HULIX vs. SWLVX
Compare and contrast key facts about Huber Select Large Cap Value Fund (HULIX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX).
HULIX is managed by Huber Funds. It was launched on Jun 29, 2007. SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
HULIX vs. SWLVX - Performance Comparison
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HULIX vs. SWLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HULIX Huber Select Large Cap Value Fund | -2.21% | 8.99% | 15.96% | 19.96% | -3.55% | 32.72% | 3.47% | 34.12% | -13.79% | 0.55% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | -0.06% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
Returns By Period
In the year-to-date period, HULIX achieves a -2.21% return, which is significantly lower than SWLVX's -0.06% return.
HULIX
- 1D
- -0.14%
- 1M
- -5.61%
- YTD
- -2.21%
- 6M
- -2.45%
- 1Y
- 8.30%
- 3Y*
- 13.93%
- 5Y*
- 11.25%
- 10Y*
- 11.92%
SWLVX
- 1D
- -0.37%
- 1M
- -6.82%
- YTD
- -0.06%
- 6M
- 3.73%
- 1Y
- 13.42%
- 3Y*
- 13.48%
- 5Y*
- 8.93%
- 10Y*
- —
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HULIX vs. SWLVX - Expense Ratio Comparison
HULIX has a 1.39% expense ratio, which is higher than SWLVX's 0.04% expense ratio.
Return for Risk
HULIX vs. SWLVX — Risk / Return Rank
HULIX
SWLVX
HULIX vs. SWLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Select Large Cap Value Fund (HULIX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX). 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.
| HULIX | SWLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.93 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.36 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.10 | -0.54 |
Martin ratioReturn relative to average drawdown | 2.24 | 5.22 | -2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HULIX | SWLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.93 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.61 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.48 | -0.12 |
Correlation
The correlation between HULIX and SWLVX is 0.90, 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
HULIX vs. SWLVX - Dividend Comparison
HULIX's dividend yield for the trailing twelve months is around 1.20%, less than SWLVX's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HULIX Huber Select Large Cap Value Fund | 1.20% | 1.17% | 0.93% | 0.74% | 0.65% | 0.30% | 1.72% | 0.73% | 1.37% | 0.64% | 1.26% | 1.00% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.02% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
Drawdowns
HULIX vs. SWLVX - Drawdown Comparison
The maximum HULIX drawdown since its inception was -70.36%, which is greater than SWLVX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for HULIX and SWLVX.
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Drawdown Indicators
| HULIX | SWLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.36% | -38.34% | -32.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.68% | -11.82% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -19.05% | +1.91% |
Max Drawdown (10Y)Largest decline over 10 years | -35.41% | — | — |
Current DrawdownCurrent decline from peak | -6.78% | -6.82% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -4.93% | -5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 2.49% | +0.69% |
Volatility
HULIX vs. SWLVX - Volatility Comparison
The current volatility for Huber Select Large Cap Value Fund (HULIX) is 3.06%, while Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a volatility of 3.72%. This indicates that HULIX experiences smaller price fluctuations and is considered to be less risky than SWLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HULIX | SWLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 3.72% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 8.03% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 15.63% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 14.82% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.58% | 18.66% | -0.08% |