GSITX vs. SWPPX
Compare and contrast key facts about Goldman Sachs Small Cap Value Insights Fund (GSITX) and Schwab S&P 500 Index Fund (SWPPX).
GSITX is managed by Goldman Sachs. It was launched on Jun 25, 2007. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSITX or SWPPX.
Correlation
The correlation between GSITX and SWPPX is 0.83, 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
GSITX vs. SWPPX - Performance Comparison
Key characteristics
GSITX:
0.03
SWPPX:
1.87
GSITX:
0.20
SWPPX:
2.51
GSITX:
1.03
SWPPX:
1.34
GSITX:
0.03
SWPPX:
2.87
GSITX:
0.09
SWPPX:
11.93
GSITX:
7.72%
SWPPX:
2.04%
GSITX:
24.68%
SWPPX:
12.89%
GSITX:
-84.54%
SWPPX:
-55.06%
GSITX:
-24.45%
SWPPX:
-1.27%
Returns By Period
In the year-to-date period, GSITX achieves a 2.01% return, which is significantly lower than SWPPX's 2.78% return. Over the past 10 years, GSITX has underperformed SWPPX with an annualized return of 2.25%, while SWPPX has yielded a comparatively higher 13.19% annualized return.
GSITX
2.01%
2.01%
-8.13%
2.44%
2.31%
2.25%
SWPPX
2.78%
2.78%
13.69%
24.75%
15.17%
13.19%
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GSITX vs. SWPPX - Expense Ratio Comparison
GSITX has a 0.84% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
GSITX vs. SWPPX — Risk-Adjusted Performance Rank
GSITX
SWPPX
GSITX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small Cap Value Insights Fund (GSITX) 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
GSITX vs. SWPPX - Dividend Comparison
GSITX's dividend yield for the trailing twelve months is around 0.80%, less than SWPPX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSITX Goldman Sachs Small Cap Value Insights Fund | 0.80% | 0.82% | 1.37% | 1.28% | 0.76% | 0.72% | 0.71% | 0.71% | 0.60% | 0.73% | 1.00% | 0.58% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
GSITX vs. SWPPX - Drawdown Comparison
The maximum GSITX drawdown since its inception was -84.54%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for GSITX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
GSITX vs. SWPPX - Volatility Comparison
Goldman Sachs Small Cap Value Insights Fund (GSITX) has a higher volatility of 4.53% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.98%. This indicates that GSITX'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.