FITB vs. SWTSX
Compare and contrast key facts about Fifth Third Bancorp (FITB) and Schwab Total Stock Market Index Fund (SWTSX).
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: FITB or SWTSX.
Correlation
The correlation between FITB and SWTSX is 0.60, 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
FITB vs. SWTSX - Performance Comparison
Key characteristics
FITB:
1.25
SWTSX:
1.96
FITB:
1.90
SWTSX:
2.62
FITB:
1.23
SWTSX:
1.36
FITB:
1.07
SWTSX:
2.96
FITB:
7.27
SWTSX:
12.34
FITB:
4.29%
SWTSX:
2.06%
FITB:
24.92%
SWTSX:
12.98%
FITB:
-98.13%
SWTSX:
-54.60%
FITB:
-11.37%
SWTSX:
-4.24%
Returns By Period
In the year-to-date period, FITB achieves a 28.03% return, which is significantly higher than SWTSX's 23.43% return. Over the past 10 years, FITB has underperformed SWTSX with an annualized return of 11.34%, while SWTSX has yielded a comparatively higher 12.33% annualized return.
FITB
28.03%
-7.30%
21.27%
29.66%
11.03%
11.34%
SWTSX
23.43%
-1.83%
8.71%
23.78%
13.76%
12.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
FITB vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fifth Third Bancorp (FITB) 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.
Dividends
FITB vs. SWTSX - Dividend Comparison
FITB's dividend yield for the trailing twelve months is around 3.31%, while SWTSX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fifth Third Bancorp | 3.31% | 3.94% | 3.84% | 2.62% | 3.92% | 3.06% | 3.14% | 1.98% | 1.97% | 2.59% | 2.50% | 2.23% |
Schwab Total Stock Market Index Fund | 0.00% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% | 1.51% |
Drawdowns
FITB vs. SWTSX - Drawdown Comparison
The maximum FITB drawdown since its inception was -98.13%, which is greater than SWTSX's maximum drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for FITB and SWTSX. For additional features, visit the drawdowns tool.
Volatility
FITB vs. SWTSX - Volatility Comparison
Fifth Third Bancorp (FITB) has a higher volatility of 7.11% compared to Schwab Total Stock Market Index Fund (SWTSX) at 4.25%. This indicates that FITB's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.