's 4.20% return. Over the past 10 years, EXPO has outperformed SWPPX with an annualized return of 15.95%, while SWPPX has yielded a comparatively lower 13.00% annualized return.
EXPO
-4.04%
-8.99%
-17.08%
12.58%
2.08%
15.95%
SWPPX
4.20%
1.25%
10.53%
24.42%
14.68%
13.00%
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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 1.31%, more than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPO Exponent, Inc. | 1.31% | 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 | 1.18% | 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 5.49% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.01%. 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.