FOSCX vs. SWSSX
Compare and contrast key facts about Tributary Small Company Fund (FOSCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
FOSCX is managed by Tributary Funds. It was launched on Jun 10, 1996. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
FOSCX vs. SWSSX - Performance Comparison
Loading graphics...
FOSCX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 2.82% | -3.67% | 9.35% | 16.92% | -13.17% | 32.03% | 1.21% | 23.18% | -10.81% | 8.44% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, FOSCX achieves a 2.82% return, which is significantly higher than SWSSX's -2.49% return. Over the past 10 years, FOSCX has underperformed SWSSX with an annualized return of 7.79%, while SWSSX has yielded a comparatively higher 9.50% annualized return.
FOSCX
- 1D
- -0.95%
- 1M
- -6.71%
- YTD
- 2.82%
- 6M
- 1.65%
- 1Y
- 8.37%
- 3Y*
- 6.69%
- 5Y*
- 4.99%
- 10Y*
- 7.79%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FOSCX vs. SWSSX - Expense Ratio Comparison
FOSCX has a 1.18% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
FOSCX vs. SWSSX — Risk / Return Rank
FOSCX
SWSSX
FOSCX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tributary Small Company Fund (FOSCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| FOSCX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.91 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.74 | 1.40 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 1.33 | -0.85 |
Martin ratioReturn relative to average drawdown | 1.61 | 5.02 | -3.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FOSCX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.91 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.14 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.40 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.33 | +0.13 |
Correlation
The correlation between FOSCX and SWSSX is 0.93, 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.
Dividends
FOSCX vs. SWSSX - Dividend Comparison
FOSCX's dividend yield for the trailing twelve months is around 7.40%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 7.40% | 7.61% | 6.67% | 2.82% | 13.61% | 15.18% | 0.02% | 1.28% | 5.45% | 5.28% | 1.51% | 0.00% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
FOSCX vs. SWSSX - Drawdown Comparison
The maximum FOSCX drawdown since its inception was -52.57%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for FOSCX and SWSSX.
Loading graphics...
Drawdown Indicators
| FOSCX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.57% | -60.34% | +7.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.69% | -13.90% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -29.00% | -31.93% | +2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -40.05% | -41.81% | +1.76% |
Current DrawdownCurrent decline from peak | -11.99% | -11.00% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -10.78% | +3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 3.68% | +0.40% |
Volatility
FOSCX vs. SWSSX - Volatility Comparison
The current volatility for Tributary Small Company Fund (FOSCX) is 5.47%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that FOSCX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FOSCX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.59% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.26% | 14.12% | -1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.75% | 23.11% | -1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 22.57% | -1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.86% | 24.03% | -2.17% |